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 |
| CAESARS ENTMT CORP | COM | 127686103 | 12,244 | 1,803,170 | SH | SOLE | 1,803,170 | 0 | 0 | ||
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 4,930 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| CHART INDS INC | COM PAR $0.01 | 16115Q308 | 10,840 | 166,690 | SH | SOLE | 166,690 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 10,824 | 44,373 | SH | SOLE | 44,373 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | 13,571 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| DAVE & BUSTERS ENTMT INC | COM | 238337109 | 13,368 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| DYCOM INDUSTRIES INC | COM | 267475101 | 11,859 | 219,442 | SH | SOLE | 219,442 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 20,322 | 561,215 | SH | SOLE | 561,215 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 17,048 | 250,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| GOLDEN ENTMT INC | COM | 381013101 | 5,023 | 313,574 | SH | SOLE | 313,574 | 0 | 0 | ||
| HARSCO CORP | COM | 415864107 | 3,289 | 165,602 | SH | SOLE | 165,602 | 0 | 0 | ||
| HERSHA HOSPITALITY TR | PR SHS BEN INT | 427825500 | 12,639 | 720,576 | SH | SOLE | 720,576 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 16,405 | 134,900 | SH | SOLE | 134,900 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 15,240 | 375,739 | SH | SOLE | 375,739 | 0 | 0 | ||
| MATTEL INC | COM | 577081102 | 1,631 | 163,300 | SH | Call | SOLE | 0 | 0 | 0 | |
| MCDERMOTT INTL INC | COM | 580037703 | 8,175 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| MCDERMOTT INTL INC | COM | 580037703 | 1,962 | 300,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| PENN NATL GAMING INC | COM | 707569109 | 15,119 | 802,900 | SH | SOLE | 802,900 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 1,883 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 7,287 | 407,534 | SH | SOLE | 407,534 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 1,504 | 84,100 | SH | Call | SOLE | 0 | 0 | 0 | |
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 3,460 | 62,200 | SH | Call | SOLE | 0 | 0 | 0 | |
| TUESDAY MORNING CORP | COM NEW | 899035505 | 1,122 | 660,240 | SH | SOLE | 660,240 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 7,284 | 387,851 | SH | SOLE | 387,851 | 0 | 0 | ||