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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 27,629 150,534 SH   SOLE   150,534 0 0
ALPHABET INC CAP STK CL A 02079K305 44,005 42,429 SH   SOLE   42,429 0 0
ALPHABET INC CAP STK CL A 02079K305 31,114 30,000 SH Call SOLE   30,000 0 0
ALTABA INC COM 021346101 66,718 901,108 SH   SOLE   901,108 0 0
ALTABA INC COM 021346101 35,539 480,000 SH Call SOLE   480,000 0 0
CAESARS ENTMT CORP COM 127686103 75,984 6,754,100 SH   OTR   5,665,850 1,088,250 0
CAESARS ENTMT CORP COM 127686103 45,620 4,055,100 SH Call SOLE   4,055,100 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 16,545 145,000 SH Call SOLE   145,000 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 60,566 530,817 SH   SOLE   530,817 0 0
CDK GLOBAL INC COM 12508E101 71,189 1,123,918 SH   OTR   969,014 154,904 0
CDK GLOBAL INC COM 12508E101 64,835 1,023,600 SH Call SOLE   1,023,600 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 51,506 534,848 SH   SOLE   534,848 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 49,306 512,000 SH Call SOLE   512,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 66,217 1,124,412 SH   SOLE   1,124,412 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 65,662 1,115,000 SH Call SOLE   1,115,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432 41,531 340,000 SH Put SOLE   340,000 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 39,665 965,086 SH   SOLE   965,086 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 28,305 692,905 SH   SOLE   692,905 0 0
LKQ CORP COM 501889208 26,565 700,000 SH Call SOLE   700,000 0 0
LKQ CORP COM 501889208 76,259 2,009,447 SH   OTR   1,730,947 278,500 0
LOWES COS INC COM 548661107 34,252 390,335 SH   SOLE   390,335 0 0
MASCO CORP COM 574599106 64,100 1,585,076 SH   SOLE   1,585,076 0 0
MASCO CORP COM 574599106 80,331 1,986,400 SH Call SOLE   1,986,400 0 0
MIDDLEBY CORP COM 596278101 69,548 561,821 SH   SOLE   561,821 0 0
MOHAWK INDS INC COM 608190104 65,986 284,153 SH   SOLE   284,153 0 0
MOHAWK INDS INC COM 608190104 70,479 303,500 SH Call SOLE   303,500 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 61,090 246,946 SH   SOLE   246,946 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 45,963 185,800 SH Call SOLE   185,800 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 36,998 650,000 SH Call SOLE   650,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 54,160 951,505 SH   SOLE   951,505 0 0
S&P GLOBAL INC COM 78409V104 53,742 281,281 SH   SOLE   281,281 0 0
S&P GLOBAL INC COM 78409V104 16,718 87,500 SH Call SOLE   87,500 0 0
SHERWIN WILLIAMS CO COM 824348106 55,260 140,926 SH   SOLE   140,926 0 0
SHERWIN WILLIAMS CO COM 824348106 35,408 90,300 SH Call SOLE   90,300 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 52,470 978,181 SH   SOLE   978,181 0 0
WORLDPAY INC CL A 981558109 68,490 832,801 SH   SOLE   832,801 0 0