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 |
|
||||||||||||||||
| 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 | 13,337 | 210,300 | SH | SOLE | 210,300 | 0 | 0 | ||
| AMBEV SA | SPONSORED ADR | 02319V103 | 651 | 98,800 | SH | SOLE | 98,800 | 0 | 0 | ||
| AMERICAN OUTDOOR BRANDS CORP COM | COM | 02874P103 | 4,270 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 4,983 | 19,600 | SH | SOLE | 19,600 | 0 | 0 | ||
| BOSTON BEER INC | CL A | 100557107 | 1,562 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 3,759 | 144,300 | SH | SOLE | 144,300 | 0 | 0 | ||
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 11,994 | 192,050 | SH | SOLE | 192,050 | 0 | 0 | ||
| BROWN FORMAN CORP | CL A | 115637209 | 6,516 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 4,743 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 10,371 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| DIAGEO P L C | SPON ADR NEW | 25243Q205 | 6,607 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 7,606 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 7,796 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| L3 TECHNOLOGIES INC | COM | 502413107 | 1,884 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 10,330 | 161,000 | SH | SOLE | 161,000 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 6,206 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MELCO RESORT ENTERTAINMENT LTD ADR | ADR | 585464100 | 6,414 | 265,900 | SH | SOLE | 265,900 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 9,875 | 303,000 | SH | SOLE | 303,000 | 0 | 0 | ||
| MOLSON COORS BREWING CO | CL B | 60871R209 | 5,715 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 7,912 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 1,357 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 11,379 | 102,500 | SH | SOLE | 102,500 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 11,195 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 4,063 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| UNIVERSAL CORP VA | COM | 913456109 | 1,648 | 28,754 | SH | SOLE | 28,754 | 0 | 0 | ||
| VECTOR GROUP LTD | COM | 92240M108 | 273 | 13,335 | SH | SOLE | 13,335 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 11,169 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||