The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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
ADVANCE AUTO PARTS INC COM 00751Y106 12,400 125,000 SH   SOLE N/A 125,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 55,424 2,737,000 SH   SOLE N/A 2,737,000 0 0
ALASKA AIR GROUP INC COM 011659109 190,675 2,500,000 SH   SOLE N/A 2,500,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 79,135 1,666,351 SH   SOLE N/A 1,666,351 0 0
ANADARKO PETE CORP COM 032511107 24,425 500,000 SH   SOLE N/A 500,000 0 0
ARALEZ PHARMACEUTICALS INC COM 03852X100 14,656 6,400,000 SH   SOLE N/A 6,400,000 0 0
AVIS BUDGET GROUP COM 053774105 243,607 6,400,608 SH   SOLE N/A 6,400,608 0 0
BANKRATE INC DEL COM 06647F102 1,102 79,000 SH   SOLE N/A 79,000 0 0
BAZAARVOICE INC COM 073271108 297 60,000 SH   SOLE N/A 60,000 0 0
BMC STK HLDGS INC COM 05591B109 20,821 975,200 SH   SOLE N/A 975,200 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 14,413 436,900 SH   SOLE N/A 436,900 0 0
BOYD GAMING CORP COM 103304101 241,137 9,256,701 SH   SOLE N/A 9,256,701 0 0
CAESARS ACQUISITION CO CL A 12768T103 12,027 560,719 SH   SOLE N/A 560,719 0 0
CANADIAN PAC RY LTD COM 13645T100 41,411 246,450 SH   SOLE N/A 246,450 0 0
CARVANA CO CL A 146869102 6,033 411,000 SH   SOLE N/A 411,000 0 0
CHEGG INC COM 163092109 92,621 6,241,298 SH   SOLE N/A 6,241,298 0 0
CHURCHILL DOWNS INC COM 171484108 167,675 813,165 SH   SOLE N/A 813,165 0 0
CIGNA CORPORATION COM 125509109 280,410 1,500,000 SH   SOLE N/A 1,500,000 0 0
CONNS INC COM 208242107 85,576 3,040,000 SH   SOLE N/A 3,040,000 0 0
COSTAR GROUP INC COM 22160N109 30,849 115,000 SH   SOLE N/A 115,000 0 0
CSX CORP COM 126408103 39,339 725,000 SH   SOLE N/A 725,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 2,110 40,000 SH   SOLE N/A 40,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 632,300 13,112,809 SH   SOLE N/A 13,112,809 0 0
DICKS SPORTING GOODS INC COM 253393102 4,052 150,000 SH   SOLE N/A 150,000 0 0
DOVER MOTORSPORTS INC COM 260174107 1,377 671,931 SH   SOLE N/A 671,931 0 0
DYCOM INDS INC COM 267475101 85,880 1,000,000 SH   SOLE N/A 1,000,000 0 0
EAGLE MATERIALS INC COM 26969P108 29,319 274,781 SH   SOLE N/A 274,781 0 0
EHEALTH INC COM 28238P109 10,771 450,858 SH   SOLE N/A 450,858 0 0
ELDORADO RESORTS INC COM 28470R102 191,728 7,474,779 SH   SOLE N/A 7,474,779 0 0
EXPEDIA INC DEL COM NEW 30212P303 1,124,025 7,808,983 SH   SOLE N/A 7,808,983 0 0
FACEBOOK INC CL A 30303M102 6,835 40,000 SH   SOLE N/A 40,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 8,357 80,000 SH   SOLE N/A 80,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 171,420 4,646,797 SH   SOLE N/A 4,646,797 0 0
GLOBAL EAGLE ENTMT INC COM 37951D102 99,115 28,981,072 SH   SOLE N/A 28,981,072 0 0
GODADDY INC CL A 380237107 740 17,000 SH   SOLE N/A 17,000 0 0
GROUPON INC COM 399473107 17,525 3,370,200 SH   SOLE N/A 3,370,200 0 0
GRUBHUB INC COM 400110102 315,418 5,989,700 SH   SOLE N/A 5,989,700 0 0
HCA HEALTHCARE INC COM 40412C101 159,180 2,000,000 SH   SOLE N/A 2,000,000 0 0
HERC HLDGS INC COM 42704L104 65,294 1,329,000 SH   SOLE N/A 1,329,000 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 131,669 5,888,576 SH   SOLE N/A 5,888,576 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 94,090 3,832,599 SH   SOLE N/A 3,832,599 0 0
INTREXON CORP COM 46122T102 3,354 176,410 SH   SOLE N/A 176,410 0 0
JETBLUE AIRWAYS CORP COM 477143101 59,172 3,193,290 SH   SOLE N/A 3,193,290 0 0
LENDINGCLUB CORP COM 52603A109 487 80,000 SH   SOLE N/A 80,000 0 0
MASONITE INTL CORP NEW COM 575385109 51,134 738,926 SH   SOLE N/A 738,926 0 0
MCKESSON CORP COM 58155Q103 580,062 3,776,200 SH   SOLE N/A 3,776,200 0 0
MGM RESORTS INTERNATIONAL COM 552953101 96,554 2,962,700 SH   SOLE N/A 2,962,700 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 26,921 125,000 SH   SOLE N/A 125,000 0 0
OWENS CORNING NEW COM 690742101 166,381 2,151,015 SH   SOLE N/A 2,151,015 0 0
PENN NATL GAMING INC COM 707569109 42,292 1,808,113 SH   SOLE N/A 1,808,113 0 0
PENNYMAC FINL SVCS INC CL A 70932B101 9,790 550,000 SH   SOLE N/A 550,000 0 0
PGT INNOVATIONS INC COM 69336V101 11,383 761,394 SH   SOLE N/A 761,394 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 1,084 50,854 SH   SOLE N/A 50,854 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 2,187 100,000 SH   SOLE N/A 100,000 0 0
PRICELINE GRP INC COM NEW 741503403 252,662 138,005 SH   SOLE N/A 138,005 0 0
PROVIDENCE SVC CORP COM 743815102 18,928 350,000 SH   SOLE N/A 350,000 0 0
PURECYCLE CORP COM NEW 746228303 44,872 5,982,970 SH   SOLE N/A 5,982,970 0 0
Q2 HLDGS INC COM 74736L109 6,872 165,000 SH   SOLE N/A 165,000 0 0
RED ROCK RESORTS INC CL A 75700L108 91,436 3,948,000 SH   SOLE N/A 3,948,000 0 0
RITE AID CORP COM 767754104 17,640 9,000,000 SH   SOLE N/A 9,000,000 0 0
SELECT MED HLDGS CORP COM 81619Q105 11,850 617,208 SH   SOLE N/A 617,208 0 0
SEMGROUP CORP CL A 81663A105 25,231 877,600 SH   SOLE N/A 877,600 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 50,118 1,072,500 SH   SOLE N/A 1,072,500 0 0
SOUTHWEST AIRLS CO COM 844741108 314,899 5,625,200 SH   SOLE N/A 5,625,200 0 0
STAMPS COM INC COM NEW 852857200 41,283 203,717 SH   SOLE N/A 203,717 0 0
SYNCHRONY FINL COM 87165B103 9,315 300,000 SH   SOLE N/A 300,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 132,137 2,048,000 SH   SOLE N/A 2,048,000 0 0
TIVITY HEALTH INC COM 88870R102 13,872 340,000 SH   SOLE N/A 340,000 0 0
TRIPADVISOR INC COM 896945201 109,251 2,695,569 SH   SOLE N/A 2,695,569 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 32,550 3,000,000 SH   SOLE N/A 3,000,000 0 0
TRUECAR INC COM 89785L107 76,241 4,828,447 SH   SOLE N/A 4,828,447 0 0
TUESDAY MORNING CORP COM NEW 899035505 14,202 4,438,200 SH   SOLE N/A 4,438,200 0 0
UNITED CONTL HLDGS INC COM 910047109 1,213,360 19,930,359 SH   SOLE N/A 19,930,359 0 0
VISA INC COM CL A 92826C839 42,096 400,000 SH   SOLE N/A 400,000 0 0
WEB COM GROUP INC COM 94733A104 955 38,202 SH   SOLE N/A 38,202 0 0
WEBSTER FINL CORP CONN COM 947890109 11,041 210,100 SH   SOLE N/A 210,100 0 0
WEX INC COM 96208T104 74,065 660,000 SH   SOLE N/A 660,000 0 0
WHITING PETE CORP NEW COM 966387102 48,949 8,965,000 SH   SOLE N/A 8,965,000 0 0
WILLIAMS COS INC DEL COM 969457100 70,073 2,335,000 SH   SOLE N/A 2,335,000 0 0
WIX COM LTD SHS M98068105 647 9,000 SH   SOLE N/A 9,000 0 0
ZILLOW GROUP INC CL A 98954M101 64,959 1,617,910 SH   SOLE N/A 1,617,910 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 156,097 3,882,041 SH   SOLE N/A 3,882,041 0 0