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
Estimated average burden
hours per response: 23.8
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
ACTIVISION BLIZZARD INC COM 00507V109 838 18,000 SH   SOLE   18,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 579 12,425 SH   OTR 1 0 12,425 0
ALASKA AIR GROUP INC COM 011659109 1,230 20,217 SH   OTR 1 0 20,217 0
ALASKA AIR GROUP INC COM 011659109 2,482 40,783 SH   SOLE   40,783 0 0
ALPHABET INC CAP STK CL A 02079K305 3,430 3,282 SH   OTR 1 0 3,282 0
ALPHABET INC CAP STK CL A 02079K305 6,783 6,491 SH   SOLE   6,491 0 0
ALTICE USA INC CL A 02156K103 1,515 91,724 SH   OTR 1 0 91,724 0
ALTICE USA INC CL A 02156K103 2,195 132,880 SH   SOLE   132,880 0 0
AMAZON COM INC COM 023135106 1,515 1,009 SH   OTR 1 0 1,009 0
AMAZON COM INC COM 023135106 3,081 2,051 SH   SOLE   2,051 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,813 56,464 SH   OTR 1 0 56,464 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,652 113,749 SH   SOLE   113,749 0 0
ARAMARK COM 03852U106 1,697 58,570 SH   SOLE   58,570 0 0
ARAMARK COM 03852U106 1,171 40,430 SH   OTR 1 0 40,430 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101 846 94,685 SH   OTR 1 0 94,685 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101 2,718 304,418 SH   SOLE   304,418 0 0
CAESARS ENTMT CORP COM 127686103 675 99,400 SH Call OTR 1 0 99,400 0
CAESARS ENTMT CORP COM 127686103 1,362 200,600 SH Call SOLE   200,600 0 0
CBS CORP NEW CL B 124857202 3,854 88,151 SH   SOLE   88,151 0 0
CBS CORP NEW CL B 124857202 2,048 46,849 SH   OTR 1 0 46,849 0
CHURCHILL DOWNS INC COM 171484108 2,892 11,857 SH   OTR 1 0 11,857 0
CHURCHILL DOWNS INC COM 171484108 5,768 23,645 SH   SOLE   23,645 0 0
CONAGRA BRANDS INC COM 205887102 1,374 64,320 SH   OTR 1 0 64,320 0
CONAGRA BRANDS INC COM 205887102 1,990 93,180 SH   SOLE   93,180 0 0
COTT CORP QUE COM 22163N106 1,195 85,760 SH   OTR 1 0 85,760 0
COTT CORP QUE COM 22163N106 1,732 124,240 SH   SOLE   124,240 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,600 52,100 SH   OTR 1 0 52,100 0
DELTA AIR LINES INC DEL COM NEW 247361702 5,299 106,190 SH   SOLE   106,190 0 0
DISNEY WALT CO COM DISNEY 254687106 2,352 21,453 SH   OTR 1 0 21,453 0
DISNEY WALT CO COM DISNEY 254687106 4,575 41,726 SH   SOLE   41,726 0 0
DOLLAR TREE INC COM 256746108 3,206 35,500 SH   OTR 1 0 35,500 0
DOLLAR TREE INC COM 256746108 6,514 72,124 SH   SOLE   72,124 0 0
ELDORADO RESORTS INC COM 28470R102 1,415 39,075 SH   OTR 1 0 39,075 0
ELDORADO RESORTS INC COM 28470R102 3,582 98,925 SH   SOLE   98,925 0 0
ELECTRONIC ARTS INC COM 285512109 957 12,131 SH   OTR 1 0 12,131 0
ELECTRONIC ARTS INC COM 285512109 1,928 24,429 SH   SOLE   24,429 0 0
FACEBOOK INC CL A 30303M102 1,325 10,106 SH   OTR 1 0 10,106 0
FACEBOOK INC CL A 30303M102 2,678 20,432 SH   SOLE   20,432 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 3,764 116,507 SH   OTR 1 0 116,507 0
GAMING & LEISURE PPTYS INC COM 36467J108 7,427 229,870 SH   SOLE   229,870 0 0
GOL LINHAS AEREAS INTLG S A SPON ADR PFD NEW 38045R206 933 68,871 SH   OTR 1 0 68,871 0
GOL LINHAS AEREAS INTLG S A SPON ADR PFD NEW 38045R206 1,882 138,872 SH   SOLE   138,872 0 0
GOLDEN ENTMT INC COM 381013101 468 29,219 SH   OTR 1 0 29,219 0
GOLDEN ENTMT INC COM 381013101 1,272 79,426 SH   SOLE   79,426 0 0
ISHARES TR US HOME CONS ETF 464288752 444 14,791 SH   SOLE   14,791 0 0
ISHARES TR US HOME CONS ETF 464288752 307 10,209 SH   OTR 1 0 10,209 0
ISHARES TR RUSSELL 2000 ETF 464287655 670 5,000 SH Call OTR 1 0 5,000 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,339 10,000 SH Call SOLE   10,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 2,772 20,700 SH Call SOLE   20,700 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,379 10,300 SH Call OTR 1 0 10,300 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 2,302 8,598 SH   OTR 1 0 8,598 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 4,453 16,634 SH   SOLE   16,634 0 0
MSG NETWORK INC CL A 553573106 273 11,600 SH   OTR 1 0 11,600 0
MSG NETWORK INC CL A 553573106 551 23,400 SH   SOLE   23,400 0 0
NIKE INC CL B 654106103 614 8,286 SH   OTR 1 0 8,286 0
NIKE INC CL B 654106103 1,239 16,714 SH   SOLE   16,714 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 1,630 97,468 SH   OTR 1 0 97,468 0
NOMAD FOODS LTD USD ORD SHS G6564A105 2,885 172,532 SH   SOLE   172,532 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 1,975 46,596 SH   OTR 1 0 46,596 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 4,150 97,904 SH   SOLE   97,904 0 0
PAPA JOHNS INTL INC COM 698813102 1,398 35,127 SH   OTR 1 0 35,127 0
PAPA JOHNS INTL INC COM 698813102 2,675 67,186 SH   SOLE   67,186 0 0
PARTY CITY HOLDCO INC COM 702149105 1,170 117,189 SH   OTR 1 0 117,189 0
PARTY CITY HOLDCO INC COM 702149105 2,373 237,811 SH   SOLE   237,811 0 0
RED ROCK RESORTS INC CL A 75700L108 876 43,129 SH   OTR 1 0 43,129 0
RED ROCK RESORTS INC CL A 75700L108 1,764 86,871 SH   SOLE   86,871 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,213 23,200 SH   OTR 1 0 23,200 0
RESTAURANT BRANDS INTL INC COM 76131D103 2,448 46,800 SH   SOLE   46,800 0 0
RLJ LODGING TR COM 74965L101 2,206 134,525 SH   OTR 1 0 134,525 0
RLJ LODGING TR COM 74965L101 4,214 256,975 SH   SOLE   256,975 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 1,051 28,594 SH   OTR 1 0 28,594 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 1,940 52,806 SH   SOLE   52,806 0 0
SOTHEBYS COM 835898107 1,506 37,907 SH   OTR 1 0 37,907 0
SOTHEBYS COM 835898107 3,226 81,186 SH   SOLE   81,186 0 0
STANLEY BLACK & DECKER INC COM 854502101 2,206 18,422 SH   OTR 1 0 18,422 0
STANLEY BLACK & DECKER INC COM 854502101 4,283 35,768 SH   SOLE   35,768 0 0
TAPESTRY INC COM 876030107 1,638 48,535 SH   OTR 1 0 48,535 0
TAPESTRY INC COM 876030107 3,301 97,796 SH   SOLE   97,796 0 0
TEMPUR SEALY INTL INC COM 88023U101 1,457 35,200 SH Call SOLE   35,200 0 0
TEMPUR SEALY INTL INC COM 88023U101 1,184 28,600 SH Call OTR 1 0 28,600 0
TYSON FOODS INC CL A 902494103 3,659 68,521 SH   OTR 1 0 68,521 0
TYSON FOODS INC CL A 902494103 7,409 138,750 SH   SOLE   138,750 0 0