The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 2,476 | 36,705 | SH | SOLE | 36,705 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 5,757 | 5,551 | SH | SOLE | 5,551 | 0 | 0 | ||
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 1,949 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
ASHFORD HOSPITALITY PRIME IN | COM | 044102101 | 1,895 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 3,892 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
CAESARS ENTMT CORP | COM | 127686103 | 8,775 | 780,000 | SH | SOLE | 780,000 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 4,255 | 17,433 | SH | SOLE | 17,433 | 0 | 0 | ||
CONAGRA BRANDS INC | COM | 205887102 | 3,690 | 100,050 | SH | SOLE | 100,050 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 8,172 | 149,093 | SH | SOLE | 149,093 | 0 | 0 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 3,737 | 16,000 | SH | Call | SOLE | 16,000 | 0 | 0 | |
ELDORADO RESORTS INC | COM | 28470R102 | 5,115 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 6,553 | 331,472 | SH | SOLE | 331,472 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 3,212 | 20,104 | SH | SOLE | 20,104 | 0 | 0 | ||
HAIN CELESTIAL GROUP INC | COM | 405217100 | 1,684 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 5,346 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
JACK IN THE BOX INC | COM | 466367109 | 981 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
MALIBU BOATS INC | COM CL A | 56117J100 | 2,541 | 76,519 | SH | SOLE | 76,519 | 0 | 0 | ||
MELCO RESORT ENTERTAINMENT L | ADR | 585464100 | 8,426 | 290,760 | SH | SOLE | 290,760 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 1,200 | 28,750 | SH | SOLE | 28,750 | 0 | 0 | ||
NEWELL BRANDS INC | COM | 651229106 | 6,421 | 251,993 | SH | SOLE | 251,993 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 11,494 | 217,000 | SH | SOLE | 217,000 | 0 | 0 | ||
PARTY CITY HOLDCO INC | COM | 702149105 | 1,637 | 104,913 | SH | SOLE | 104,913 | 0 | 0 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 5,400 | 54,326 | SH | SOLE | 54,326 | 0 | 0 | ||
PINNACLE FOODS INC DEL | COM | 72348P104 | 5,133 | 94,874 | SH | SOLE | 94,874 | 0 | 0 | ||
POST HLDGS INC | COM | 737446104 | 2,936 | 38,750 | SH | SOLE | 38,750 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 1,734 | 59,224 | SH | SOLE | 59,224 | 0 | 0 | ||
RLJ LODGING TR | COM | 74965L101 | 12,390 | 637,340 | SH | SOLE | 637,340 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 1,902 | 128,259 | SH | SOLE | 128,259 | 0 | 0 | ||
SOTHEBYS | COM | 835898107 | 5,598 | 109,106 | SH | SOLE | 109,106 | 0 | 0 | ||
TAPESTRY INC | COM | 876030107 | 7,340 | 139,523 | SH | SOLE | 139,523 | 0 | 0 | ||
UNITED CONTL HLDGS INC | COM | 910047109 | 5,505 | 79,247 | SH | SOLE | 79,247 | 0 | 0 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 4,216 | 117,073 | SH | SOLE | 117,073 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 1,824 | 10,000 | SH | Call | SOLE | 10,000 | 0 | 0 |