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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 2,921 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 7,185 | 151,300 | SH | SOLE | 151,300 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 2,767 | 72,700 | SH | SOLE | 72,700 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 9,410 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 1,354 | 4,400 | SH | SOLE | 4,400 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 7,842 | 203,800 | SH | SOLE | 203,800 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 4,808 | 99,700 | SH | SOLE | 99,700 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM | 42806J106 | 1,105 | 49,400 | SH | SOLE | 49,400 | 0 | 0 | ||
| LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 1,777 | 55,900 | SH | SOLE | 55,900 | 0 | 0 | ||
| RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 7,442 | 97,700 | SH | SOLE | 97,700 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 6,537 | 121,700 | SH | SOLE | 121,700 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 4,980 | 81,800 | SH | SOLE | 81,800 | 0 | 0 | ||