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 |
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
PLAYAGS INC | COM | 72814N104 | 17,875,000 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | |||
BALLYS CORPORATION | COM | 05875B106 | 43,920,000 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | |||
BLADE AIR MOBILITY INC | CL A COM | 092667104 | 15,210,000 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | |||
BOYD GAMING CORP | COM | 103304101 | 192,360,000 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | |||
MR COOPER GROUP INC | COM | 62482R107 | 133,152,500 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | |||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 329,467,500 | 6,750,000 | SH | SOLE | 6,750,000 | 0 | 0 | |||
FIRST AMERN FINL CORP | COM | 31847R102 | 556,600,000 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | |||
GLOBAL BUSINESS TRAVEL GROUP | COM CL A | 37890B100 | 54,366,000 | 8,200,000 | SH | SOLE | 8,200,000 | 0 | 0 | |||
THE ODP CORP | COM | 88337F105 | 134,940,000 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | |||
PENN NATL GAMING INC | COM | 707569109 | 415,240,000 | 14,000,000 | SH | SOLE | 14,000,000 | 0 | 0 | |||
PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 96,000,000 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | |||
INVESCO QQQ TR | PUT | 46090E953 | 320,930,000 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | ||
RYDER SYS INC | COM | 783549108 | 450,662,000 | 5,050,000 | SH | SOLE | 5,050,000 | 0 | 0 | |||
RUSH STREET INTERACTIVE INC | COM | 782011100 | 18,660,000 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | |||
SPDR S&P 500 ETF TR | PUT | 78462F903 | 614,085,000 | 1,500,000 | SH | Put | SOLE | 1,500,000 | 0 | 0 | ||
UNIVAR SOLUTIONS INC | CALL | 91336L907 | 74,438,750 | 2,125,000 | SH | Put | SOLE | 2,125,000 | 0 | 0 |