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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 5,100 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ALPHABET INC | CALL | 02079K107 | 97,372 | 1,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| AMAZON COM INC | CALL | 023135106 | 67,295 | 700 | SH | Call | SOLE | 0 | 0 | 0 | |
| BOSTON BEER INC | CL A | 100557107 | 5,311 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 3,791 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 8,324 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 16,997 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| DR PEPPER SNAPPLE GROUP INC | COM | 26138E109 | 17,694 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FACEBOOK INC | PUT | 30303M102 | 25,631 | 1,500 | SH | Put | SOLE | 0 | 0 | 0 | |
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 21,828 | 1,210,000 | SH | SOLE | 1,210,000 | 0 | 0 | ||
| MCDONALDS CORP | PUT | 580135101 | 31,336 | 2,000 | SH | Put | SOLE | 0 | 0 | 0 | |
| MELCO RESORT ENTERTAINMENT L | ADR | 585464100 | 5,427 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| MICROSOFT CORP | CALL | 594918104 | 14,898 | 2,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 7,449 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 8,487 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 38,680 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| PEPSICO INC | CALL | 713448108 | 55,715 | 5,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| PEPSICO INC | COM | 713448108 | 11,143 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 17,286 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| VANECK VECTORS ETF TR | PUT | 30303M102 | 18,664 | 2,000 | SH | Put | SOLE | 0 | 0 | 0 | |
| VEREIT INC | COM | 92339V100 | 6,010 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| VIACOM INC NEW | CL B | 92553P201 | 5,568 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 4,502 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 6,189 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| WAL-MART STORES INC | PUT | 931142103 | 19,535 | 2,500 | SH | Put | SOLE | 0 | 0 | 0 | |
| WYNN RESORTS LTD | COM | 983134107 | 8,935 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 3,442 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||