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 |
|
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 | 6,013 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 6,916 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 1,212 | 45,000 | SH | SOLE | 72,000 | 0 | 0 | ||
BROWN FORMAN CORP | CL A | 115637209 | 8,079 | 145,750 | SH | SOLE | 152,000 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 7,940 | 69,000 | SH | SOLE | 69,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 7,710 | 39,150 | SH | SOLE | 45,400 | 0 | 0 | ||
DIAGEO P L C | SPON ADR NEW | 25243Q205 | 7,324 | 42,500 | SH | SOLE | 44,750 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 5,455 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 2,741 | 15,700 | SH | SOLE | 22,200 | 0 | 0 | ||
L3 TECHNOLOGIES INC | COM | 502413107 | 4,045 | 16,500 | SH | SOLE | 19,500 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 7,741 | 131,000 | SH | SOLE | 139,000 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 6,835 | 18,800 | SH | SOLE | 20,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 1,058 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
MELCO RESORT ENTERTAINMENT LTD ADR | ADR | 585464100 | 3,777 | 173,900 | SH | SOLE | 108,900 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 5,714 | 200,000 | SH | SOLE | 260,000 | 0 | 0 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 5,719 | 17,700 | SH | SOLE | 17,700 | 0 | 0 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 5,576 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
RAYTHEON CO | COM NEW | 755111507 | 6,312 | 36,300 | SH | SOLE | 40,800 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 838 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 1,628 | 12,500 | SH | SOLE | 27,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 7,935 | 64,000 | SH | SOLE | 70,000 | 0 | 0 |