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
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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
ADVANCE AUTO PARTS INC COM 00751Y106 16,449 165,000 SH   SOLE N/A 165,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 65,277 2,737,000 SH   SOLE N/A 2,737,000 0 0
ALASKA AIR GROUP INC COM 011659109 183,775 2,500,000 SH   SOLE N/A 2,500,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 68,620 1,318,851 SH   SOLE N/A 1,318,851 0 0
AMERISOURCEBERGEN CORP COM 03073E105 4,591 50,000 SH   SOLE N/A 50,000 0 0
ANADARKO PETE CORP COM 032511107 26,820 500,000 SH   SOLE N/A 500,000 0 0
ARALEZ PHARMACEUTICALS INC COM 03852X100 8,438 5,942,309 SH   SOLE N/A 5,942,309 0 0
AT HOME GROUP INC COM 04650Y100 13,676 450,000 SH   SOLE N/A 450,000 0 0
AVIS BUDGET GROUP COM 053774105 271,249 6,181,608 SH   SOLE N/A 6,181,608 0 0
BMC STK HLDGS INC COM 05591B109 24,420 965,200 SH   SOLE N/A 965,200 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 2,759 100,000 SH   SOLE N/A 100,000 0 0
BOYD GAMING CORP COM 103304101 239,185 6,824,101 SH   SOLE N/A 6,824,101 0 0
CAESARS ENTMT CORP COM 127686103 75,900 6,000,000 SH   SOLE N/A 6,000,000 0 0
CAESARS ENTMT CORP NOTE 5.000%10/0 127686AA1 11,459 5,933,044 PRN   SOLE N/A 5,933,044 0 0
CANADIAN PAC RY LTD COM 13645T100 29,242 160,000 SH   SOLE N/A 160,000 0 0
CARVANA CO CL A 146869102 9,669 505,697 SH   SOLE N/A 505,697 0 0
CHEGG INC COM 163092109 101,858 6,241,298 SH   SOLE N/A 6,241,298 0 0
CHURCHILL DOWNS INC COM 171484108 189,223 813,165 SH   SOLE N/A 813,165 0 0
CIGNA CORPORATION COM 125509109 203,090 1,000,000 SH   SOLE N/A 1,000,000 0 0
CONNS INC COM 208242107 107,628 3,027,500 SH   SOLE N/A 3,027,500 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 3,393 423,100 SH   SOLE N/A 423,100 0 0
COSTAR GROUP INC COM 22160N109 34,149 115,000 SH   SOLE N/A 115,000 0 0
CSX CORP COM 126408103 33,831 615,000 SH   SOLE N/A 615,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 1,764 40,000 SH   SOLE N/A 40,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 731,125 13,055,809 SH   SOLE N/A 13,055,809 0 0
DICKS SPORTING GOODS INC COM 253393102 4,311 150,000 SH   SOLE N/A 150,000 0 0
DOVER MOTORSPORTS INC COM 260174107 1,310 671,931 SH   SOLE N/A 671,931 0 0
DYCOM INDS INC COM 267475101 113,881 1,022,000 SH   SOLE N/A 1,022,000 0 0
EAGLE MATERIALS INC COM 26969P108 31,133 274,781 SH   SOLE N/A 274,781 0 0
EHEALTH INC COM 28238P109 8,700 500,858 SH   SOLE N/A 500,858 0 0
ELDORADO RESORTS INC COM 28470R102 247,789 7,474,779 SH   SOLE N/A 7,474,779 0 0
EXPEDIA INC DEL COM NEW 30212P303 954,470 7,969,191 SH   SOLE N/A 7,969,191 0 0
FACEBOOK INC CL A 30303M102 7,058 40,000 SH   SOLE N/A 40,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 171,931 4,646,797 SH   SOLE N/A 4,646,797 0 0
GLOBAL EAGLE ENTMT INC COM 37951D102 66,367 28,981,072 SH   SOLE N/A 28,981,072 0 0
GROUPON INC COM 399473107 17,188 3,370,200 SH   SOLE N/A 3,370,200 0 0
GRUBHUB INC COM 400110102 356,724 4,968,300 SH   SOLE N/A 4,968,300 0 0
HCA HEALTHCARE INC COM 40412C101 175,680 2,000,000 SH   SOLE N/A 2,000,000 0 0
HERC HLDGS INC COM 42704L104 83,209 1,329,000 SH   SOLE N/A 1,329,000 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 130,138 5,888,576 SH   SOLE N/A 5,888,576 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 103,418 3,901,099 SH   SOLE N/A 3,901,099 0 0
JETBLUE AIRWAYS CORP COM 477143101 71,338 3,193,290 SH   SOLE N/A 3,193,290 0 0
LENDINGTREE INC NEW COM 52603B107 1,838 5,400 SH   SOLE N/A 5,400 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 3,021 101,200 SH   SOLE N/A 101,200 0 0
MASONITE INTL CORP NEW COM 575385109 54,791 738,926 SH   SOLE N/A 738,926 0 0
MCKESSON CORP COM 58155Q103 651,325 4,176,500 SH   SOLE N/A 4,176,500 0 0
MGM RESORTS INTERNATIONAL COM 552953101 98,925 2,962,700 SH   SOLE N/A 2,962,700 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 26,459 110,000 SH   SOLE N/A 110,000 0 0
OWENS CORNING NEW COM 690742101 178,457 1,941,015 SH   SOLE N/A 1,941,015 0 0
PENN NATL GAMING INC COM 707569109 56,648 1,808,113 SH   SOLE N/A 1,808,113 0 0
PENNYMAC FINL SVCS INC CL A 70932B101 12,740 570,000 SH   SOLE N/A 570,000 0 0
PRICELINE GRP INC COM NEW 741503403 239,817 138,005 SH   SOLE N/A 138,005 0 0
PURECYCLE CORP COM NEW 746228303 49,958 5,982,970 SH   SOLE N/A 5,982,970 0 0
RED ROCK RESORTS INC CL A 75700L108 141,641 4,198,000 SH   SOLE N/A 4,198,000 0 0
RITE AID CORP COM 767754104 8,865 4,500,000 SH   SOLE N/A 4,500,000 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 2,565 50,000 SH   SOLE N/A 50,000 0 0
SELECT MED HLDGS CORP COM 81619Q105 10,894 617,208 SH   SOLE N/A 617,208 0 0
SEMGROUP CORP CL A 81663A105 29,222 967,600 SH   SOLE N/A 967,600 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 54,987 1,072,500 SH   SOLE N/A 1,072,500 0 0
SOUTHWEST AIRLS CO COM 844741108 316,961 4,842,800 SH   SOLE N/A 4,842,800 0 0
SOUTHWESTERN ENERGY CO COM 845467109 11,718 2,100,000 SH   SOLE N/A 2,100,000 0 0
STAMPS COM INC COM NEW 852857200 73,643 391,717 SH   SOLE N/A 391,717 0 0
STARS GROUP INC COM 85570W100 2,821 121,089 SH   SOLE N/A 121,089 0 0
SYNCHRONY FINL COM 87165B103 19,305 500,000 SH   SOLE N/A 500,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 128,389 2,048,000 SH   SOLE N/A 2,048,000 0 0
TIVITY HEALTH INC COM 88870R102 19,737 540,000 SH   SOLE N/A 540,000 0 0
TRIPADVISOR INC COM 896945201 114,289 3,316,569 SH   SOLE N/A 3,316,569 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 5,130 750,000 SH   SOLE N/A 750,000 0 0
TRUECAR INC COM 89785L107 54,079 4,828,447 SH   SOLE N/A 4,828,447 0 0
TUESDAY MORNING CORP COM NEW 899035505 12,289 4,468,600 SH   SOLE N/A 4,468,600 0 0
UNITED CONTL HLDGS INC COM 910047109 1,037,903 15,399,152 SH   SOLE N/A 15,399,152 0 0
VISA INC COM CL A 92826C839 45,608 400,000 SH   SOLE N/A 400,000 0 0
WEBSTER FINL CORP CONN COM 947890109 11,799 210,100 SH   SOLE N/A 210,100 0 0
WEX INC COM 96208T104 96,743 685,000 SH   SOLE N/A 685,000 0 0
WHITING PETE CORP NEW COM NEW 966387409 74,773 2,823,750 SH   SOLE N/A 2,823,750 0 0
WILLIAMS COS INC DEL COM 969457100 71,956 2,360,000 SH   SOLE N/A 2,360,000 0 0
ZILLOW GROUP INC CL A 98954M101 65,914 1,617,910 SH   SOLE N/A 1,617,910 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 158,853 3,882,041 SH   SOLE N/A 3,882,041 0 0