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 | 7,294 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 7,247 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 1,970 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
| BROWN FORMAN CORP | CL A | 115637209 | 8,023 | 152,000 | SH | SOLE | 152,000 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 6,228 | 69,000 | SH | SOLE | 69,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 7,960 | 45,400 | SH | SOLE | 45,400 | 0 | 0 | ||
| DIAGEO P L C | SPON ADR NEW | 25243Q205 | 7,322 | 44,750 | SH | SOLE | 44,750 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 5,078 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 3,528 | 22,200 | SH | SOLE | 22,200 | 0 | 0 | ||
| L3 TECHNOLOGIES INC | COM | 502413107 | 4,024 | 19,500 | SH | SOLE | 19,500 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 8,473 | 139,000 | SH | SOLE | 139,000 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 6,003 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 942 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| MELCO RESORT ENTERTAINMENT LTD ADR | ADR | 585464100 | 2,460 | 108,900 | SH | SOLE | 108,900 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 6,672 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 4,772 | 17,700 | SH | SOLE | 17,700 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 6,276 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 7,429 | 40,800 | SH | SOLE | 40,800 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 743 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 3,480 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 8,352 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||