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
ADVANCE AUTO PARTS INC COM 00751Y106 5,649 33,129 SH   SOLE   33,129 0 0
ALASKA AIR GROUP INC COM 011659109 2,582 46,000 SH   SOLE   46,000 0 0
ALPHABET INC CAP STK CL A 02079K305 9,998 8,495 SH   SOLE   8,495 0 0
ALTICE USA INC CL A 02156K103 2,924 136,144 SH   SOLE   136,144 0 0
AMAZON COM INC COM 023135106 2,782 1,562 SH   SOLE   1,562 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 5,502 173,240 SH   SOLE   173,240 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,049 24,397 SH   SOLE   24,397 0 0
APTIV PLC SHS G6095L109 3,153 39,660 SH   SOLE   39,660 0 0
ARAMARK COM 03852U106 3,476 117,624 SH   SOLE   117,624 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 3,494 127,500 SH   SOLE   127,500 0 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101 4,491 367,830 SH   SOLE   367,830 0 0
CAESARS ENTMT CORP COM 127686103 1,304 150,000 SH Call SOLE   150,000 0 0
CAESARS ENTMT CORP COM 127686103 1,731 199,222 SH   SOLE   199,222 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 5,363 117,232 SH   SOLE   117,232 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,491 7,181 SH   SOLE   7,181 0 0
CHURCHILL DOWNS INC COM 171484108 10,452 115,798 SH   SOLE   115,798 0 0
COREPOINT LODGING INC COM 21872L104 2,458 220,082 SH   SOLE   220,082 0 0
COTT CORP QUE COM 22163N106 2,950 201,918 SH   SOLE   201,918 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 9,124 176,650 SH   SOLE   176,650 0 0
DISCOVERY INC COM SER A 25470F104 3,171 117,343 SH   SOLE   117,343 0 0
DISNEY WALT CO COM DISNEY 254687106 6,995 63,000 SH   SOLE   63,000 0 0
ELDORADO RESORTS INC COM 28470R102 3,087 66,116 SH   SOLE   66,116 0 0
FOX CORP CL A COM 35137L105 4,240 115,500 SH   SOLE   115,500 0 0
GAP INC COM 364760108 5,681 217,000 SH   SOLE   217,000 0 0
GOL LINHAS AEREAS INTLG S A SPON ADR PFD NEW 38045R206 5,042 386,336 SH   SOLE   386,336 0 0
GRUBHUB INC COM 400110102 3,738 53,810 SH   SOLE   53,810 0 0
HARLEY DAVIDSON INC COM 412822108 2,853 80,000 SH   SOLE   80,000 0 0
JACK IN THE BOX INC COM 466367109 3,106 38,316 SH   SOLE   38,316 0 0
LENNAR CORP CL A 526057104 3,250 66,214 SH   SOLE   66,214 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 1,009 11,000 SH   SOLE   11,000 0 0
LYFT INC CL A COM 55087P104 5,245 67,000 SH   SOLE   67,000 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 2,313 102,397 SH   SOLE   102,397 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 2,454 120,000 SH   SOLE   120,000 0 0
PAPA JOHNS INTL INC COM 698813102 2,480 46,837 SH   SOLE   46,837 0 0
RED ROCK RESORTS INC CL A 75700L108 2,093 80,978 SH   SOLE   80,978 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 588 9,034 SH   SOLE   9,034 0 0
RH COM 74967X103 2,265 22,000 SH   SOLE   22,000 0 0
RLJ LODGING TR COM 74965L101 7,716 439,184 SH   SOLE   439,184 0 0
SANDERSON FARMS INC COM 800013104 1,908 14,474 SH   SOLE   14,474 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 3,143 165,410 SH   SOLE   165,410 0 0
SOTHEBYS COM 835898107 8,044 213,075 SH   SOLE   213,075 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,691 17,917 SH   SOLE   17,917 0 0
TARGET CORP COM 87612E106 2,596 32,341 SH   SOLE   32,341 0 0
TOLL BROTHERS INC COM 889478103 4,774 131,876 SH   SOLE   131,876 0 0
TYSON FOODS INC CL A 902494103 4,125 59,413 SH   SOLE   59,413 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 4,498 89,981 SH   SOLE   89,981 0 0
WYNN RESORTS LTD COM 983134107 2,166 18,153 SH   SOLE   18,153 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 869 25,000 SH   SOLE   25,000 0 0