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 | 7,853 | 159,000 | SH | SOLE | 159,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 6,773 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 1,912 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
| BROWN FORMAN CORP | CL A | 115637209 | 6,566 | 138,000 | SH | SOLE | 138,000 | 0 | 0 | ||
| CANOPY GROWTH CORP | COM | 138035100 | 711 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 5,611 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 6,899 | 42,900 | SH | SOLE | 42,900 | 0 | 0 | ||
| CRONOS GROUP INC | COM | 22717L101 | 664 | 63,000 | SH | SOLE | 63,000 | 0 | 0 | ||
| DIAGEO P L C | SPON ADR NEW | 25243Q205 | 6,700 | 47,250 | SH | SOLE | 47,250 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 5,109 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 3,303 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| L3 TECHNOLOGIES INC | COM | 502413107 | 3,560 | 20,500 | SH | SOLE | 20,500 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 7,339 | 141,000 | SH | SOLE | 141,000 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 5,525 | 21,100 | SH | SOLE | 21,100 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 755 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| MELCO RESORT ENTERTAINMENT LTD ADR | ADR | 585464100 | 2,306 | 130,900 | SH | SOLE | 130,900 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 6,308 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 4,506 | 18,400 | SH | SOLE | 18,400 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 4,139 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 6,747 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 1,288 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 2,875 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 7,072 | 71,500 | SH | SOLE | 71,500 | 0 | 0 | ||