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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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
ADVANCE AUTO PARTS INC COM 00751Y106 30,299 180,000 SH   SOLE N/A 180,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 84,573 2,737,000 SH   SOLE N/A 2,737,000 0 0
ALASKA AIR GROUP INC COM 011659109 172,150 2,500,000 SH   SOLE N/A 2,500,000 0 0
ALLEGIANT TRAVEL CO COM 01748X102 200,724 1,583,000 SH   SOLE N/A 1,583,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 4,611 50,000 SH   SOLE N/A 50,000 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 18,832 802,040 SH   SOLE N/A 802,040 0 0
ANTHEM INC COM 036752103 19,184 70,000 SH   SOLE N/A 70,000 0 0
AT HOME GROUP INC COM 04650Y100 45,041 1,428,500 SH   SOLE N/A 1,428,500 0 0
AVIS BUDGET GROUP COM 053774105 6,557 204,000 SH   SOLE N/A 204,000 0 0
BMC STK HLDGS INC COM 05591B109 6,416 344,000 SH   SOLE N/A 344,000 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 24,211 813,000 SH   SOLE N/A 813,000 0 0
BOOKING HLDGS INC COM 09857L108 274,794 138,505 SH   SOLE N/A 138,505 0 0
BOYD GAMING CORP COM 103304101 217,556 6,427,071 SH   SOLE N/A 6,427,071 0 0
CAESARS ENTMT CORP COM 127686103 160,054 15,614,986 SH   SOLE N/A 15,614,986 0 0
CAESARS ENTMT CORP NOTE 5.000%10/0 127686AA1 9,662 5,933,044 PRN   SOLE N/A 5,933,044 0 0
CARVANA CO CL A 146869102 20,455 346,163 SH   SOLE N/A 346,163 0 0
CHURCHILL DOWNS INC COM 171484108 192,714 693,966 SH   SOLE N/A 693,966 0 0
CIGNA CORPORATION COM 125509109 14,578 70,000 SH   SOLE N/A 70,000 0 0
CONNS INC COM 208242107 108,778 3,077,166 SH   SOLE N/A 3,077,166 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 5,443 729,600 SH   SOLE N/A 729,600 0 0
COSTAR GROUP INC COM 22160N109 48,397 115,000 SH   SOLE N/A 115,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 187,939 5,056,200 SH   SOLE N/A 5,056,200 0 0
DAVITA INC COM 23918K108 129,844 1,812,700 SH   SOLE N/A 1,812,700 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 767,162 13,265,809 SH   SOLE N/A 13,265,809 0 0
DESPEGAR COM CORP ORD SHS G27358103 3,096 183,526 SH   SOLE N/A 183,526 0 0
DICKS SPORTING GOODS INC COM 253393102 5,322 150,000 SH   SOLE N/A 150,000 0 0
DOVER DOWNS GAMING & ENTMT I COM 260095104 2,599 915,000 SH   SOLE N/A 915,000 0 0
DOVER MOTORSPORTS INC COM 260174107 1,445 671,931 SH   SOLE N/A 671,931 0 0
DYCOM INDS INC COM 267475101 100,099 1,183,200 SH   SOLE N/A 1,183,200 0 0
EAGLE MATERIALS INC COM 26969P108 23,422 274,781 SH   SOLE N/A 274,781 0 0
EHEALTH INC COM 28238P109 20,107 711,517 SH   SOLE N/A 711,517 0 0
ELDORADO RESORTS INC COM 28470R102 190,849 3,926,940 SH   SOLE N/A 3,926,940 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,039,176 7,964,254 SH   SOLE N/A 7,964,254 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 9,609 475,000 SH   SOLE N/A 475,000 0 0
FACEBOOK INC CL A 30303M102 75,290 457,800 SH   SOLE N/A 457,800 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 174,524 4,951,040 SH   SOLE N/A 4,951,040 0 0
GENESEE & WYO INC CL A 371559105 5,459 60,000 SH   SOLE N/A 60,000 0 0
GLOBAL EAGLE ENTMT INC COM 37951D102 81,727 28,981,072 SH   SOLE N/A 28,981,072 0 0
GROUPON INC COM 399473107 26,202 6,950,000 SH   SOLE N/A 6,950,000 0 0
HERC HLDGS INC COM 42704L104 97,659 1,907,400 SH   SOLE N/A 1,907,400 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 96,160 5,888,576 SH   SOLE N/A 5,888,576 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 159,495 8,075,694 SH   SOLE N/A 8,075,694 0 0
JETBLUE AIRWAYS CORP COM 477143101 61,822 3,193,290 SH   SOLE N/A 3,193,290 0 0
LENDINGTREE INC NEW COM 52603B107 6,075 26,400 SH   SOLE N/A 26,400 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 2,778 101,200 SH   SOLE N/A 101,200 0 0
MASONITE INTL CORP NEW COM 575385109 48,006 748,926 SH   SOLE N/A 748,926 0 0
MCKESSON CORP COM 58155Q103 437,745 3,300,000 SH   SOLE N/A 3,300,000 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 5,816 275,000 SH   SOLE N/A 275,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 34,329 1,230,000 SH   SOLE N/A 1,230,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 34,732 100,000 SH   SOLE N/A 100,000 0 0
OWENS CORNING NEW COM 690742101 122,825 2,263,230 SH   SOLE N/A 2,263,230 0 0
PENN NATL GAMING INC COM 707569109 61,228 1,859,904 SH   SOLE N/A 1,859,904 0 0
PENNYMAC FINL SVCS INC CL A 70932B101 14,630 700,000 SH   SOLE N/A 700,000 0 0
PURECYCLE CORP COM NEW 746228303 69,103 5,982,970 SH   SOLE N/A 5,982,970 0 0
QUINSTREET INC COM 74874Q100 2,443 180,000 SH   SOLE N/A 180,000 0 0
RED ROCK RESORTS INC CL A 75700L108 43,413 1,629,000 SH   SOLE N/A 1,629,000 0 0
SELECT MED HLDGS CORP COM 81619Q105 11,360 617,408 SH   SOLE N/A 617,408 0 0
SEMGROUP CORP CL A 81663A105 16,819 762,779 SH   SOLE N/A 762,779 0 0
SOUTHWEST AIRLS CO COM 844741108 303,994 4,867,800 SH   SOLE N/A 4,867,800 0 0
SOUTHWESTERN ENERGY CO COM 845467109 5,621 1,100,000 SH   SOLE N/A 1,100,000 0 0
STAMPS COM INC COM NEW 852857200 104,463 461,817 SH   SOLE N/A 461,817 0 0
STARS GROUP INC COM 85570W100 39,961 1,604,843 SH   SOLE N/A 1,604,843 0 0
SYNCHRONY FINL COM 87165B103 34,499 1,110,000 SH   SOLE N/A 1,110,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 108,339 2,048,000 SH   SOLE N/A 2,048,000 0 0
TIVITY HEALTH INC COM 88870R102 15,337 477,042 SH   SOLE N/A 477,042 0 0
TRIPADVISOR INC COM 896945201 121,950 2,387,893 SH   SOLE N/A 2,387,893 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 80,727 13,105,000 SH   SOLE N/A 13,105,000 0 0
TRUECAR INC COM 89785L107 126,451 8,968,152 SH   SOLE N/A 8,968,152 0 0
TUESDAY MORNING CORP COM NEW 899035505 14,620 4,568,600 SH   SOLE N/A 4,568,600 0 0
UNITED CONTL HLDGS INC COM 910047109 1,391,487 15,624,152 SH   SOLE N/A 15,624,152 0 0
VISA INC COM CL A 92826C839 67,541 450,000 SH   SOLE N/A 450,000 0 0
WEBSTER FINL CORP CONN COM 947890109 12,387 210,100 SH   SOLE N/A 210,100 0 0
WEX INC COM 96208T104 137,521 685,000 SH   SOLE N/A 685,000 0 0
WHITING PETE CORP NEW COM NEW 966387409 170,723 3,218,750 SH   SOLE N/A 3,218,750 0 0
WILLIAMS COS INC DEL COM 969457100 93,319 3,432,100 SH   SOLE N/A 3,432,100 0 0
WYNN RESORTS LTD COM 983134107 23,506 185,000 SH   SOLE N/A 185,000 0 0
YELP INC CL A 985817105 24,600 500,000 SH   SOLE N/A 500,000 0 0