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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 105,165 | 1,132,636 | SH | SOLE | 1,132,636 | 0 | 0 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 38,083 | 76,148 | SH | SOLE | 76,148 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 79,132 | 45,150 | SH | SOLE | 45,150 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 117,552 | 3,104,105 | SH | SOLE | 3,104,105 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 89,175 | 27,380 | SH | SOLE | 27,380 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 30,105 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 38,015 | 1,894,101 | SH | SOLE | 1,894,101 | 0 | 0 | ||
BLUESCAPE OPPORTUNITIES ACQU | UNIT 99/99/9999 | G1195N121 | 11,160 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
CENTERPOINT ENERGY INC | COM | 15189T107 | 6,833 | 315,751 | SH | SOLE | 315,751 | 0 | 0 | ||
COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 38,613 | 774,897 | SH | SOLE | 774,897 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 41,338 | 228,160 | SH | SOLE | 228,160 | 0 | 0 | ||
EVERGY INC | COM | 30034W106 | 12,165 | 219,145 | SH | SOLE | 219,145 | 0 | 0 | ||
EXELON CORP | COM | 30161N101 | 42,220 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
EXELON CORP | COM | 30161N101 | 88,789 | 2,102,999 | SH | SOLE | 2,102,999 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 574 | 2,100 | SH | SOLE | 2,100 | 0 | 0 | ||
FALCON MINERALS CORP | *W EXP 07/21/202 | 30607B208 | 128 | 878,024 | SH | SOLE | 878,024 | 0 | 0 | ||
FIRSTENERGY CORP | COM | 337932107 | 102,627 | 3,352,732 | SH | SOLE | 3,352,732 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 59,207 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
FIVE BELOW INC | COM | 33829M101 | 1,021 | 5,837 | SH | SOLE | 5,837 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 17,664 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 21,380 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 15,045 | 36,670 | SH | SOLE | 36,670 | 0 | 0 | ||
IAC INTERACTIVECORP NEW | COM | 44891N109 | 69,133 | 365,106 | SH | SOLE | 365,106 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 46,584 | 366,600 | SH | SOLE | 366,600 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 22,765 | 527,091 | SH | SOLE | 527,091 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 23,535 | 540,916 | SH | SOLE | 540,916 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM SER A FRMLA | 531229870 | 3,799 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 11,140 | 261,500 | SH | SOLE | 261,500 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 710,163 | 22,537,696 | SH | SOLE | 22,537,696 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 30,727 | 56,825 | SH | SOLE | 56,825 | 0 | 0 | ||
RADIUS GLOBAL INFRASTRCTRE I | COM CL A | 750481103 | 12,850 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
SIRIUS XM HOLDINGS INC | COM | 82968B103 | 12,740 | 2,000,000 | SH | Put | SOLE | 2,000,000 | 0 | 0 | |
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 91,499 | 513,000 | SH | SOLE | 513,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 616,902 | 1,650,000 | SH | Put | SOLE | 1,650,000 | 0 | 0 | |
STAR PEAK ENERGY TRANSITION | CL A | 855185104 | 5,243 | 256,246 | SH | SOLE | 256,246 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 94,516 | 700,900 | SH | SOLE | 700,900 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 57,147 | 238,500 | SH | SOLE | 238,500 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 37,149 | 259,568 | SH | SOLE | 259,568 | 0 | 0 |