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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 10,055 | 58,964 | SH | SOLE | 58,964 | 0 | 0 | |||
| ALTRIA GROUP INC | COM | 02209S103 | 2,872 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | ||
| ANGI HOMESERVICES INC | COM CL A | 00183L102 | 2,213 | 143,338 | SH | SOLE | 143,338 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 28,493 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 4,609 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | |||
| BRINKER INTL INC | COM | 109641100 | 4,142 | 93,339 | SH | SOLE | 93,339 | 0 | 0 | |||
| CAESARS ENTMT CORP | COM | 127686103 | 4,606 | 530,000 | SH | Call | SOLE | 530,000 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 10,623 | 1,222,475 | SH | SOLE | 1,222,475 | 0 | 0 | |||
| CARVANA CO | CL A | 146869102 | 2,032 | 35,000 | SH | Put | SOLE | 35,000 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 8,420 | 203,474 | SH | SOLE | 203,474 | 0 | 0 | |||
| DEL FRISCOS RESTAURANT GROUP | COM | 245077102 | 3,290 | 513,257 | SH | SOLE | 513,257 | 0 | 0 | |||
| ELDORADO RESORTS INC | COM | 28470R102 | 16,779 | 359,366 | SH | SOLE | 359,366 | 0 | 0 | |||
| ELDORADO RESORTS INC | COM | 28470R102 | 10,272 | 220,000 | SH | Call | SOLE | 220,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 9,168 | 55,000 | SH | Call | SOLE | 55,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 5,506 | 33,031 | SH | SOLE | 33,031 | 0 | 0 | |||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 5,655 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| FISERV INC | COM | 337738108 | 7,523 | 85,220 | SH | SOLE | 85,220 | 0 | 0 | |||
| FIVE BELOW INC | COM | 33829M101 | 994 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | |||
| FOOT LOCKER INC | COM | 344849104 | 6,466 | 106,700 | SH | Call | SOLE | 106,700 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 9,551 | 157,600 | SH | SOLE | 157,600 | 0 | 0 | |||
| GAMESTOP CORP NEW | CL A | 36467W109 | 3,913 | 385,100 | SH | Put | SOLE | 385,100 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 10,213 | 264,800 | SH | SOLE | 264,800 | 0 | 0 | |||
| HANESBRANDS INC | COM | 410345102 | 10,801 | 604,110 | SH | SOLE | 604,110 | 0 | 0 | |||
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 3,377 | 260,000 | SH | Call | SOLE | 260,000 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 26,949 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 68,891 | 450,000 | SH | Put | SOLE | 450,000 | 0 | 0 | ||
| J JILL INC | COM | 46620W102 | 961 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| LAMB WESTON HLDGS INC | COM | 513272104 | 1,349 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | |||
| LAS VEGAS SANDS CORP | COM | 517834107 | 11,869 | 194,700 | SH | Call | SOLE | 194,700 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 3,676 | 60,304 | SH | SOLE | 60,304 | 0 | 0 | |||
| LAUDER ESTEE COS INC | CL A | 518439104 | 3,808 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | |||
| LULULEMON ATHLETICA INC | COM | 550021109 | 1,803 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 10,697 | 30,000 | SH | Put | SOLE | 30,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 2,852 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | |||
| NU SKIN ENTERPRISES INC | CL A | 67018T105 | 1,675 | 35,000 | SH | Put | SOLE | 35,000 | 0 | 0 | ||
| OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 1,894 | 22,199 | SH | SOLE | 22,199 | 0 | 0 | |||
| OVERSTOCK COM INC DEL | COM | 690370101 | 14,626 | 880,000 | SH | Call | SOLE | 880,000 | 0 | 0 | ||
| OVERSTOCK COM INC DEL | COM | 690370101 | 5,593 | 336,525 | SH | SOLE | 336,525 | 0 | 0 | |||
| PAPA JOHNS INTL INC | COM | 698813102 | 5,825 | 110,000 | SH | Put | SOLE | 110,000 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 1,608 | 80,000 | SH | Put | SOLE | 80,000 | 0 | 0 | ||
| PENNEY J C CORP INC | COM | 708160106 | 507 | 340,500 | SH | Put | SOLE | 340,500 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 10,960 | 276,500 | SH | SOLE | 276,500 | 0 | 0 | |||
| PUBLIC STORAGE | COM | 74460D109 | 1,416 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | |||
| RALPH LAUREN CORP | CL A | 751212101 | 1,297 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| RED ROCK RESORTS INC | CL A | 75700L108 | 6,928 | 268,000 | SH | SOLE | 268,000 | 0 | 0 | |||
| RH | COM | 74967X103 | 6,692 | 65,000 | SH | Call | SOLE | 65,000 | 0 | 0 | ||
| SHUTTERSTOCK INC | COM | 825690100 | 2,332 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 31,073 | 110,000 | SH | Put | SOLE | 110,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 2,884 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 8,962 | 409,584 | SH | SOLE | 409,584 | 0 | 0 | |||
| VONAGE HLDGS CORP | COM | 92886T201 | 9,942 | 990,218 | SH | SOLE | 990,218 | 0 | 0 | |||
| VULCAN MATLS CO | COM | 929160109 | 8,912 | 75,272 | SH | SOLE | 75,272 | 0 | 0 | |||
| WESTERN DIGITAL CORP | COM | 958102105 | 1,586 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | |||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 10,093 | 116,300 | SH | Call | SOLE | 116,300 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 3,636 | 41,899 | SH | SOLE | 41,899 | 0 | 0 | |||