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 |
| SIMPLY GOOD FOODS CO | COM | 82900L102 | 5,388 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 4,251 | 156,232 | SH | SOLE | 156,232 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 3,812 | 110,164 | SH | SOLE | 110,164 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 4,886 | 109,348 | SH | SOLE | 109,348 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 2,245 | 107,407 | SH | SOLE | 107,407 | 0 | 0 | ||
| WENDYS CO | COM | 95058W100 | 2,020 | 92,753 | SH | SOLE | 92,753 | 0 | 0 | ||
| PAPA JOHNS INTL INC | COM | 698813102 | 5,418 | 68,234 | SH | SOLE | 68,234 | 0 | 0 | ||
| BRINKER INTL INC | COM | 109641100 | 1,558 | 64,898 | SH | SOLE | 64,898 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 2,303 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 1,595 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 2,825 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 3,598 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 2,050 | 27,671 | SH | SOLE | 27,671 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 1,644 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 1,326 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| TREEHOUSE FOODS INC | COM | 89469A104 | 657 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 1,894 | 14,346 | SH | SOLE | 14,346 | 0 | 0 | ||
| SCOTTS MIRACLE GRO CO | CL A | 810186106 | 1,681 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 659 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 490 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 2,820 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 93 | 1,700 | SH | SOLE | 1,700 | 0 | 0 | ||
| WENDYS CO | CALL | 95058W900 | 1,089 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| AXON ENTERPRISE INC | PUT | 05464C951 | 1,963 | 20,000 | SH | Put | SOLE | 20,000 | 0 | 0 | |