The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ALTRIA GROUP INC | COM | 02209S103 | 8,866 | 147,000 | SH | SOLE | 147,000 | 0 | 0 | ||
AMBEV SA | SPONSORED ADR | 02319V103 | 46 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 7,438 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 3,114 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 4,896 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
BROWN FORMAN CORP | CL A | 115637209 | 6,748 | 133,500 | SH | SOLE | 133,500 | 0 | 0 | ||
CANOPY GROWTH CORP | COM | 138035100 | 777 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 6,387 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 9,250 | 42,900 | SH | SOLE | 42,900 | 0 | 0 | ||
CRONOS GROUP INC | COM | 22717L101 | 500 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
DIAGEO P L C | SPON ADR NEW | 25243Q205 | 8,217 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 7,984 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 7,488 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
L3 TECHNOLOGIES INC | COM | 502413107 | 2,445 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 8,010 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 7,300 | 21,100 | SH | SOLE | 21,100 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 890 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
MELCO RESORT ENTERTAINMENT LTD ADR | ADR | 585464100 | 5,624 | 265,900 | SH | SOLE | 265,900 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 6,559 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 8,537 | 26,900 | SH | SOLE | 26,900 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 988 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 9,084 | 111,400 | SH | SOLE | 111,400 | 0 | 0 | ||
RAYTHEON CO | COM NEW | 755111507 | 10,333 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 2,274 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 5,187 | 37,100 | SH | SOLE | 37,100 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 7,878 | 62,000 | SH | SOLE | 62,000 | 0 | 0 |