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 |
AERCAP HOLDINGS NV | SHS | N00985106 | 76,698,240 | 1,032,000 | SH | SOLE | 1,032,000 | 0 | 0 | ||
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 53,118,300 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 132,049,540 | 791,000 | SH | SOLE | 791,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 50,208,480 | 1,071,000 | SH | SOLE | 1,071,000 | 0 | 0 | ||
ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 57,776,001 | 2,434,724 | SH | SOLE | 2,434,724 | 0 | 0 | ||
EXP WORLD HLDGS INC | COM | 30212W100 | 16,238,576 | 1,046,300 | SH | Put | SOLE | 1,046,300 | 0 | 0 | |
GLOBAL BUSINESS TRAVEL GROUP | COM CL A | 37890B100 | 19,285,500 | 2,990,000 | SH | SOLE | 2,990,000 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 22,890,500 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
HUMANA INC | COM | 444859102 | 54,250,485 | 118,500 | SH | SOLE | 118,500 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 24,532,500 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 23,910,645 | 131,500 | SH | SOLE | 131,500 | 0 | 0 | ||
NEWS CORP NEW | CL A | 65249B109 | 30,810,250 | 1,255,000 | SH | SOLE | 1,255,000 | 0 | 0 | ||
UNITED HOMES GROUP INC | CL A | 91060H108 | 1,118,067 | 139,610 | SH | SOLE | 139,610 | 0 | 0 | ||
US FOODS HLDG CORP | COM | 912008109 | 53,129,700 | 1,170,000 | SH | SOLE | 1,170,000 | 0 | 0 | ||
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 88,332,500 | 1,985,000 | SH | SOLE | 1,985,000 | 0 | 0 | ||
WIX COM LTD | SHS | M98068105 | 17,837,900 | 145,000 | SH | SOLE | 145,000 | 0 | 0 |