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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 3,614 | 26,365 | SH | SOLE | 26,365 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 39,205 | 37,518 | SH | SOLE | 37,518 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 40,886 | 705,660 | SH | SOLE | 705,660 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 2,776 | 95,834 | SH | SOLE | 95,834 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 38,622 | 22,423 | SH | SOLE | 22,423 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 11,599 | 1,708,311 | SH | SOLE | 1,708,311 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 9,907 | 206,920 | SH | SOLE | 206,920 | 0 | 0 | ||
| ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 1,096 | 82,970 | SH | SOLE | 82,970 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 22,111 | 600,846 | SH | SOLE | 600,846 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 4,428 | 119,728 | SH | SOLE | 119,728 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 28,310 | 1,193,000 | SH | Call | SOLE | 1,193,000 | 0 | 0 | |
| LKQ CORP | COM | 501889208 | 12,521 | 527,628 | SH | SOLE | 527,628 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 26,603 | 245,051 | SH | SOLE | 245,051 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 3,691 | 34,000 | SH | Call | SOLE | 34,000 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 32,185 | 170,609 | SH | SOLE | 170,609 | 0 | 0 | ||
| MIDDLEBY CORP | COM | 596278101 | 33,206 | 323,235 | SH | SOLE | 323,235 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 36,966 | 706,808 | SH | SOLE | 706,808 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 36,037 | 212,056 | SH | SOLE | 212,056 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 42,191 | 935,286 | SH | SOLE | 935,286 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 38,050 | 288,385 | SH | SOLE | 288,385 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 39,646 | 518,729 | SH | SOLE | 518,729 | 0 | 0 | ||
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 12,244 | 269,878 | SH | SOLE | 269,878 | 0 | 0 | ||