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 |
ADIENT PLC | ORD SHS | G0084W101 | 58,048 | 798,789 | SH | SOLE | 798,789 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079k107 | 98,792 | 119,090 | SH | SOLE | 119,090 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 92,361 | 4,196,300 | SH | SOLE | 4,196,300 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 123,085 | 2,011,200 | SH | SOLE | 2,011,200 | 0 | 0 | ||
CAESARS ENTMT CORP | COM | 127686103 | 2,197 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 109,783 | 335,400 | SH | SOLE | 335,400 | 0 | 0 | ||
CIGNA CORPORATION | COM | 125509109 | 66,140 | 451,500 | SH | SOLE | 451,500 | 0 | 0 | ||
CIT GROUP INC | COM NEW | 125581801 | 94,922 | 2,211,085 | SH | SOLE | 2,211,085 | 0 | 0 | ||
CIT GROUP INC | COM NEW | 125581801 | 8,191 | 190,800 | SH | Call | SOLE | 190,800 | 0 | 0 | |
CITIZENS FINL GROUP INC | COM | 174610105 | 87,795 | 2,541,100 | SH | SOLE | 2,541,100 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 110,154 | 2,930,400 | SH | SOLE | 2,930,400 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 110,902 | 2,950,300 | SH | Call | SOLE | 2,950,300 | 0 | 0 | |
COMMERCIAL METALS CO | COM | 201723103 | 957 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 8,138 | 917,422 | SH | SOLE | 917,422 | 0 | 0 | ||
CONDUENT INC | COM | 206787103 | 143,149 | 8,530,900 | SH | SOLE | 8,530,900 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 46,817 | 288,871 | SH | SOLE | 288,871 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 98,724 | 1,045,247 | SH | SOLE | 1,045,247 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 80,028 | 847,300 | SH | Call | SOLE | 847,300 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 173,543 | 1,530,500 | SH | Call | SOLE | 1,530,500 | 0 | 0 | |
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 167,148 | 1,103,800 | SH | SOLE | 1,103,800 | 0 | 0 | ||
GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 41,895 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 42,345 | 3,290,200 | SH | SOLE | 3,290,200 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 188,896 | 3,155,100 | SH | SOLE | 3,155,100 | 0 | 0 | ||
JOHNSON CTLS INTL PLC | SHS | G51502105 | 130,970 | 3,109,452 | SH | SOLE | 3,109,452 | 0 | 0 | ||
KITE PHARMA INC | COM | 49803L109 | 30,462 | 388,100 | SH | SOLE | 388,100 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | g5480u120 | 106,837 | 3,049,000 | SH | SOLE | 3,049,000 | 0 | 0 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 121,841 | 1,293,700 | SH | SOLE | 1,293,700 | 0 | 0 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 56,913 | 604,300 | SH | Call | SOLE | 604,300 | 0 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 35,965 | 1,312,600 | SH | Call | SOLE | 1,312,600 | 0 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 71,421 | 2,606,600 | SH | SOLE | 2,606,600 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 81,618 | 355,650 | SH | SOLE | 355,650 | 0 | 0 | ||
MOLSON COORS BREWING CO | CL B | 60871R209 | 111,850 | 1,168,639 | SH | SOLE | 1,168,639 | 0 | 0 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 14,545 | 1,795,710 | SH | SOLE | 1,795,710 | 0 | 0 | ||
QUINTILES IMS HOLDINGS INC | COM | 74876Y101 | 145,096 | 1,801,768 | SH | SOLE | 1,801,768 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 76,207 | 3,435,850 | SH | SOLE | 3,435,850 | 0 | 0 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 118,703 | 681,300 | SH | SOLE | 681,300 | 0 | 0 | ||
STEEL DYNAMICS INC | COM | 858119100 | 49,710 | 1,430,100 | SH | SOLE | 1,430,100 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 70,599 | 722,541 | SH | SOLE | 722,541 | 0 | 0 | ||
WEYERHAEUSER CO | COM | 962166104 | 107,768 | 3,171,500 | SH | SOLE | 3,171,500 | 0 | 0 | ||
WEYERHAEUSER CO | COM | 962166104 | 35,767 | 1,052,600 | SH | Call | SOLE | 1,052,600 | 0 | 0 | |
WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 140,314 | 1,072,000 | SH | SOLE | 1,072,000 | 0 | 0 |