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
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106   1,036,666 88,077 SH   SOLE   88,077 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108   802,200 60,000 SH   SOLE   60,000 0 0
BOYD GAMING CORP COM 103304101   3,129,200 40,000 SH   SOLE   40,000 0 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101   1,250,923 510,581 SH   SOLE   510,581 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   2,011,346 70,847 SH   SOLE   70,847 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   1,370,100 30,000 SH   SOLE   30,000 0 0
CHURCHILL DOWNS INC COM 171484108   10,493,900 103,900 SH   SOLE   103,900 0 0
CINEMARK HLDGS INC COM 17243V102   1,961,700 65,000 SH   SOLE   65,000 0 0
ECHOSTAR CORP CL A 278768106   415,500 15,000 SH   SOLE   15,000 0 0
EVERI HLDGS INC COM 30034T103   784,168 55,068 SH   SOLE   55,068 0 0
FLOWCO HLDGS INC COM CL A 342909108   890,500 50,000 SH   SOLE   50,000 0 0
FULL HSE RESORTS INC COM 359678109   2,579,557 704,797 SH   SOLE   704,797 0 0
GAMBLING COM GROUP LIMITED ORDINARY SHARES G3R239101   2,615,800 220,000 SH   SOLE   220,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   2,334,000 50,000 SH   SOLE   50,000 0 0
HYATT HOTELS CORP COM CL A 448579102   2,793,000 20,000 SH   SOLE   20,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   9,410,397 595,218 SH   SOLE   595,218 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   918,150 15,000 SH   SOLE   15,000 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102   6,430,800 460,659 SH   SOLE   460,659 0 0
KODIAK GAS SVCS INC COM 50012A108   6,534,638 190,681 SH   SOLE   190,681 0 0
LAS VEGAS SANDS CORP COM 517834107   2,175,500 50,000 SH   SOLE   50,000 0 0
LYFT INC CL A COM 55087P104   2,048,800 130,000 SH   SOLE   130,000 0 0
MATCH GROUP INC NEW COM 57667L107   926,700 30,000 SH   SOLE   30,000 0 0
MESA AIR GROUP INC COM NEW 590479135   443,790 477,194 SH   SOLE   477,194 0 0
MGM RESORTS INTERNATIONAL COM 552953101   1,031,700 30,000 SH   SOLE   30,000 0 0
MONARCH CASINO & RESORT INC COM 609027107   2,178,807 25,206 SH   SOLE   25,206 0 0
PENN ENTERTAINMENT INC COM 707569109   11,079,400 620,000 SH   SOLE   620,000 0 0
SEADRILL LTD COM G7997W102   4,711,875 179,500 SH   SOLE   179,500 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   5,765,055 189,453 SH   SOLE   189,453 0 0
TALOS ENERGY INC COM 87484T108   914,992 107,900 SH   SOLE   107,900 0 0
TILE SHOP HLDGS INC COM 88677Q109   4,713,809 741,165 SH   SOLE   741,165 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   1,408,750 175,000 SH   SOLE   175,000 0 0
TRAVEL PLUS LEISURE CO COM 894164102   258,050 5,000 SH   SOLE   5,000 0 0
U HAUL HOLDING COMPANY COM 023586100   666,160 11,000 SH   SOLE   11,000 0 0
U HAUL HOLDING COMPANY COM SER N 023586506   4,915,157 90,402 SH   SOLE   90,402 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,399,500 15,000 SH   SOLE   15,000 0 0
UNITED PARKS & RESORTS INC COM 81282V100   3,866,300 82,000 SH   SOLE   82,000 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   1,065,800 20,000 SH   SOLE   20,000 0 0
WYNN RESORTS LTD COM 983134107   5,151,850 55,000 SH   SOLE   55,000 0 0