The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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
ACTIVISION BLIZZARD INC COM 00507V109   2,360 50,000 SH Put SOLE   50,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   15,251 90,000 SH Call SOLE   90,000 0 0
AMAZON COM INC COM 023135106   127,820 67,500 SH Call SOLE   67,500 0 0
ANAPLAN INC COM 03272L108   11,004 218,028 SH   SOLE   218,028 0 0
ANAPLAN INC COM 03272L108   9,842 195,000 SH Call SOLE   195,000 0 0
BAIDU INC SPON ADR REP A 056752108   6,455 55,000 SH Put SOLE   55,000 0 0
BED BATH & BEYOND INC COM 075896100   2,324 200,000 SH Call SOLE   200,000 0 0
BEST BUY INC COM 086516101   3,487 50,000 SH Put SOLE   50,000 0 0
CAESARS ENTMT CORP COM 127686103   8,274 700,000 SH Call SOLE   700,000 0 0
D R HORTON INC COM 23331A109   11,998 278,192 SH   SOLE   278,192 0 0
ELDORADO RESORTS INC COM 28470R102   22,873 496,489 SH   SOLE   496,489 0 0
ELDORADO RESORTS INC COM 28470R102   18,428 400,000 SH Call SOLE   400,000 0 0
FEDEX CORP COM 31428X106   6,568 40,000 SH Put SOLE   40,000 0 0
FOOT LOCKER INC COM 344849104   12,576 300,000 SH Call SOLE   300,000 0 0
GAMESTOP CORP NEW CL A 36467W109   1,094 200,000 SH Put SOLE   200,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   12,866 330,066 SH   SOLE   330,066 0 0
JUMIA TECHNOLOGIES AG SPONSORED ADS 48138M105   1,321 50,000 SH Put SOLE   50,000 0 0
L BRANDS INC COM 501797104   12,938 495,700 SH Call SOLE   495,700 0 0
LAS VEGAS SANDS CORP COM 517834107   5,909 100,000 SH Call SOLE   100,000 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109   3,674 188,529 SH   SOLE   188,529 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109   2,292 117,600 SH Call SOLE   117,600 0 0
LULULEMON ATHLETICA INC COM 550021109   8,470 47,000 SH   SOLE   47,000 0 0
LULULEMON ATHLETICA INC COM 550021109   9,011 50,000 SH Call SOLE   50,000 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107   6,052 524,000 SH Put SOLE   524,000 0 0
MACYS INC COM 55616P104   4,292 200,000 SH Put SOLE   200,000 0 0
MASCO CORP COM 574599106   5,568 141,895 SH   SOLE   141,895 0 0
MCDONALDS CORP COM 580135101   16,263 78,317 SH   SOLE   78,317 0 0
MERCADOLIBRE INC COM 58733R102   4,405 7,200 SH   SOLE   7,200 0 0
MGM RESORTS INTERNATIONAL COM 552953101   4,286 150,000 SH Put SOLE   150,000 0 0
NETFLIX INC COM 64110L106   25,712 70,000 SH Call SOLE   70,000 0 0
OVERSTOCK COM INC DEL COM 690370101   3,944 290,000 SH Call SOLE   290,000 0 0
OWENS CORNING NEW COM 690742101   1,455 25,000 SH   SOLE   25,000 0 0
PAPA JOHNS INTL INC COM 698813102   1,789 40,000 SH   SOLE   40,000 0 0
PAPA JOHNS INTL INC COM 698813102   3,582 80,100 SH Put SOLE   80,100 0 0
POLARIS INDS INC COM 731068102   13,730 150,500 SH Call SOLE   150,500 0 0
RED ROCK RESORTS INC CL A 75700L108   3,224 150,100 SH Put SOLE   150,100 0 0
RH COM 74967X103   4,046 35,000 SH Call SOLE   35,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103   16,969 140,000 SH Call SOLE   140,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103   606 5,000 SH   SOLE   5,000 0 0
SALLY BEAUTY HLDGS INC COM 79546E104   1,668 125,000 SH   SOLE   125,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   73,250 250,000 SH Put SOLE   250,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   13,850 188,774 SH   SOLE   188,774 0 0
TWIN RIV WORLDWIDE HLDGS INC COM 90171V204   5,098 171,369 SH   SOLE   171,369 0 0
UBER TECHNOLOGIES INC COM 90353T100   9,276 200,000 SH   SOLE   200,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,074 10,400 SH   SOLE   10,400 0 0
V F CORP COM 918204108   2,281 26,108 SH   SOLE   26,108 0 0
VICI PPTYS INC COM 925652109   24,227 1,099,238 SH   SOLE   1,099,238 0 0
VICI PPTYS INC COM 925652109   2,720 123,400 SH Call SOLE   123,400 0 0
VONAGE HLDGS CORP COM 92886T201   3,949 348,504 SH   SOLE   348,504 0 0
ZILLOW GROUP INC CL A 98954M101   3,890 85,000 SH   SOLE   85,000 0 0