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 |
| ADT 47 STRIKE AMER CALL 10/19/2013 | CALL | 00101J906 | 4,074 | 100,200 | SH | Call | SOLE | 100,200 | 0 | 0 | |
| CVC 17 STRIKE AMER PUT 12/21/2013 | PUT | 12686C959 | 37,048 | 2,200,000 | SH | Put | SOLE | 2,200,000 | 0 | 0 | |
| NORWEGIAN CRUISE LINE HOLDIN | SHS | G66721104 | 11,260 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| AMAZON.COM INC | COM | 23135106 | 14,069 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| APOLLO GROUP INC-CL A | CL A | 37604105 | 4,162 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 10,259 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| CBS CORP-CLASS B NON VOTING | CL B | 124857202 | 22,064 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CBS 50 STRIKE AMER PUT 12/21/2013 | PUT | 124857952 | 16,548 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| COPART INC | COM | 217204106 | 14,941 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| DELTA AIR LINES INC | COM NEW | 247361702 | 2,359 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DINEEQUITY INC | COM | 254423106 | 5,440 | 78,847 | SH | SOLE | 78,847 | 0 | 0 | ||
| EARTHLINK INC | COM | 270321102 | 10,890 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| GROUPON INC | COM CL A | 399473107 | 8,969 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| HASBRO INC | COM | 418056107 | 7,307 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| INTERPUBLIC GROUP OF COS INC | COM | 460690100 | 23,193 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| LAMAR ADVERTISING CO-A | COM | 512815101 | 24,691 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 3,321 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP | CL A | 531229102 | 1,472 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| LIONS GATE ENTERTAINMENT COR | COM NEW | 535919203 | 7,010 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 5,110 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| MARRIOTT INTERNATIONAL-CL A | CL A | 571903202 | 15,773 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| MATTEL INC | COM | 577081102 | 6,910 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| MONSTER WORLDWIDE INC | COM | 611742107 | 5,304 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| MWW 5 STRIKE AMER CALL 10/19/2013 | CALL | 611742907 | 2,397 | 542,300 | SH | Call | SOLE | 542,300 | 0 | 0 | |
| NIELSON HOLDINGS NV 40 STRIKE AMER CALL 11/16/2013 | CALL | N63218906 | 3,211 | 88,100 | SH | Call | SOLE | 88,100 | 0 | 0 | |
| PANDORA MEDIA INC | COM | 698354107 | 15,078 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| PENN NATIONAL GAMING INC | COM | 707569109 | 277 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| PINNACLE ENTERTAINMENT INC | COM | 723456109 | 5,010 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| PRICELINE.COM INC | COM NEW | 741503403 | 2,022 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| ROGERS COMMUNICATIONS INC-B | CL B | 775109200 | 9,462 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| SAPIENT CORPORATION | COM | 803062108 | 4,680 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SCRIPPS NETWORKS INTER-CL A | CL A COM | 811065101 | 5,468 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| SOUFUN HOLDINGS LTD-ADR | ADR | 836034108 | 1,291 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| SPIRIT AIRLINES INC | COM | 848577102 | 10,281 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 12,985 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| TIVO INC | COM | 888706108 | 8,086 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 1,517 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| YAHOO! INC | COM | 984332106 | 4,146 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| YHOO 34 STRIKE AMER CALL 11/16/2013 | CALL | 984332906 | 9,901 | 298,500 | SH | Call | SOLE | 298,500 | 0 | 0 | |
| YHOO 33 STRIKE AMER CALL 01/18/2014 | CALL | 984332906 | 8,293 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| YHOO 34 STRIKE AMER CALL 01/18/2014 | CALL | 984332906 | 16,585 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| YHOO 32 STRIKE AMER CALL 01/18/2014 | CALL | 984332906 | 16,585 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| AMC NETWORKS INC-A | CL A | 00164V103 | 12,330 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 3,753 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| CHARTER COMMUNICATION-A | CL A NEW | 16117M305 | 8,084 | 59,990 | SH | SOLE | 59,990 | 0 | 0 | ||
| COMCAST CORP-SPECIAL CL A | CL A SPCL | 20030N200 | 6,503 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CMCSA 45 STRIKE AMER CALL 10/19/2013 | CALL | 20030N901 | 76,704 | 1,700,000 | SH | Call | SOLE | 1,700,000 | 0 | 0 | |
| CMCSA 45 STRIKE AMER CALL 01/18/2014 | CALL | 20030N901 | 99,264 | 2,200,000 | SH | Call | SOLE | 2,200,000 | 0 | 0 | |
| CTRIP.COM INTERNATIONAL-ADR | AMERICAN DEP SHS | 22943F100 | 2,918 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DISCOVERY COMMUNICATIONS-C | COM SER C | 25470F302 | 31,248 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| DISH NETWORK CORP-A | CL A | 25470M109 | 9,002 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FACEBOOK INC-A | CL A | 30303M102 | 5,023 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GOGO INC | COM | 38046C109 | 4,265 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 19,390 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 9,368 | 351,000 | SH | SOLE | 351,000 | 0 | 0 | ||
| LIBERTY VENTURES - SER A | LBT VENT COM A | 53071M880 | 2,645 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,546 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| NEWS CORP - CLASS A | CL A | 65249B109 | 10,038 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
| OPENTABLE INC | COM | 68372A104 | 4,199 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| QLIK TECHNOLOGIES INC | COM | 74733T105 | 13,350 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| SHFL ENTERTAINMENT INC | COM | 78423R105 | 16,906 | 736,013 | SH | SOLE | 736,013 | 0 | 0 | ||
| SALESFORCE.COM INC | COM | 79466L302 | 10,382 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SEAWORLD ENTERTAINMENT INC | COM | 81282V100 | 1,210 | 40,845 | SH | SOLE | 40,845 | 0 | 0 | ||
| SELECT COMFORT CORPORATION | COM | 81616X103 | 14,610 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| STARWOOD HOTELS & RESORTS | COM | 85590A401 | 598 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| TW TELECOM INC | COM | 87311L104 | 4,480 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TIBCO SOFTWARE INC | COM | 88632Q103 | 4,478 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| TIME WARNER CABLE | COM NEW | 88732J207 | 20,088 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| TWENTY FIRST CENTURY FOX INC | CL A | 90130A101 | 10,053 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| VIACOM INC-CLASS B | CL B | 92553P201 | 6,686 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| WORLD WRESTLING ENTERTAIN-A | CL A | 98156Q108 | 351 | 34,530 | SH | SOLE | 34,530 | 0 | 0 | ||
| YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 4,795 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 5,626 | 70,901 | SH | SOLE | 70,901 | 0 | 0 | ||
| SINA CORP | ORD | G81477104 | 10,552 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| INTELSAT GLOBAL HOLDINGS SA | COM | L5140P101 | 3,111 | 129,606 | SH | SOLE | 129,606 | 0 | 0 | ||
| YANDEX NV-A | SHS CLASS A | N97284108 | 9,469 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 5,742 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||