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 | 12,163 | 170,300 | SH | SOLE | 170,300 | 0 | 0 | ||
| AMBEV SA | SPONSORED ADR | 02319V103 | 2,236 | 388,200 | SH | SOLE | 388,200 | 0 | 0 | ||
| AMERICAN OUTDOOR BRANDS CORP COM | COM | 02874P103 | 9,905 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 5,306 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| BOSTON BEER INC | CL A | 100557107 | 1,447 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 3,176 | 144,300 | SH | SOLE | 144,300 | 0 | 0 | ||
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 6,632 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BROWN FORMAN CORP | CL A | 115637209 | 5,542 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 3,654 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 8,104 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DIAGEO P L C | SPON ADR NEW | 25243Q205 | 5,779 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 1,202 | 35,967 | SH | SOLE | 35,967 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 6,926 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 6,868 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOGY SHS USD | SHS USD | G4863A108 | 740 | 31,232 | SH | SOLE | 31,232 | 0 | 0 | ||
| L3 TECHNOLOGIES INC | COM | 502413107 | 2,479 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 10,187 | 178,500 | SH | SOLE | 178,500 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 5,352 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 5,393 | 290,900 | SH | SOLE | 290,900 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 10,667 | 389,300 | SH | SOLE | 389,300 | 0 | 0 | ||
| MOLSON COORS BREWING CO | CL B | 60871R209 | 7,657 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 6,541 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 1,069 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 11,572 | 102,500 | SH | SOLE | 102,500 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 9,150 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| REYNOLDS AMERICAN INC | COM | 761713106 | 11,029 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| STURM RUGER & CO INC | COM | 864159108 | 1,125 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 6,172 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| UNIVERSAL CORP VA | COM | 913456109 | 743 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| VECTOR GROUP LTD | COM | 92240M108 | 264 | 12,700 | SH | SOLE | 12,700 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 9,536 | 83,200 | SH | SOLE | 83,200 | 0 | 0 | ||