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 |
ALPHABET INC | CAP STK CL C | 02079k107 | 124,752 | 119,220 | SH | SOLE | 119,220 | 0 | 0 | ||
ALTRIA GROUP INC | COM | 02209s103 | 71,410 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 133,320 | 114,000 | SH | SOLE | 114,000 | 0 | 0 | ||
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938l203 | 136,810 | 4,234,300 | SH | SOLE | 4,234,300 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 136,050 | 3,881,600 | SH | SOLE | 3,881,600 | 0 | 0 | ||
BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 93,217 | 1,391,500 | SH | SOLE | 1,391,500 | 0 | 0 | ||
CAESARS ENTMT CORP | COM | 127686103 | 120,270 | 9,507,484 | SH | SOLE | 9,507,484 | 0 | 0 | ||
CAESARS ENTMT CORP | NOTE 5.000%10/0 | 127686AA1 | 70,359 | 36,371,389 | PRN | SOLE | 36,371,389 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 103,769 | 1,455,800 | SH | SOLE | 1,455,800 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 104,282 | 310,400 | SH | SOLE | 310,400 | 0 | 0 | ||
COMMERCIAL METALS CO | COM | 201723103 | 91,320 | 4,283,300 | SH | SOLE | 4,283,300 | 0 | 0 | ||
CONDUENT INC | COM | 206787103 | 162,731 | 10,070,000 | SH | SOLE | 10,070,000 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 110,949 | 3,346,878 | SH | SOLE | 3,346,878 | 0 | 0 | ||
FEDEX CORP | COM | 31428x106 | 77,108 | 309,000 | SH | SOLE | 309,000 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 99,744 | 2,041,000 | SH | SOLE | 2,041,000 | 0 | 0 | ||
HILTON GRAND VACATIONS INC | COM | 43283X105 | 76,704 | 1,828,470 | SH | SOLE | 1,828,470 | 0 | 0 | ||
INC RESH HLDGS INC | CL A | 45329R109 | 27,311 | 626,400 | SH | SOLE | 626,400 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 204,342 | 2,896,000 | SH | SOLE | 2,896,000 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 187,436 | 1,914,568 | SH | SOLE | 1,914,568 | 0 | 0 | ||
KROGER CO | COM | 501044101 | 6,863 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |
LIBERTY GLOBAL PLC | SHS CL C | g5480u120 | 181,061 | 5,350,500 | SH | SOLE | 5,350,500 | 0 | 0 | ||
LIBERTY INTERACTIVE CORP | LBT VEN COM A NE | 53071m856 | 35,630 | 656,900 | SH | SOLE | 656,900 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 117,196 | 3,430,800 | SH | SOLE | 3,430,800 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 38,764 | 140,500 | SH | SOLE | 140,500 | 0 | 0 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 29,787 | 1,474,610 | SH | SOLE | 1,474,610 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 29,829 | 6,188,500 | SH | SOLE | 6,188,500 | 0 | 0 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 83,675 | 792,000 | SH | SOLE | 792,000 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 16,313 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |
UROGEN PHARMA LTD | COM | M96088105 | 14,880 | 399,900 | SH | SOLE | 399,900 | 0 | 0 | ||
VALE S A | ADR | 91912E105 | 66,594 | 5,445,100 | SH | SOLE | 5,445,100 | 0 | 0 | ||
WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 127,951 | 849,100 | SH | SOLE | 849,100 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 141,308 | 3,839,900 | SH | SOLE | 3,839,900 | 0 | 0 |