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 |
LAS VEGAS SANDS CORP | COM | 517834107 | 7,808 | 128,500 | SH | SOLE | 128,500 | 0 | 0 | ||
MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 3,984 | 122,142 | SH | SOLE | 122,142 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 3,242 | 117,500 | SH | SOLE | 117,500 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 5,271 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
GAP INC | COM | 364760108 | 2,755 | 92,500 | SH | SOLE | 92,500 | 0 | 0 | ||
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 3,781 | 89,107 | SH | SOLE | 89,107 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 7,421 | 84,862 | SH | SOLE | 84,862 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 6,416 | 83,000 | SH | SOLE | 83,000 | 0 | 0 | ||
ARAMARK | COM | 03852U106 | 3,073 | 81,345 | SH | SOLE | 81,345 | 0 | 0 | ||
PAPA JOHNS INTL INC | COM | 698813102 | 6,725 | 75,871 | SH | SOLE | 75,871 | 0 | 0 | ||
TRAVEL PLUS LEISURE CO | COM | 894164102 | 3,416 | 55,853 | SH | SOLE | 55,853 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 5,328 | 42,500 | SH | SOLE | 42,500 | 0 | 0 | ||
WENDYS CO | COM | 95058W100 | 836 | 41,245 | SH | SOLE | 41,245 | 0 | 0 | ||
SIMPLY GOOD FOODS CO | COM | 82900L102 | 1,206 | 39,634 | SH | SOLE | 39,634 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 4,716 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 746 | 35,202 | SH | SOLE | 35,202 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 7,091 | 31,100 | SH | SOLE | 31,100 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 3,699 | 27,327 | SH | SOLE | 27,327 | 0 | 0 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 597 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 1,693 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 652 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
TREEHOUSE FOODS INC | COM | 89469A104 | 1,045 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 5,522 | 18,750 | SH | SOLE | 18,750 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 862 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 2,521 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
BJS RESTAURANTS INC | COM | 09180C106 | 581 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 1,481 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 874 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 716 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
JACK IN THE BOX INC | COM | 466367109 | 823 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 1,033 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
DINE BRANDS GLOBAL INC | COM | 254423106 | 459 | 5,100 | SH | SOLE | 5,100 | 0 | 0 | ||
KRAFT HEINZ CO | COM | 500754106 | 200 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 1,121 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 11,120 | 3,594 | SH | SOLE | 3,594 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 465 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 2,586 | 1,250 | SH | SOLE | 1,250 | 0 | 0 | ||
SELECT SECTOR SPDR TR | PUT | 81369Y958 | 6,831 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 568 | 400 | SH | SOLE | 400 | 0 | 0 | ||
ISHARES TR | PUT | 464287959 | 1,839 | 20,000 | SH | Put | SOLE | 20,000 | 0 | 0 | |
INVESCO QQQ TR | PUT | 46090E953 | 2,393 | 7,500 | SH | Put | SOLE | 7,500 | 0 | 0 | |
ISHARES TR | PUT | 464287955 | 2,049 | 6,000 | SH | Put | SOLE | 6,000 | 0 | 0 |