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 | 17,980 | 453,700 | SH | SOLE | 453,700 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079k107 | 108,791 | 157,190 | SH | SOLE | 157,190 | 0 | 0 | ||
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 132,352 | 1,005,100 | SH | SOLE | 1,005,100 | 0 | 0 | ||
BALL CORP | COM | 058498106 | 92,524 | 1,279,900 | SH | SOLE | 1,279,900 | 0 | 0 | ||
BIOGEN INC | COM | 09062x103 | 73,483 | 303,874 | SH | SOLE | 303,874 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 70,483 | 3,830,600 | SH | SOLE | 3,830,600 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 94,545 | 413,510 | SH | SOLE | 413,510 | 0 | 0 | ||
CIT GROUP INC | COM NEW | 125581801 | 60,511 | 1,896,300 | SH | SOLE | 1,896,300 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 158,949 | 961,000 | SH | SOLE | 961,000 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 195,935 | 1,931,727 | SH | SOLE | 1,931,727 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 36,008 | 355,000 | SH | Call | SOLE | 355,000 | 0 | 0 | |
DOLLAR TREE INC | COM | 256746108 | 123,737 | 1,313,000 | SH | SOLE | 1,313,000 | 0 | 0 | ||
DUNKIN BRANDS GROUP INC | COM | 265504100 | 26,608 | 610,000 | SH | Put | SOLE | 610,000 | 0 | 0 | |
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 168,028 | 656,463 | SH | SOLE | 656,463 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 7,090 | 27,700 | SH | Call | SOLE | 27,700 | 0 | 0 | |
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 117,855 | 1,025,000 | SH | Put | SOLE | 1,025,000 | 0 | 0 | |
MAGNA INTL INC | COM | 559222401 | 32,654 | 931,100 | SH | SOLE | 931,100 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 116,646 | 969,300 | SH | SOLE | 969,300 | 0 | 0 | ||
MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 31,417 | 1,177,549 | SH | SOLE | 1,177,549 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 49,605 | 2,192,000 | SH | SOLE | 2,192,000 | 0 | 0 | ||
MOLSON COORS BREWING CO | CL B | 60871R209 | 84,801 | 838,539 | SH | SOLE | 838,539 | 0 | 0 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 20,491 | 1,755,879 | SH | SOLE | 1,755,879 | 0 | 0 | ||
OASIS PETE INC NEW | COM | 674215108 | 2,102 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
OFFICE DEPOT INC | COM | 676220106 | 7,035 | 2,125,400 | SH | SOLE | 2,125,400 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 20,413 | 1,463,303 | SH | SOLE | 1,463,303 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 28,820 | 1,311,200 | SH | SOLE | 1,311,200 | 0 | 0 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 133,140 | 723,275 | SH | SOLE | 723,275 | 0 | 0 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 54,303 | 295,000 | SH | Call | SOLE | 295,000 | 0 | 0 | |
SKECHERS U S A INC | CL A | 830566105 | 75,049 | 2,525,200 | SH | SOLE | 2,525,200 | 0 | 0 | ||
SPDR SERIES TRUST | S&P OILGAS EXP | 78464A730 | 8,991 | 258,300 | SH | SOLE | 258,300 | 0 | 0 | ||
TEREX CORP NEW | COM | 880779103 | 14,572 | 717,500 | SH | SOLE | 717,500 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 121,790 | 1,656,100 | SH | SOLE | 1,656,100 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 45,948 | 624,800 | SH | Call | SOLE | 624,800 | 0 | 0 | |
TYCO INTL PLC | SHS | G91442106 | 42,600 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 120,445 | 1,623,900 | SH | SOLE | 1,623,900 | 0 | 0 | ||
WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 132,390 | 1,065,000 | SH | SOLE | 1,065,000 | 0 | 0 |