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 | 5,951 | 5,270 | SH | SOLE | 5,270 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 4,828 | 283,000 | SH | SOLE | 283,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 3,267 | 1,922 | SH | SOLE | 1,922 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 6,127 | 9,132 | SH | SOLE | 9,132 | 0 | 0 | ||
| BELMOND LTD | CL A | G1154H107 | 3,748 | 336,108 | SH | SOLE | 336,108 | 0 | 0 | ||
| BRAEMAR HOTELS & RESORTS INC | COM | 10482B101 | 3,142 | 275,100 | SH | SOLE | 275,100 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 1,070 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| CAESARS ENTMT CORP | COM | 127686103 | 13,375 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 5,718 | 101,700 | SH | SOLE | 101,700 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 3,812 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| CONAGRA BRANDS INC | COM | 205887102 | 2,371 | 66,369 | SH | SOLE | 66,369 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 6,440 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 6,732 | 79,200 | SH | SOLE | 79,200 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 9,728 | 248,803 | SH | SOLE | 248,803 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 3,401 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 8,950 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| HARLEY DAVIDSON INC | COM | 412822108 | 7,630 | 181,331 | SH | SOLE | 181,331 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 2,301 | 24,077 | SH | SOLE | 24,077 | 0 | 0 | ||
| MELCO RESORT ENTERTAINMENT L | ADR | 585464100 | 7,448 | 266,000 | SH | SOLE | 266,000 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 2,196 | 29,919 | SH | SOLE | 29,919 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 6,759 | 143,040 | SH | SOLE | 143,040 | 0 | 0 | ||
| PARTY CITY HOLDCO INC | COM | 702149105 | 4,177 | 273,887 | SH | SOLE | 273,887 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 3,149 | 36,603 | SH | SOLE | 36,603 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 7,255 | 216,576 | SH | SOLE | 216,576 | 0 | 0 | ||
| RLJ LODGING TR | COM | 74965L101 | 21,245 | 963,500 | SH | SOLE | 963,500 | 0 | 0 | ||
| SOTHEBYS | COM | 835898107 | 9,035 | 166,273 | SH | SOLE | 166,273 | 0 | 0 | ||
| TRUPANION INC | COM | 898202106 | 676 | 17,507 | SH | SOLE | 17,507 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 8,905 | 127,714 | SH | SOLE | 127,714 | 0 | 0 | ||