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 |
| ALBERTSONS COS INC | COMMON STOCK | 013091103 | 45,171,000 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | |||
| ATI INC | COM | 01741R102 | 274,129,500 | 3,175,000 | SH | SOLE | 3,175,000 | 0 | 0 | |||
| ATLANTA BRAVES HLDGS INC | COM SER C | 047726302 | 20,111,100 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | |||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 20,420,750 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 42,712,755 | 1,504,500 | SH | SOLE | 1,504,500 | 0 | 0 | |||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 42,977,520 | 202,000 | SH | SOLE | 202,000 | 0 | 0 | |||
| CHEWY INC | CL A | 16679L109 | 8,524,000 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | ||
| COREWEAVE INC | COM CL A | 21873S108 | 3,261,200 | 20,000 | SH | Put | SOLE | 20,000 | 0 | 0 | ||
| FLUTTER ENTMT PLC | SHS | G3643J108 | 61,438,400 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | |||
| HUT 8 CORP | COM | 44812J104 | 8,500,200 | 457,000 | SH | SOLE | 457,000 | 0 | 0 | |||
| JBS N.V. | CL A SHS | N4732M103 | 28,051,200 | 1,920,000 | SH | SOLE | 1,920,000 | 0 | 0 | |||
| KENVUE INC | COM | 49177J102 | 22,918,350 | 1,095,000 | SH | SOLE | 1,095,000 | 0 | 0 | |||
| KENVUE INC | COM | 49177J102 | 38,720,500 | 1,850,000 | SH | Call | SOLE | 1,850,000 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 85,321,920 | 564,000 | SH | SOLE | 564,000 | 0 | 0 | |||
| MADISON SQUARE GARDEN ENTMT | COM CL A | 558256103 | 36,992,235 | 925,500 | SH | SOLE | 925,500 | 0 | 0 | |||
| MERITAGE HOMES CORP | COM | 59001A102 | 58,665,720 | 876,000 | SH | SOLE | 876,000 | 0 | 0 | |||
| NEWS CORP NEW | CL A | 65249B109 | 66,810,560 | 2,248,000 | SH | SOLE | 2,248,000 | 0 | 0 | |||
| RIOT PLATFORMS INC | COM | 767292105 | 6,215,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | |||
| SIX FLAGS ENTERTAINMENT CORP | COM | 83001C108 | 134,911,405 | 4,433,500 | SH | SOLE | 4,433,500 | 0 | 0 | |||
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | 25,565,160 | 375,682 | SH | SOLE | 375,682 | 0 | 0 | |||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 6,876,000 | 600,000 | SH | Put | SOLE | 600,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 19,836,900 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | |||
| WILLSCOT HLDGS CORP | COM CL A | 971378104 | 54,630,723 | 1,993,822 | SH | SOLE | 1,993,822 | 0 | 0 | |||