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 | 4,104 | 69,000 | SH | SOLE | 69,000 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 29,851 | 1,339,192 | SH | SOLE | 1,339,192 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 10,291 | 5,278 | SH | SOLE | 5,278 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 6,545 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 3,866 | 268,503 | SH | SOLE | 268,503 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 4,380 | 43,724 | SH | SOLE | 43,724 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 10,457 | 33,300 | SH | SOLE | 33,300 | 0 | 0 | ||
LAUREATE EDUCATION INC | CL A | 518613203 | 4,537 | 431,692 | SH | SOLE | 431,692 | 0 | 0 | ||
PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 4,292 | 2,452,633 | SH | SOLE | 2,452,633 | 0 | 0 | ||
POST HLDGS INC | COM | 737446104 | 10,131 | 122,100 | SH | SOLE | 122,100 | 0 | 0 | ||
SYSCO CORP | COM | 871829107 | 5,996 | 131,400 | SH | SOLE | 131,400 | 0 | 0 | ||
TAYLOR MORRISON HOME CORP | COM | 87724P106 | 15,406 | 1,400,555 | SH | SOLE | 1,400,555 | 0 | 0 | ||
TIVITY HEALTH INC | COM | 88870R102 | 11,246 | 1,787,895 | SH | SOLE | 1,787,895 | 0 | 0 | ||
VICI PPTYS INC | COM | 925652109 | 9,075 | 545,383 | SH | SOLE | 545,383 | 0 | 0 | ||
WILLSCOT CORP | COM | 971375126 | 16,725 | 1,651,052 | SH | SOLE | 1,651,052 | 0 | 0 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 8,514 | 250,931 | SH | SOLE | 250,931 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 2,055 | 300,000 | SH | SOLE | 300,000 | 0 | 0 |