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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32,527 188,638 SH   SOLE   188,638 0 0
ALPHABET INC CAP STK CL A 02079K305 15,433 14,651 SH   SOLE   14,651 0 0
ALPHABET INC CAP STK CL A 02079K305 86,484 82,100 SH Call SOLE   82,100 0 0
ALTABA INC COM 021346101 62,194 890,394 SH   SOLE   890,394 0 0
ALTABA INC COM 021346101 33,158 474,700 SH Call SOLE   474,700 0 0
CAESARS ENTMT CORP COM 127686103 76,487 6,046,376 SH   OTR 1 4,958,126 1,088,250 0
CAESARS ENTMT CORP COM 127686103 57,687 4,560,200 SH Call SOLE   4,560,200 0 0
CDK GLOBAL INC COM 12508E101 71,769 1,006,858 SH   OTR 1 851,954 154,904 0
CDK GLOBAL INC COM 12508E101 26,103 366,200 SH Call SOLE   366,200 0 0
DOMINOS PIZZA INC COM 25754A201 47,985 253,944 SH   SOLE   253,944 0 0
DOMINOS PIZZA INC COM 25754A201 45,086 238,600 SH Call SOLE   238,600 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 48,174 512,000 SH Call SOLE   512,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 38,571 409,939 SH   SOLE   409,939 0 0
IHS MARKIT LTD SHS G47567105 43,804 970,195 SH   SOLE   970,195 0 0
IHS MARKIT LTD SHS G47567105 26,341 583,400 SH Call SOLE   583,400 0 0
IMAX CORP COM 45245E109 34,927 1,508,744 SH   SOLE   1,508,744 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 28,155 399,016 SH   SOLE   399,016 0 0
KAR AUCTION SVCS INC COM 48238T109 50,860 1,006,931 SH   SOLE   1,006,931 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 38,215 963,571 SH   SOLE   963,571 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 30,098 758,905 SH   SOLE   758,905 0 0
LKQ CORP COM 501889208 76,634 1,884,281 SH   OTR 1 1,605,781 278,500 0
LKQ CORP COM 501889208 29,640 728,800 SH Call SOLE   728,800 0 0
LOWES COS INC COM 548661107 59,655 641,865 SH   SOLE   641,865 0 0
MASCO CORP COM 574599106 47,065 1,071,113 SH   SOLE   1,071,113 0 0
MASCO CORP COM 574599106 7,690 175,000 SH Call SOLE   175,000 0 0
MIDDLEBY CORP COM 596278101 64,643 479,017 SH   SOLE   479,017 0 0
MIDDLEBY CORP COM 596278101 19,703 146,000 SH Call SOLE   146,000 0 0
MOHAWK INDS INC COM 608190104 46,980 170,280 SH   SOLE   170,280 0 0
MOHAWK INDS INC COM 608190104 38,902 141,000 SH Call SOLE   141,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 47,586 197,829 SH   SOLE   197,829 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 37,837 157,300 SH Call SOLE   157,300 0 0
PRICELINE GRP INC COM NEW 741503403 70,031 40,300 SH Call SOLE   40,300 0 0
PRICELINE GRP INC COM NEW 741503403 46,377 26,688 SH   SOLE   26,688 0 0
S&P GLOBAL INC COM 78409V104 61,925 365,555 SH   SOLE   365,555 0 0
SHERWIN WILLIAMS CO COM 824348106 46,744 113,998 SH   SOLE   113,998 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 49,889 1,232,430 SH   SOLE   1,232,430 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 31,574 780,000 SH Call SOLE   780,000 0 0
VANTIV INC CL A 92210H105 55,471 754,192 SH   SOLE   754,192 0 0
VANTIV INC CL A 92210H105 46,550 632,900 SH Call SOLE   632,900 0 0
YUM BRANDS INC COM 988498101 20,843 255,400 SH Call SOLE   255,400 0 0
YUM BRANDS INC COM 988498101 119 1,453 SH   SOLE   1,453 0 0