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
Estimated average burden
hours per response: 23.8
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
ADVANCED DRAIN SYS INC DEL COM 00790R104 55,014 2,737,000 SH   SOLE N/A 2,737,000 0 0
ALASKA AIR GROUP INC COM 011659109 224,400 2,500,000 SH   SOLE N/A 2,500,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 83,851 1,666,351 SH   SOLE N/A 1,666,351 0 0
ANADARKO PETE CORP COM 032511107 11,562 255,000 SH   SOLE N/A 255,000 0 0
ARALEZ PHARMACEUTICALS INC COM 03852X100 8,640 6,400,000 SH   SOLE N/A 6,400,000 0 0
AVIS BUDGET GROUP COM 053774105 178,362 6,540,608 SH   SOLE N/A 6,540,608 0 0
BANKRATE INC DEL COM 06647F102 2,683 208,794 SH   SOLE N/A 208,794 0 0
BAZAARVOICE INC COM 073271108 446 90,000 SH   SOLE N/A 90,000 0 0
BAZAARVOICE INC COM 073271108 147 30,000 SH Put SOLE N/A 30,000 0 0
BMC STK HLDGS INC COM 05591B109 21,308 975,200 SH   SOLE N/A 975,200 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 9,282 292,700 SH   SOLE N/A 292,700 0 0
BOYD GAMING CORP COM 103304101 229,659 9,256,701 SH   SOLE N/A 9,256,701 0 0
CAESARS ACQUISITION CO CL A 12768T103 10,682 560,719 SH   SOLE N/A 560,719 0 0
CANADIAN PAC RY LTD COM 13645T100 39,632 246,450 SH   SOLE N/A 246,450 0 0
CARVANA CO CL A 146869102 1,050 51,300 SH   SOLE N/A 51,300 0 0
CHEGG INC COM 163092109 76,706 6,241,298 SH   SOLE N/A 6,241,298 0 0
CHURCHILL DOWNS INC COM 171484108 149,053 813,165 SH   SOLE N/A 813,165 0 0
CIGNA CORPORATION COM 125509109 451,953 2,700,000 SH   SOLE N/A 2,700,000 0 0
CONNS INC COM 208242107 57,300 3,000,000 SH   SOLE N/A 3,000,000 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 503 34,600 SH   SOLE N/A 34,600 0 0
COSTAR GROUP INC COM 22160N109 30,314 115,000 SH   SOLE N/A 115,000 0 0
CROSS CTRY HEALTHCARE INC COM 227483104 310 24,000 SH   SOLE N/A 24,000 0 0
CSX CORP COM 126408103 61,653 1,130,000 SH   SOLE N/A 1,130,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 2,154 40,000 SH   SOLE N/A 40,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 702,157 13,065,809 SH   SOLE N/A 13,065,809 0 0
DOVER MOTORSPORTS INC COM 260174107 1,411 671,931 SH   SOLE N/A 671,931 0 0
DYCOM INDS INC COM 267475101 67,140 750,000 SH   SOLE N/A 750,000 0 0
EAGLE MATERIALS INC COM 26969P108 25,395 274,781 SH   SOLE N/A 274,781 0 0
EHEALTH INC COM 28238P109 1,410 75,000 SH   SOLE N/A 75,000 0 0
ELDORADO RESORTS INC COM 28470R102 149,496 7,474,779 SH   SOLE N/A 7,474,779 0 0
EXPEDIA INC DEL COM NEW 30212P303 1,164,042 7,814,983 SH   SOLE N/A 7,814,983 0 0
FACEBOOK INC CL A 30303M102 6,039 40,000 SH   SOLE N/A 40,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 8,008 80,000 SH   SOLE N/A 80,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 175,045 4,646,797 SH   SOLE N/A 4,646,797 0 0
GLOBAL EAGLE ENTMT INC COM 37951D102 103,173 28,981,072 SH   SOLE N/A 28,981,072 0 0
GROUPON INC COM 399473107 5,299 1,380,000 SH   SOLE N/A 1,380,000 0 0
GRUBHUB INC COM 400110102 292,861 6,717,000 SH   SOLE N/A 6,717,000 0 0
HCA HEALTHCARE INC COM 40412C101 174,400 2,000,000 SH   SOLE N/A 2,000,000 0 0
HERC HLDGS INC COM 42704L104 51,470 1,309,000 SH   SOLE N/A 1,309,000 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 67,719 5,888,576 SH   SOLE N/A 5,888,576 0 0
HUBSPOT INC COM 443573100 658 10,000 SH   SOLE N/A 10,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 68,420 3,738,776 SH   SOLE N/A 3,738,776 0 0
INTREXON CORP COM 46122T102 4,250 176,410 SH   SOLE N/A 176,410 0 0
JETBLUE AIRWAYS CORP COM 477143101 72,903 3,193,290 SH   SOLE N/A 3,193,290 0 0
LENDINGTREE INC NEW COM 52603B107 14,201 82,469 SH   SOLE N/A 82,469 0 0
MASONITE INTL CORP NEW COM 575385109 35,863 475,000 SH   SOLE N/A 475,000 0 0
MCKESSON CORP COM 58155Q103 537,421 3,266,200 SH   SOLE N/A 3,266,200 0 0
MGM RESORTS INTERNATIONAL COM 552953101 123,433 3,944,800 SH   SOLE N/A 3,944,800 0 0
NAVIGANT CONSULTING INC COM 63935N107 237 12,000 SH   SOLE N/A 12,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 16,406 75,000 SH   SOLE N/A 75,000 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 3,266 76,665 SH   SOLE N/A 76,665 0 0
OWENS CORNING NEW COM 690742101 163,603 2,444,762 SH   SOLE N/A 2,444,762 0 0
PENN NATL GAMING INC COM 707569109 38,694 1,808,113 SH   SOLE N/A 1,808,113 0 0
PENNYMAC FINL SVCS INC CL A 70932B101 8,684 520,000 SH   SOLE N/A 520,000 0 0
PGT INNOVATIONS INC COM 69336V101 14,866 1,161,394 SH   SOLE N/A 1,161,394 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 1,005 50,854 SH   SOLE N/A 50,854 0 0
PRICELINE GRP INC COM NEW 741503403 258,141 138,005 SH   SOLE N/A 138,005 0 0
PROVIDENCE SVC CORP COM 743815102 17,714 350,000 SH   SOLE N/A 350,000 0 0
PURECYCLE CORP COM NEW 746228303 46,368 5,982,970 SH   SOLE N/A 5,982,970 0 0
Q2 HLDGS INC COM 74736L109 6,097 165,000 SH   SOLE N/A 165,000 0 0
RED ROCK RESORTS INC CL A 75700L108 55,626 2,362,032 SH   SOLE N/A 2,362,032 0 0
RITE AID CORP COM 767754104 26,550 9,000,000 SH   SOLE N/A 9,000,000 0 0
SELECT MED HLDGS CORP COM 81619Q105 9,474 617,208 SH   SOLE N/A 617,208 0 0
SEMGROUP CORP CL A 81663A105 23,695 877,600 SH   SOLE N/A 877,600 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 42,031 1,072,500 SH   SOLE N/A 1,072,500 0 0
SOUTHWEST AIRLS CO COM 844741108 349,115 5,618,200 SH   SOLE N/A 5,618,200 0 0
STAMPS COM INC COM NEW 852857200 10,178 65,717 SH   SOLE N/A 65,717 0 0
SYNCHRONY FINL COM 87165B103 8,946 300,000 SH   SOLE N/A 300,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 109,343 2,048,000 SH   SOLE N/A 2,048,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 11,604 600,000 SH   SOLE N/A 600,000 0 0
TIVITY HEALTH INC COM 88870R102 13,549 340,000 SH   SOLE N/A 340,000 0 0
TRIPADVISOR INC COM 896945201 102,971 2,695,569 SH   SOLE N/A 2,695,569 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 147,496 6,234,000 SH   SOLE N/A 6,234,000 0 0
TRUECAR INC COM 89785L107 96,231 4,828,447 SH   SOLE N/A 4,828,447 0 0
TUESDAY MORNING CORP COM NEW 899035505 8,433 4,438,200 SH   SOLE N/A 4,438,200 0 0
TWILIO INC CL A 90138F102 437 15,000 SH   SOLE N/A 15,000 0 0
UNITED CONTL HLDGS INC COM 910047109 1,226,177 16,294,711 SH   SOLE N/A 16,294,711 0 0
VISA INC COM CL A 92826C839 37,512 400,000 SH   SOLE N/A 400,000 0 0
WEBSTER FINL CORP CONN COM 947890109 8,355 160,000 SH   SOLE N/A 160,000 0 0
WEX INC COM 96208T104 67,776 650,000 SH   SOLE N/A 650,000 0 0
WHITING PETE CORP NEW COM 966387102 41,683 7,565,000 SH   SOLE N/A 7,565,000 0 0
WILLIAMS COS INC DEL COM 969457100 102,498 3,385,000 SH   SOLE N/A 3,385,000 0 0
WIX COM LTD SHS M98068105 278 4,000 SH   SOLE N/A 4,000 0 0
ZILLOW GROUP INC CL A 98954M101 79,019 1,617,910 SH   SOLE N/A 1,617,910 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 190,259 3,882,041 SH   SOLE N/A 3,882,041 0 0