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 |
| ALTICE USA INC | CL A | 02156K103 | 26,610 | 1,253,400 | SH | SOLE | 1,253,400 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 40,472 | 1,371,000 | SH | SOLE | 1,371,000 | 0 | 0 | ||
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 96,224 | 2,699,129 | SH | SOLE | 2,699,129 | 0 | 0 | ||
| BRITISH AMER TOB PLC | SPONSORED ADR | 110448107 | 11,053 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 57,135 | 222,400 | SH | SOLE | 222,400 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 129,039 | 554,528 | SH | SOLE | 554,528 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER A | 25470F104 | 12,421 | 555,000 | SH | SOLE | 555,000 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 1,442 | 86,090 | SH | SOLE | 86,090 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 45,060 | 512,977 | SH | SOLE | 512,977 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE INC | COM | 45866F104 | 46,551 | 659,730 | SH | SOLE | 659,730 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 73,114 | 746,824 | SH | SOLE | 746,824 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 40,701 | 380,600 | SH | SOLE | 380,600 | 0 | 0 | ||
| LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 3,381 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 6,963 | 219,391 | SH | SOLE | 219,391 | 0 | 0 | ||
| MEDICINES CO | COM | 584688105 | 69,888 | 2,556,266 | SH | SOLE | 2,556,266 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 7,843 | 100,300 | SH | SOLE | 100,300 | 0 | 0 | ||
| PARSLEY ENERGY INC | CL A | 701877102 | 52,256 | 1,775,000 | SH | SOLE | 1,775,000 | 0 | 0 | ||
| PEABODY ENERGY CORP NEW | COM | 704551100 | 85,244 | 2,165,196 | SH | SOLE | 2,165,196 | 0 | 0 | ||
| PEABODY ENERGY CORP NEW | COM | 704551100 | 19,685 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| PIONEER NAT RES CO | COM | 723787107 | 71,224 | 412,055 | SH | SOLE | 412,055 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 128,452 | 3,393,703 | SH | SOLE | 3,393,703 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 613,778 | 2,300,000 | SH | Put | SOLE | 2,300,000 | 0 | 0 | |
| SUMMIT MATLS INC | CL A | 86614U100 | 127,496 | 4,055,221 | SH | SOLE | 4,055,221 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 11,050 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||