0001172661-17-001668.txt : 20170814 0001172661-17-001668.hdr.sgml : 20170814 20170814130205 ACCESSION NUMBER: 0001172661-17-001668 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170814 DATE AS OF CHANGE: 20170814 EFFECTIVENESS DATE: 20170814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: THREE BAYS CAPITAL LP CENTRAL INDEX KEY: 0001593380 IRS NUMBER: 900941865 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16716 FILM NUMBER: 171028800 BUSINESS ADDRESS: STREET 1: 222 BERKELEY STREET STREET 2: 19TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 617-954-1400 MAIL ADDRESS: STREET 1: 222 BERKELEY STREET STREET 2: 19TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001593380 XXXXXXXX 06-30-2017 06-30-2017 false THREE BAYS CAPITAL LP

222 Berkeley Street 19th Floor Boston MA 02116

13F HOLDINGS REPORT 028-16716 N Martha Mensoian 617-954-1400 /s/ Martha Mensoian Boston MA 08-14-2017 0 19 1255449 INFORMATION TABLE 2 infotable.xml ALTICE USA INC CL A 02156K103 32300 1000000 SH SOLE 1000000 0 0 BLACKHAWK NETWORK HLDGS INC COM 09238E104 21408 491000 SH SOLE 491000 0 0 BOYD GAMING CORP COM 103304101 40618 1637162 SH SOLE 1637162 0 0 CHURCHILL DOWNS INC COM 171484108 236006 1287543 SH SOLE 1287543 0 0 DXC TECHNOLOGY CO COM 23355L106 40531 528300 SH SOLE 528300 0 0 ELDORADO RESORTS INC COM 28470R102 22000 1100000 SH SOLE 1100000 0 0 HCA HEALTHCARE INC COM 40412C101 55154 632500 SH SOLE 632500 0 0 INTERCONTINENTAL EXCHANGE INC COM 45866F104 69798 1058830 SH SOLE 1058830 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 140920 1000000 SH Put SOLE 1000000 0 0 LANDCADIA HLDGS INC UNIT 12/31/2021T 51476W206 5081 470488 SH SOLE 470488 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 21618 590345 SH SOLE 590345 0 0 MEDICINES CO COM 584688105 55624 1463403 SH SOLE 1463403 0 0 PEABODY ENERGY CORP NEW COM 704551100 86047 3519293 SH SOLE 3519293 0 0 QUINTILES IMS HOLDINGS INC COM 74876Y101 95481 1066824 SH SOLE 1066824 0 0 RED ROCK RESORTS INC CL A 75700L108 34619 1470000 SH SOLE 1470000 0 0 SINCLAIR BROADCAST GROUP INC CL A 829226109 92869 2822780 SH SOLE 2822780 0 0 SUMMIT MATLS INC CL A 86614U100 75856 2627487 SH SOLE 2627487 0 0 VANECK VECTORS ETF TR SEMICONDUCTOR ETF 92189F676 69581 850000 SH Put SOLE 850000 0 0 ZAYO GROUP HLDGS INC COM 98919V105 59938 1939757 SH SOLE 1939757 0 0