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 | 23,345 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 187,200 | 15,000,000 | SH | SOLE | 15,000,000 | 0 | 0 | ||
ALTICE USA INC | CALL | 02156K903 | 21,840 | 1,750,000 | SH | Call | SOLE | 1,750,000 | 0 | 0 | |
BALLYS CORPORATION | COM | 05875B106 | 107,590 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 140,375 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
BLADE AIR MOBILITY INC | CL A COM | 092667104 | 66,871 | 7,876,453 | SH | SOLE | 7,876,453 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 96,810 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 246,675 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
MR COOPER GROUP INC | COM | 62482R107 | 148,428 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CALL | 22788C905 | 14,760 | 65,000 | SH | Call | SOLE | 65,000 | 0 | 0 | |
CAMPING WORLD HLDGS INC | CL A | 13462K109 | 117,390 | 4,200,000 | SH | SOLE | 4,200,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 135,380 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
DRAFTKINGS INC | COM CL A | 26142R104 | 126,555 | 6,500,000 | SH | SOLE | 6,500,000 | 0 | 0 | ||
ENSYSCE BIOSCIENCES INC | COM | 293602108 | 2,807 | 2,462,500 | SH | SOLE | 2,462,500 | 0 | 0 | ||
FIRST AMERN FINL CORP | COM | 31847R102 | 703,297 | 10,850,000 | SH | SOLE | 10,850,000 | 0 | 0 | ||
KOHLS CORP | COM | 500255104 | 120,920 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
MODIVCARE INC | COM | 60783X104 | 57,695 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
CLOUDFLARE INC | CALL | 18915M907 | 8,379 | 70,000 | SH | Call | SOLE | 70,000 | 0 | 0 | |
THE ODP CORP | COM | 88337F105 | 229,150 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
OKTA INC | CALL | 679295905 | 8,303 | 55,000 | SH | Call | SOLE | 55,000 | 0 | 0 | |
PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 60,550 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | ||
RYDER SYS INC | COM | 783549108 | 337,153 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | ||
RUSH STREET INTERACTIVE INC | COM | 782011100 | 43,620 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 133,095 | 4,750,000 | SH | SOLE | 4,750,000 | 0 | 0 | ||
SPLUNK INC | CALL | 848637904 | 8,545 | 57,500 | SH | Call | SOLE | 57,500 | 0 | 0 | |
TENABLE HLDGS INC | CALL | 88025T902 | 2,167 | 37,500 | SH | Call | SOLE | 37,500 | 0 | 0 | |
TEGNA INC | COM | 87901J105 | 72,800 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | ||
TIVITY HEALTH INC | COM | 88870R102 | 154,416 | 4,800,000 | SH | SOLE | 4,800,000 | 0 | 0 | ||
ZSCALER INC | CALL | 98980G902 | 10,254 | 42,500 | SH | Call | SOLE | 42,500 | 0 | 0 |