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 |
| Altria Group Inc | COM | 02209S103 | 17,669 | 384,600 | SH | SOLE | 384,600 | 0 | 0 | ||
| Ambev SA | SPONSORED ADR | 02319V103 | 5,895 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| Anheuser-Busch InBev NV | SPONSORED ADR | 03524A108 | 2,217 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Boeing Co/The | COM | 097023105 | 10,993 | 86,300 | SH | SOLE | 86,300 | 0 | 0 | ||
| Boston Beer Co Inc/The | CL A | 100557107 | 2,883 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| Boyd Gaming Corp | COM | 103304101 | 1,727 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| British American Tobacco PLC | SPONSORED ADR | 110448107 | 3,958 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Brown-Forman Corp | CL A | 115637209 | 10,456 | 115,900 | SH | SOLE | 115,900 | 0 | 0 | ||
| Caesars Acquisition Co | CL A | 12768T103 | 788 | 83,200 | SH | SOLE | 83,200 | 0 | 0 | ||
| Caesars Entertainment Corp | COM | 127686103 | 1,950 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| Chevron Corp | COM | 166764100 | 597 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Churchill Downs Inc | COM | 171484108 | 2,243 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| Constellation Brands Inc | CL A | 21036P108 | 8,280 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| Diageo PLC | SPON ADR NEW | 25243Q205 | 10,386 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| ETFS Physical Swiss Gold Shares | SHS | 26922Y105 | 711 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| EXCO Resources Inc | COM | 269279402 | 100 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Exelon Corp | COM | 30161N101 | 341 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Gaming and Leisure Properties Inc | COM | 36467J108 | 2,347 | 75,967 | SH | SOLE | 75,967 | 0 | 0 | ||
| General Dynamics Corp | COM | 369550108 | 9,532 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| Honeywell International Inc | COM | 438516106 | 7,692 | 82,600 | SH | SOLE | 82,600 | 0 | 0 | ||
| iPath Bloomberg Commodity Index Total Return ETN | DJUBS CMDT ETN36 | 06738C778 | 309 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| iPath Goldman Sachs Crude Oil Total Return Index ETN | IPSP CROIL ETN | 06738C786 | 660 | 29,405 | SH | SOLE | 29,405 | 0 | 0 | ||
| Las Vegas Sands Corp | COM | 517834107 | 11,628 | 186,920 | SH | SOLE | 186,920 | 0 | 0 | ||
| Lockheed Martin Corp | COM | 539830109 | 11,881 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| Lorrilard Inc | COM | 544147101 | 22,041 | 367,900 | SH | SOLE | 367,900 | 0 | 0 | ||
| Louisiana-Pacific Corp | COM | 546347105 | 340 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| lululemon athletica Inc | COM | 550021109 | 420 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Market Vectors Gold Miners ETF | GOLD MINER ETF | 57060U100 | 107 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| McDermott International Inc | COM | 580037109 | 286 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MGM Resorts International | COM | 552953101 | 12,283 | 539,200 | SH | SOLE | 539,200 | 0 | 0 | ||
| Molson Coors Brewing Co | CL B | 60871R209 | 5,732 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| Northrop Grumman Corp | COM | 666807102 | 8,446 | 64,100 | SH | SOLE | 64,100 | 0 | 0 | ||
| Penn National Gaming Inc | COM | 707569109 | 650 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| Pfizer Inc | COM | 717081103 | 591 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Philip Morris International Inc | COM | 718172109 | 15,012 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| PIMCO Total Return Active Exchange-Traded Fund | TTL RTN ACTV ETF | 72201R775 | 434 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| PowerShares Fundamental High Yield Corporate Bond Portfolio | FDM HG YLD RAFI | 73936T557 | 286 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| ProShares Short 20+ Year Treasury | SHRT 20+YR TRE | 74347X849 | 222 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| ProShares UltraShort 20+ Year Treasury | PSHS ULTSH 20YRS | 74347B201 | 169 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| Raytheon Co | COM NEW | 755111507 | 14,227 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| Reynolds American Inc | COM | 761713106 | 15,635 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| S&P 500 SPDRS Put | PUT | 78462F953 | 116 | 325 | SH | Put | SOLE | 325 | 0 | 0 | |
| Smith & Wesson Holding Corp | COM | 831756101 | 2,124 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| Sturm Ruger & Co Inc | COM | 864159108 | 3,705 | 76,100 | SH | SOLE | 76,100 | 0 | 0 | ||
| Swedish Expt Cr Corp | ROG AGRI ETN22 | 870297603 | 314 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| United States Natural Gas Fund LP | UNIT PAR $0.001 | 912318201 | 995 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| United Technologies Corp | COM | 913017109 | 6,896 | 65,300 | SH | SOLE | 65,300 | 0 | 0 | ||
| Wal-Mart Stores Inc | COM | 931142103 | 382 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Wynn Resorts Ltd | COM | 983134107 | 10,289 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||