The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 25,754 149,121 SH   SOLE   149,121 0 0
ALLEGHANY CORP DEL COM 017175100 39,584 71,450 SH   SOLE   71,450 0 0
ALPHABET INC CAP STK CL C 02079K107 54,602 56,929 SH   SOLE   56,929 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 1,636 56,265 SH   SOLE   56,265 0 0
AMERICAN NATL INS CO COM 028591105 6,625 56,103 SH   SOLE   56,103 0 0
AON PLC SHS CL A G0408V102 9,161 62,705 SH   SOLE   62,705 0 0
ATHENE HLDG LTD CL A G0684D107 19,940 370,350 SH   SOLE   370,350 0 0
BAIDU INC SPON ADR REP A 056752108 6,250 25,234 SH   SOLE   25,234 0 0
BEACON ROOFING SUPPLY INC COM 073685109 12,516 244,223 SH   SOLE   244,223 0 0
BERRY GLOBAL GROUP INC COM 08579W103 15,056 265,770 SH   SOLE   265,770 0 0
BOYD GAMING CORP COM 103304101 11,434 438,936 SH   SOLE   438,936 0 0
ELDORADO RESORTS INC COM 28470R102 9,077 353,888 SH   SOLE   353,888 0 0
ELECTRONIC ARTS INC COM 285512109 17,327 146,771 SH   SOLE   146,771 0 0
FACEBOOK INC CL A 30303M102 19,705 115,323 SH   SOLE   115,323 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 8,943 521,497 SH   SOLE   521,497 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 9,627 534,836 SH   SOLE   534,836 0 0
NEXTERA ENERGY INC COM 65339F101 16,158 110,251 SH   SOLE   110,251 0 0
NUVECTRA CORP COM 67075N108 4,882 368,200 SH   SOLE   368,200 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 32,915 226,300 SH Put SOLE   226,300 0 0
PRAXAIR INC COM 74005P104 8,804 63,007 SH   SOLE   63,007 0 0
PROGRESSIVE CORP OHIO COM 743315103 13,499 278,806 SH   SOLE   278,806 0 0
PRUDENTIAL FINL INC COM 744320102 6,003 56,467 SH   SOLE   56,467 0 0
RED HAT INC COM 756577102 15,279 137,818 SH   SOLE   137,818 0 0
RED ROCK RESORTS INC CL A 75700L108 6,232 269,085 SH   SOLE   269,085 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 13,711 101,458 SH   SOLE   101,458 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 42,709 170,000 SH Put SOLE   170,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 33,504 327,732 SH   SOLE   327,732 0 0
TORCHMARK CORP COM 891027104 6,519 81,398 SH   SOLE   81,398 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 32,601 1,264,066 SH   SOLE   1,264,066 0 0