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 |
AMAZON COM INC | COM | 023135106 | 22,041 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 17,318 | 5,500 | SH | Put | SOLE | 5,500 | 0 | 0 | |
APPLE INC | COM | 037833100 | 5,791 | 50,000 | SH | Call | SOLE | 0 | 0 | 0 | |
BOYD GAMING CORP | COM | 103304101 | 4,287 | 139,700 | SH | SOLE | 139,700 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 13,735 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 38,261 | 682,500 | SH | Call | SOLE | 0 | 0 | 0 | |
CALLAWAY GOLF CO | COM | 131193104 | 18,124 | 946,900 | SH | SOLE | 946,900 | 0 | 0 | ||
CALLAWAY GOLF CO | COM | 131193104 | 8,613 | 450,000 | SH | Call | SOLE | 0 | 0 | 0 | |
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 17,169 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
DICKS SPORTING GOODS INC | COM | 253393102 | 3,502 | 60,500 | SH | SOLE | 60,500 | 0 | 0 | ||
DRAFTKINGS INC | COM CL A | 26142R104 | 8,826 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 14,761 | 167,000 | SH | SOLE | 167,000 | 0 | 0 | ||
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 17,678 | 200,000 | SH | Call | SOLE | 0 | 0 | 0 | |
IAC INTERACTIVECORP NEW | COM | 44891N109 | 4,791 | 40,000 | SH | Call | SOLE | 0 | 0 | 0 | |
LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 7,073 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 16,586 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 12,440 | 75,000 | SH | Call | SOLE | 0 | 0 | 0 | |
MATCH GROUP INC NEW | COM | 57667L107 | 14,385 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 12,172 | 110,000 | SH | Call | SOLE | 0 | 0 | 0 | |
MCDONALDS CORP | COM | 580135101 | 4,390 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 10,975 | 50,000 | SH | Call | SOLE | 0 | 0 | 0 | |
MERCADOLIBRE INC | COM | 58733R102 | 23,815 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 10,043 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 3,205 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 21,673 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 8,510 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
POLARIS INC | COM | 731068102 | 5,660 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
PVH CORPORATION | COM | 693656100 | 5,964 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
RED ROCK RESORTS INC | CL A | 75700L108 | 6,586 | 385,139 | SH | SOLE | 385,139 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 7,695 | 450,000 | SH | Call | SOLE | 0 | 0 | 0 | |
RED ROCK RESORTS INC | CL A | 75700L108 | 4,275 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |
RH | COM | 74967X103 | 26,018 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 2,696 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 9,242 | 60,000 | SH | Call | SOLE | 0 | 0 | 0 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 38,512 | 115,000 | SH | Put | SOLE | 115,000 | 0 | 0 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 5,783 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 24,527 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 20,960 | 235,000 | SH | Call | SOLE | 0 | 0 | 0 | |
V F CORP | COM | 918204108 | 7,025 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
VROOM INC | COM | 92918V109 | 8,544 | 165,000 | SH | SOLE | 165,000 | 0 | 0 |