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 | 80,826,300 | 930,000 | SH | SOLE | 930,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 164,963,050 | 791,000 | SH | SOLE | 791,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 64,297,800 | 1,470,000 | SH | SOLE | 1,470,000 | 0 | 0 | ||
EBAY INC. | COM | 278642103 | 13,195,000 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |
ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 18,011,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
GLOBAL BUSINESS TRAVEL GROUP | COM CL A | 37890B100 | 22,684,060 | 3,774,386 | SH | SOLE | 3,774,386 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 38,139,200 | 110,000 | SH | Call | SOLE | 110,000 | 0 | 0 | |
HUMANA INC | COM | 444859102 | 77,318,560 | 223,000 | SH | SOLE | 223,000 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 45,269,560 | 428,000 | SH | SOLE | 428,000 | 0 | 0 | ||
MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 24,264,380 | 131,500 | SH | SOLE | 131,500 | 0 | 0 | ||
NEWS CORP NEW | CL A | 65249B109 | 50,129,464 | 1,914,800 | SH | SOLE | 1,914,800 | 0 | 0 | ||
UNITED HOMES GROUP INC | CL A | 91060H108 | 927,080 | 139,610 | SH | SOLE | 139,610 | 0 | 0 | ||
US FOODS HLDG CORP | COM | 912008109 | 64,472,562 | 1,194,600 | SH | SOLE | 1,194,600 | 0 | 0 | ||
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 52,023,828 | 1,118,792 | SH | SOLE | 1,118,792 | 0 | 0 | ||
WIX COM LTD | SHS | M98068105 | 19,934,600 | 145,000 | SH | SOLE | 145,000 | 0 | 0 |