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 | 116,510 | 112,920 | SH | SOLE | 112,920 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 132,300 | 91,409 | SH | SOLE | 91,409 | 0 | 0 | ||
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938l203 | 98,302 | 3,090,300 | SH | SOLE | 3,090,300 | 0 | 0 | ||
BIOGEN INC | COM | 09062x103 | 98,972 | 361,450 | SH | SOLE | 361,450 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061g101 | 103,275 | 1,273,900 | SH | SOLE | 1,273,900 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 117,130 | 3,676,400 | SH | SOLE | 3,676,400 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 15,513 | 486,900 | SH | Call | SOLE | 486,900 | 0 | 0 | |
BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 82,064 | 1,422,500 | SH | SOLE | 1,422,500 | 0 | 0 | ||
BROADCOM LTD | SHS | Y09827109 | 93,553 | 397,000 | SH | SOLE | 397,000 | 0 | 0 | ||
CAESARS ENTMT CORP | COM | 127686103 | 110,634 | 9,834,100 | SH | SOLE | 9,834,100 | 0 | 0 | ||
CAESARS ENTMT CORP | NOTE 5.000%10/0 | 127686AA1 | 59,373 | 34,783,389 | PRN | SOLE | 34,783,389 | 0 | 0 | ||
COMMERCIAL METALS CO | COM | 201723103 | 76,854 | 3,756,300 | SH | SOLE | 3,756,300 | 0 | 0 | ||
CONDUENT INC | COM | 206787103 | 110,461 | 5,926,000 | SH | SOLE | 5,926,000 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 108,501 | 3,287,900 | SH | SOLE | 3,287,900 | 0 | 0 | ||
EQUINIX INC | COM PAR $0.001 | 29444u700 | 96,517 | 230,825 | SH | SOLE | 230,825 | 0 | 0 | ||
EVERCORE INC | CLASS A | 29977A105 | 32,831 | 376,500 | SH | SOLE | 376,500 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 100,668 | 630,000 | SH | Call | SOLE | 630,000 | 0 | 0 | |
FEDEX CORP | COM | 31428x106 | 87,928 | 366,200 | SH | SOLE | 366,200 | 0 | 0 | ||
GCI LIBERTY INC | COM CLASS A | 36164v305 | 114,595 | 2,167,900 | SH | SOLE | 2,167,900 | 0 | 0 | ||
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 6,140 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
HILTON GRAND VACATIONS INC | COM | 43283X105 | 82,675 | 1,921,770 | SH | SOLE | 1,921,770 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 210,047 | 2,896,400 | SH | SOLE | 2,896,400 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 186,370 | 1,899,600 | SH | SOLE | 1,899,600 | 0 | 0 | ||
LA QUINTA HLDGS INC | COM | 50420D108 | 3,782 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | g5480u120 | 158,845 | 5,220,000 | SH | SOLE | 5,220,000 | 0 | 0 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 22,452 | 1,029,910 | SH | SOLE | 1,029,910 | 0 | 0 | ||
NUCOR CORP | COM | 670346105 | 41,358 | 677,000 | SH | SOLE | 677,000 | 0 | 0 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 97,412 | 980,000 | SH | SOLE | 980,000 | 0 | 0 | ||
PILGRIMS PRIDE CORP NEW | COM | 72147K108 | 16,410 | 666,800 | SH | SOLE | 666,800 | 0 | 0 | ||
PLATINUM EAGLE ACQUISITIN CO | UNIT 01/09/2023 | G7126L126 | 5,075 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 59,396 | 628,000 | SH | SOLE | 628,000 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 16,551 | 451,100 | SH | SOLE | 451,100 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 72,019 | 1,962,900 | SH | Call | SOLE | 1,962,900 | 0 | 0 | |
UROGEN PHARMA LTD | COM | M96088105 | 18,724 | 376,823 | SH | SOLE | 376,823 | 0 | 0 | ||
VICI PPTYS INC | COM | 925652109 | 68,530 | 3,875,848 | SH | SOLE | 3,875,848 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 108,800 | 3,185,000 | SH | SOLE | 3,185,000 | 0 | 0 |