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
ADVANCE AUTO PARTS INC COM 00751Y106 24,426 180,000 SH   SOLE N/A 180,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 78,141 2,737,000 SH   SOLE N/A 2,737,000 0 0
ALASKA AIR GROUP INC COM 011659109 150,975 2,500,000 SH   SOLE N/A 2,500,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 50,064 1,318,851 SH   SOLE N/A 1,318,851 0 0
AMERISOURCEBERGEN CORP COM 03073E105 4,264 50,000 SH   SOLE N/A 50,000 0 0
ANADARKO PETE CORP COM 032511107 36,625 500,000 SH   SOLE N/A 500,000 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 12,335 802,040 SH   SOLE N/A 802,040 0 0
ARALEZ PHARMACEUTICALS INC COM 03852X100 168 481,400 SH   SOLE N/A 481,400 0 0
AT HOME GROUP INC COM 04650Y100 36,351 928,500 SH   SOLE N/A 928,500 0 0
AVIS BUDGET GROUP COM 053774105 5,330 164,000 SH   SOLE N/A 164,000 0 0
BMC STK HLDGS INC COM 05591B109 16,163 775,200 SH   SOLE N/A 775,200 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 28,516 753,000 SH   SOLE N/A 753,000 0 0
BOOKING HLDGS INC COM 09857L108 280,762 138,505 SH   SOLE N/A 138,505 0 0
BOYD GAMING CORP COM 103304101 215,207 6,209,101 SH   SOLE N/A 6,209,101 0 0
CAESARS ENTMT CORP COM 127686103 145,662 13,613,257 SH   SOLE N/A 13,613,257 0 0
CAESARS ENTMT CORP NOTE 5.000%10/0 127686AA1 10,241 5,933,044 PRN   SOLE N/A 5,933,044 0 0
CARVANA CO CL A 146869102 15,260 366,835 SH   SOLE N/A 366,835 0 0
CHEGG INC COM 163092109 128,444 4,621,948 SH   SOLE N/A 4,621,948 0 0
CHURCHILL DOWNS INC COM 171484108 249,050 839,966 SH   SOLE N/A 839,966 0 0
CONNS INC COM 208242107 100,055 3,031,966 SH   SOLE N/A 3,031,966 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 3,579 704,600 SH   SOLE N/A 704,600 0 0
COSTAR GROUP INC COM 22160N109 47,452 115,000 SH   SOLE N/A 115,000 0 0
CSX CORP COM 126408103 24,747 388,000 SH   SOLE N/A 388,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 1,905 40,000 SH   SOLE N/A 40,000 0 0
DAVITA INC COM 23918K108 105,042 1,512,700 SH   SOLE N/A 1,512,700 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 662,142 13,365,809 SH   SOLE N/A 13,365,809 0 0
DESPEGAR COM CORP ORD SHS G27358103 3,849 183,526 SH   SOLE N/A 183,526 0 0
DICKS SPORTING GOODS INC COM 253393102 5,288 150,000 SH   SOLE N/A 150,000 0 0
DOVER MOTORSPORTS INC COM 260174107 1,512 671,931 SH   SOLE N/A 671,931 0 0
DYCOM INDS INC COM 267475101 102,260 1,082,000 SH   SOLE N/A 1,082,000 0 0
EAGLE MATERIALS INC COM 26969P108 28,844 274,781 SH   SOLE N/A 274,781 0 0
EHEALTH INC COM 28238P109 17,986 813,856 SH   SOLE N/A 813,856 0 0
ELDORADO RESORTS INC COM 28470R102 212,193 5,426,940 SH   SOLE N/A 5,426,940 0 0
ENVISION HEALTHCARE CORP COM 29414D100 81,419 1,850,000 SH   SOLE N/A 1,850,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 963,677 8,017,944 SH   SOLE N/A 8,017,944 0 0
FACEBOOK INC CL A 30303M102 135,596 697,800 SH   SOLE N/A 697,800 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 218,852 6,113,172 SH   SOLE N/A 6,113,172 0 0
GENESEE & WYO INC CL A 371559105 4,879 60,000 SH   SOLE N/A 60,000 0 0
GLOBAL EAGLE ENTMT INC COM 37951D102 73,032 28,981,072 SH   SOLE N/A 28,981,072 0 0
GROUPON INC COM 399473107 20,942 4,870,200 SH   SOLE N/A 4,870,200 0 0
GRUBHUB INC COM 400110102 297,042 2,831,400 SH   SOLE N/A 2,831,400 0 0
HERC HLDGS INC COM 42704L104 90,144 1,600,000 SH   SOLE N/A 1,600,000 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 90,331 5,888,576 SH   SOLE N/A 5,888,576 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 161,634 6,955,000 SH   SOLE N/A 6,955,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 60,609 3,193,290 SH   SOLE N/A 3,193,290 0 0
LENDINGTREE INC NEW COM 52603B107 5,644 26,400 SH   SOLE N/A 26,400 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 3,658 101,200 SH   SOLE N/A 101,200 0 0
MASONITE INTL CORP NEW COM 575385109 53,810 748,926 SH   SOLE N/A 748,926 0 0
MCKESSON CORP COM 58155Q103 557,145 4,176,500 SH   SOLE N/A 4,176,500 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 4,200 150,000 SH   SOLE N/A 150,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 35,707 1,230,000 SH   SOLE N/A 1,230,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 27,357 100,000 SH   SOLE N/A 100,000 0 0
OWENS CORNING NEW COM 690742101 135,500 2,138,230 SH   SOLE N/A 2,138,230 0 0
PENN NATL GAMING INC COM 707569109 62,474 1,859,904 SH   SOLE N/A 1,859,904 0 0
PENNYMAC FINL SVCS INC CL A 70932B101 13,319 677,800 SH   SOLE N/A 677,800 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 8,369 350,000 SH   SOLE N/A 350,000 0 0
PURECYCLE CORP COM NEW 746228303 57,137 5,982,970 SH   SOLE N/A 5,982,970 0 0
QUINSTREET INC COM 74874Q100 2,286 180,000 SH   SOLE N/A 180,000 0 0
RED ROCK RESORTS INC CL A 75700L108 63,952 1,909,000 SH   SOLE N/A 1,909,000 0 0
SELECT MED HLDGS CORP COM 81619Q105 11,206 617,408 SH   SOLE N/A 617,408 0 0
SEMGROUP CORP CL A 81663A105 19,375 762,779 SH   SOLE N/A 762,779 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 63,782 1,072,500 SH   SOLE N/A 1,072,500 0 0
SOUTHWEST AIRLS CO COM 844741108 247,674 4,867,800 SH   SOLE N/A 4,867,800 0 0
SOUTHWESTERN ENERGY CO COM 845467109 12,720 2,400,000 SH   SOLE N/A 2,400,000 0 0
STAMPS COM INC COM NEW 852857200 104,210 411,817 SH   SOLE N/A 411,817 0 0
STARS GROUP INC COM 85570W100 35,866 988,043 SH   SOLE N/A 988,043 0 0
SYNCHRONY FINL COM 87165B103 34,940 1,046,742 SH   SOLE N/A 1,046,742 0 0
TEMPUR SEALY INTL INC COM 88023U101 98,406 2,048,000 SH   SOLE N/A 2,048,000 0 0
TIVITY HEALTH INC COM 88870R102 33,499 951,683 SH   SOLE N/A 951,683 0 0
TRIPADVISOR INC COM 896945201 156,209 2,803,969 SH   SOLE N/A 2,803,969 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 27,717 6,105,000 SH   SOLE N/A 6,105,000 0 0
TRUECAR INC COM 89785L107 90,489 8,968,152 SH   SOLE N/A 8,968,152 0 0
TUESDAY MORNING CORP COM NEW 899035505 13,934 4,568,600 SH   SOLE N/A 4,568,600 0 0
UNITED CONTL HLDGS INC COM 910047109 1,085,986 15,574,152 SH   SOLE N/A 15,574,152 0 0
VISA INC COM CL A 92826C839 59,603 450,000 SH   SOLE N/A 450,000 0 0
WEBSTER FINL CORP CONN COM 947890109 13,383 210,100 SH   SOLE N/A 210,100 0 0
WEX INC COM 96208T104 130,479 685,000 SH   SOLE N/A 685,000 0 0
WHITING PETE CORP NEW COM NEW 966387409 169,693 3,218,750 SH   SOLE N/A 3,218,750 0 0
WILLIAMS COS INC DEL COM 969457100 99,280 3,662,100 SH   SOLE N/A 3,662,100 0 0
WYNN RESORTS LTD COM 983134107 16,734 100,000 SH   SOLE N/A 100,000 0 0
ZILLOW GROUP INC CL A 98954M101 101,193 1,693,600 SH   SOLE N/A 1,693,600 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 229,273 3,882,041 SH   SOLE N/A 3,882,041 0 0