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 |
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 |