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 |
PLAYAGS INC | COM | 72814N104 | 23,765 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 161,800 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
ALTICE USA INC | CALL | 02156K903 | 28,135 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
BALLYS CORPORATION | COM | 05875B106 | 57,090 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
BLADE AIR MOBILITY INC | CL A COM | 092667104 | 69,549 | 7,876,453 | SH | SOLE | 7,876,453 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 268,837 | 4,100,000 | SH | SOLE | 4,100,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 93,530 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
MR COOPER GROUP INC | COM | 62482R107 | 74,898 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
ENSYSCE BIOSCIENCES INC | COM | 293602108 | 11,574 | 2,462,500 | SH | SOLE | 2,462,500 | 0 | 0 | ||
FIRST AMERN FINL CORP | COM | 31847R102 | 805,769 | 10,300,000 | SH | SOLE | 10,300,000 | 0 | 0 | ||
FOREST ROAD ACQUISITION COR | CL A | 34619V103 | 19,460 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
FOREST ROAD ACQUISITION COR | *W EXP 01/15/202 | 34619V111 | 312 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
KOHLS CORP | COM | 500255104 | 61,738 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
MODIVCARE INC | COM | 60783X104 | 44,487 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
THE ODP CORP | COM | 88337F105 | 196,400 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 79,800 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
RYDER SYS INC | COM | 783549108 | 247,290 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
ROYAL CARIBBEAN GROUP | CALL | V7780T903 | 96,125 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
RUSH STREET INTERACTIVE INC | COM | 782011100 | 94,875 | 5,750,000 | SH | SOLE | 5,750,000 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 125,543 | 4,750,000 | SH | SOLE | 4,750,000 | 0 | 0 | ||
TEGNA INC | COM | 87901J105 | 13,920 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
TIVITY HEALTH INC | COM | 88870R102 | 126,912 | 4,800,000 | SH | SOLE | 4,800,000 | 0 | 0 | ||
VERRA MOBILITY CORP | COM | 92511U102 | 19,288 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
WEX INC | COM | 96208T104 | 70,195 | 500,000 | SH | SOLE | 500,000 | 0 | 0 |