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
58 COM INC SPON ADR REP A 31680Q104 5,839 84,175 SH   SOLE 1 46,150 0 38,025
58 COM INC SPON ADR REP A 31680Q104 9,067 130,750 SH   SOLE   90,750 0 40,000
AECOM COM 00766T100 10,149 307,225 SH   SOLE   307,225 0 0
AECOM COM 00766T100 9,421 285,225 SH   SOLE 1 156,925 0 128,300
ALPHABET INC CAP STK CL A 02079K305 3,048 2,700 SH   SOLE   0 0 2,700
AMERICAN INTL GROUP INC COM NEW 026874784 13,010 245,431 SH   SOLE   245,431 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 12,230 230,650 SH   SOLE 1 129,625 0 101,025
AMERICAN INTL GROUP INC COM NEW 026874784 2,211 41,700 SH   SOLE 2 41,700 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 318 10,000 SH   SOLE 1 10,000 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 2,276 71,400 SH   SOLE 2 71,400 0 0
ARRIS INTL INC SHS G0551A103 13,236 541,400 SH   SOLE 1 301,225 0 240,175
ARRIS INTL INC SHS G0551A103 1,530 62,600 SH   SOLE 2 62,600 0 0
ARRIS INTL INC SHS G0551A103 20,072 821,070 SH   SOLE   578,570 0 242,500
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 1,792 25,000 SH   SOLE   0 0 25,000
BROADCOM INC COM 11135F101 16,127 66,465 SH   SOLE   41,465 0 25,000
BROADCOM INC COM 11135F101 9,745 40,170 SH   SOLE 1 22,770 0 17,400
BROADCOM INC COM 11135F101 2,572 10,600 SH   SOLE 2 10,600 0 0
CAESARS ENTMT CORP COM 127686103 18,504 1,729,350 SH   SOLE   1,217,350 0 512,000
CAESARS ENTMT CORP COM 127686103 12,369 1,155,800 SH   SOLE 1 648,325 0 507,475
CAESARS ENTMT CORP COM 127686103 2,275 212,600 SH   SOLE 2 212,600 0 0
CHUBB LIMITED COM H1467J104 8,023 63,156 SH   SOLE   63,156 0 0
CHUBB LIMITED COM H1467J104 7,722 60,796 SH   SOLE 1 34,671 0 26,125
CHUBB LIMITED COM H1467J104 2,452 19,300 SH   SOLE 2 19,300 0 0
COMCAST CORP NEW CL A 20030N101 14,177 432,125 SH   SOLE   432,125 0 0
COMCAST CORP NEW CL A 20030N101 3,022 92,100 SH   SOLE 2 92,100 0 0
COMCAST CORP NEW CL A 20030N101 13,478 410,775 SH   SOLE 1 231,300 0 179,475
DELTA AIR LINES INC DEL COM NEW 247361702 1,417 28,600 SH   SOLE 2 28,600 0 0
DISCOVER FINL SVCS COM 254709108 330 4,700 SH   SOLE 1 4,700 0 0
DISCOVER FINL SVCS COM 254709108 2,359 33,500 SH   SOLE 2 33,500 0 0
DOWDUPONT INC COM 26078J100 10,907 165,440 SH   SOLE   165,440 0 0
DOWDUPONT INC COM 26078J100 10,444 158,450 SH   SOLE 1 89,225 0 69,225
DOWDUPONT INC COM 26078J100 2,268 34,400 SH   SOLE 2 34,400 0 0
ECHOSTAR CORP CL A 278768106 4,773 107,500 SH   SOLE   0 0 107,500
EQT CORP COM 26884L109 9,401 170,360 SH   SOLE   170,360 0 0
EQT CORP COM 26884L109 8,693 157,515 SH   SOLE 1 86,715 0 70,800
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 263 5,100 SH   SOLE 1 5,100 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 1,862 36,100 SH   SOLE 2 36,100 0 0
GCI LIBERTY INC COM CLASS A 36164V305 8,855 196,375 SH   SOLE 1 108,300 0 88,075
GCI LIBERTY INC COM CLASS A 36164V305 14,725 326,660 SH   SOLE   210,800 0 115,860
IQVIA HLDGS INC COM 46266C105 15,196 152,245 SH   SOLE   112,245 0 40,000
IQVIA HLDGS INC COM 46266C105 10,381 104,000 SH   SOLE 1 57,275 0 46,725
ISHARES TR MSCI ACWI EX US 464288240 1,347 28,500 SH   SOLE 1 28,500 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 23,010 544,340 SH   SOLE   318,340 0 226,000
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 12,806 302,925 SH   SOLE 1 169,500 0 133,425
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 2,232 52,800 SH   SOLE 2 52,800 0 0
LENNAR CORP CL A 526057104 17,102 325,748 SH   SOLE   247,995 0 77,753
LENNAR CORP CL A 526057104 12,154 231,475 SH   SOLE 1 129,225 0 102,250
LENNAR CORP CL A 526057104 1,870 35,600 SH   SOLE 2 35,600 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 11,352 305,725 SH   SOLE 1 167,575 0 138,150
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 17,070 459,725 SH   SOLE   329,725 0 130,000
LKQ CORP COM 501889208 12,965 406,450 SH   SOLE   406,450 0 0
LKQ CORP COM 501889208 11,994 376,050 SH   SOLE 1 206,925 0 169,125
MACQUARIE INFRASTRUCTURE COR COM 55608B105 10,401 246,460 SH   SOLE   246,460 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 9,994 236,775 SH   SOLE 1 134,025 0 102,750
MACQUARIE INFRASTRUCTURE COR COM 55608B105 2,507 59,400 SH   SOLE 2 59,400 0 0
METLIFE INC COM 59156R108 9,787 224,487 SH   SOLE   224,487 0 0
METLIFE INC COM 59156R108 9,210 211,253 SH   SOLE 1 118,977 0 92,276
METLIFE INC COM 59156R108 2,019 46,300 SH   SOLE 2 46,300 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 22,394 473,955 SH   SOLE   289,455 0 184,500
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 12,481 264,150 SH   SOLE 1 144,775 0 119,375
NRG ENERGY INC COM NEW 629377508 21,334 694,925 SH   SOLE   444,925 0 250,000
NRG ENERGY INC COM NEW 629377508 13,094 426,575 SH   SOLE 1 240,775 0 185,800
NRG ENERGY INC COM NEW 629377508 2,957 96,300 SH   SOLE 2 96,300 0 0
NRG YIELD INC CL C 62942X405 268 15,600 SH   SOLE 1 15,600 0 0
NRG YIELD INC CL C 62942X405 1,852 107,700 SH   SOLE 2 107,700 0 0
PACKAGING CORP AMER COM 695156109 9,319 83,350 SH   SOLE   83,350 0 0
PACKAGING CORP AMER COM 695156109 8,998 80,505 SH   SOLE 1 45,605 0 34,900
PACKAGING CORP AMER COM 695156109 2,180 19,500 SH   SOLE 2 19,500 0 0
PFIZER INC COM 717081103 283 7,800 SH   SOLE 1 7,800 0 0
PFIZER INC COM 717081103 2,006 55,300 SH   SOLE 2 55,300 0 0
QORVO INC COM 74736K101 13,116 163,616 SH   SOLE   163,616 0 0
QORVO INC COM 74736K101 12,122 151,209 SH   SOLE 1 82,975 0 68,234
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 7,576 73,135 SH   SOLE   73,135 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,207 21,300 SH   SOLE 2 21,300 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 7,388 71,300 SH   SOLE 1 40,600 0 30,700
SABRE CORP COM 78573M104 17,291 701,750 SH   SOLE   461,050 0 240,700
SABRE CORP COM 78573M104 10,863 440,925 SH   SOLE 1 247,825 0 193,100
SABRE CORP COM 78573M104 2,171 88,100 SH   SOLE 2 88,100 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 7,445 27,444 SH   SOLE 1 27,444 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,069 15,000 SH Put SOLE 1 15,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 50,918 187,700 SH Put SOLE 2 187,700 0 0
SPIRIT MTA REIT COM SHS BEN IN 84861U105 199 19,250 SH   SOLE 2 19,250 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 230 28,600 SH   SOLE 1 28,600 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 1,558 194,000 SH   SOLE 2 194,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 13,793 287,106 SH   SOLE   190,187 0 96,919
TEMPUR SEALY INTL INC COM 88023U101 8,529 177,507 SH   SOLE 1 98,982 0 78,525
TEMPUR SEALY INTL INC COM 88023U101 1,239 25,800 SH   SOLE 2 25,800 0 0
TERADYNE INC COM 880770102 1,268 33,300 SH   SOLE 2 33,300 0 0
ULTA BEAUTY INC COM 90384S303 4,806 20,575 SH   SOLE   20,575 0 0
ULTA BEAUTY INC COM 90384S303 4,504 19,290 SH   SOLE 1 10,590 0 8,700
VICI PPTYS INC COM 925652109 12,077 585,153 SH   SOLE   585,153 0 0
VICI PPTYS INC COM 925652109 11,467 555,650 SH   SOLE 1 312,878 0 242,772
VICI PPTYS INC COM 925652109 2,357 114,200 SH   SOLE 2 114,200 0 0
WEBSTER FINL CORP CONN COM 947890109 6,278 98,540 SH   SOLE   98,540 0 0
WEBSTER FINL CORP CONN COM 947890109 6,050 95,025 SH   SOLE 1 53,925 0 41,100
WEBSTER FINL CORP CONN COM 947890109 1,644 25,800 SH   SOLE 2 25,800 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 1,434 32,400 SH   SOLE 2 32,400 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 208 4,700 SH   SOLE 1 4,700 0 0