The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 23,806 65,258 SH   SOLE   65,258 0 0
CAESARS ENTMT CORP COM 127686103 6,550 540,000 SH   SOLE   540,000 0 0
CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 119 33,700 SH   SOLE   33,700 0 0
ELDORADO RESORTS INC COM 28470R102 4,968 124,013 SH   SOLE   124,013 0 0
EPR PPTYS COM SH BEN INT 26884U109 4,368 131,841 SH   SOLE   131,841 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 4,636 218,681 SH   SOLE   218,681 0 0
IAC INTERACTIVECORP COM 44919P508 19,404 60,000 SH   SOLE   60,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,972 10,050 SH   SOLE   10,050 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 1,531 93,184 SH   SOLE   93,184 0 0
OUTFRONT MEDIA INC COM 69007J106 2,783 196,424 SH   SOLE   196,424 0 0
SABRE CORP COM 78573M104 3,605 447,333 SH   SOLE   447,333 0 0
SEAWORLD ENTMT INC COM 81282V100 2,735 184,696 SH   SOLE   184,696 0 0
TAUBMAN CTRS INC COM 876664103 6,375 168,831 SH   SOLE   168,831 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 2,727 74,952 SH   SOLE   74,952 0 0
UNITED AIRLS HLDGS INC COM 910047109 1,758 50,793 SH   SOLE   50,793 0 0
VISA INC COM CL A 92826C839 2,984 15,450 SH   SOLE   15,450 0 0