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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 58,085 | 717,536 | SH | SOLE | 717,536 | 0 | 0 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 37,076 | 75,598 | SH | SOLE | 75,598 | 0 | 0 | ||
AECOM | COM | 00766T100 | 33,719 | 805,902 | SH | SOLE | 805,902 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 29,398 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 83,136 | 282,795 | SH | SOLE | 282,795 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 77,772 | 2,991,222 | SH | SOLE | 2,991,222 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 51,104 | 16,230 | SH | SOLE | 16,230 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 58,330 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
CENTERPOINT ENERGY INC | COM | 15189T107 | 50,063 | 2,587,254 | SH | SOLE | 2,587,254 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 40,517 | 875,850 | SH | SOLE | 875,850 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 27,578 | 222,260 | SH | SOLE | 222,260 | 0 | 0 | ||
EVERGY INC | COM | 30034W106 | 36,845 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
EXELON CORP | COM | 30161N101 | 132,779 | 3,713,059 | SH | SOLE | 3,713,059 | 0 | 0 | ||
FALCON MINERALS CORP | *W EXP 07/21/202 | 30607B208 | 70 | 878,024 | SH | SOLE | 878,024 | 0 | 0 | ||
FIRSTENERGY CORP | COM | 337932107 | 10,049 | 350,000 | SH | Call | SOLE | 350,000 | 0 | 0 | |
FIRSTENERGY CORP | COM | 337932107 | 34,380 | 1,197,500 | SH | SOLE | 1,197,500 | 0 | 0 | ||
FIVE BELOW INC | COM | 33829M101 | 433 | 3,407 | SH | SOLE | 3,407 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 16,208 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 29,663 | 71,670 | SH | SOLE | 71,670 | 0 | 0 | ||
IAC INTERACTIVECORP NEW | COM | 44891N109 | 43,014 | 359,106 | SH | SOLE | 359,106 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 38,635 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 25,223 | 262,000 | SH | SOLE | 262,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM SER A FRMLA | 531229870 | 3,351 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 9,223 | 254,300 | SH | SOLE | 254,300 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 8,287 | 153,800 | SH | SOLE | 153,800 | 0 | 0 | ||
MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 4,516 | 30,009 | SH | SOLE | 30,009 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 490,195 | 22,537,696 | SH | SOLE | 22,537,696 | 0 | 0 | ||
NAVISTAR INTL CORP NEW | COM | 63934E108 | 13,885 | 318,891 | SH | SOLE | 318,891 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 42,165 | 84,325 | SH | SOLE | 84,325 | 0 | 0 | ||
PG&E CORP | COM | 69331C108 | 911 | 97,026 | SH | SOLE | 97,026 | 0 | 0 | ||
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 90,863 | 513,000 | SH | SOLE | 513,000 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 106,292 | 929,450 | SH | SOLE | 929,450 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 29,900 | 671,900 | SH | SOLE | 671,900 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 26,447 | 256,968 | SH | SOLE | 256,968 | 0 | 0 |