The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADIENT PLC | ORD SHS | G0084W101 | 51,989 | 887,189 | SH | SOLE | 887,189 | 0 | 0 | ||
| ADVANSIX INC | COM | 00773T101 | 1,483 | 67,000 | SH | SOLE | 67,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079k107 | 86,671 | 112,294 | SH | SOLE | 112,294 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 75,671 | 1,008,000 | SH | SOLE | 1,008,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 13,923 | 630,000 | SH | Call | SOLE | 630,000 | 0 | 0 | |
| BIOGEN INC | COM | 09062x103 | 69,108 | 243,700 | SH | Call | SOLE | 243,700 | 0 | 0 | |
| BOYD GAMING CORP | COM | 103304101 | 85,708 | 4,249,300 | SH | SOLE | 4,249,300 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 125,747 | 436,744 | SH | SOLE | 436,744 | 0 | 0 | ||
| CIGNA CORPORATION | COM | 125509109 | 56,031 | 420,054 | SH | SOLE | 420,054 | 0 | 0 | ||
| CIT GROUP INC | COM NEW | 125581801 | 180,370 | 4,226,105 | SH | SOLE | 4,226,105 | 0 | 0 | ||
| CITIZENS FINL GROUP INC | COM | 174610105 | 72,507 | 2,035,000 | SH | SOLE | 2,035,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 83,302 | 1,206,400 | SH | SOLE | 1,206,400 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 100,123 | 1,450,000 | SH | Call | SOLE | 1,450,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 126,665 | 826,200 | SH | SOLE | 826,200 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 122,862 | 1,415,947 | SH | SOLE | 1,415,947 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 65,078 | 750,000 | SH | Call | SOLE | 750,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 86,364 | 1,119,000 | SH | SOLE | 1,119,000 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 175,861 | 3,117,000 | SH | SOLE | 3,117,000 | 0 | 0 | ||
| JOHNSON CTLS INTL PLC | SHS | G51502105 | 126,221 | 3,064,352 | SH | SOLE | 3,064,352 | 0 | 0 | ||
| KITE PHARMA INC | COM | 49803L109 | 31,491 | 702,300 | SH | SOLE | 702,300 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 105,607 | 1,277,300 | SH | SOLE | 1,277,300 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 59,661 | 2,069,400 | SH | SOLE | 2,069,400 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 70,777 | 354,450 | SH | SOLE | 354,450 | 0 | 0 | ||
| MOLSON COORS BREWING CO | CL B | 60871R209 | 112,358 | 1,154,639 | SH | SOLE | 1,154,639 | 0 | 0 | ||
| NOVOCURE LTD | ORD SHS | G6674U108 | 14,272 | 1,818,079 | SH | SOLE | 1,818,079 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 171,848 | 4,353,900 | SH | SOLE | 4,353,900 | 0 | 0 | ||
| QUINTILES IMS HOLDINGS INC | COM | 74876Y101 | 134,606 | 1,769,968 | SH | SOLE | 1,769,968 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 81,403 | 3,510,250 | SH | SOLE | 3,510,250 | 0 | 0 | ||
| SHIRE PLC | SPONSORED ADR | 82481R106 | 116,233 | 682,200 | SH | SOLE | 682,200 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462f103 | 469,413 | 2,100,000 | SH | Put | SOLE | 2,100,000 | 0 | 0 | |
| STEEL DYNAMICS INC | COM | 858119100 | 94,785 | 2,664,000 | SH | SOLE | 2,664,000 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 184,536 | 1,911,700 | SH | SOLE | 1,911,700 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 28,959 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| WESCO INTL INC | COM | 95082p105 | 31,611 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 88,176 | 721,100 | SH | SOLE | 721,100 | 0 | 0 | ||