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
ADVANCED DRAIN SYS INC DEL COM 00790R104 69,520 2,540,000 SH   SOLE N/A 2,540,000 0 0
ALASKA AIR GROUP INC COM 011659109 265,357 4,552,364 SH   SOLE N/A 4,552,364 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 28,228 997,099 SH   SOLE N/A 997,099 0 0
AMERISOURCEBERGEN CORP COM 03073E105 2,633 33,198 SH   SOLE N/A 33,198 0 0
ANADARKO PETE CORP COM 032511107 9,981 187,444 SH   SOLE N/A 187,444 0 0
ARALEZ PHARMACEUTICALS INC COM 03852X100 21,120 6,400,000 SH   SOLE N/A 6,400,000 0 0
AVIS BUDGET GROUP COM 053774105 44,667 1,385,869 SH   SOLE N/A 1,385,869 0 0
BMC STK HLDGS INC COM 05591B109 13,543 760,000 SH   SOLE N/A 760,000 0 0
BOYD GAMING CORP COM 103304101 139,945 7,605,685 SH   SOLE N/A 7,605,685 0 0
CANADIAN PAC RY LTD COM 13645T100 81,324 631,450 SH   SOLE N/A 631,450 0 0
CHAMPIONS ONCOLOGY INC COM NEW 15870P307 1,713 796,900 SH   SOLE N/A 796,900 0 0
CHEGG INC COM 163092109 43,508 8,701,613 SH   SOLE N/A 8,701,613 0 0
CHURCHILL DOWNS INC COM 171484108 179,253 1,418,586 SH   SOLE N/A 1,418,586 0 0
CIGNA CORPORATION COM 125509109 386,240 3,017,739 SH   SOLE N/A 3,017,739 0 0
COMERICA INC COM 200340107 7,214 175,400 SH   SOLE N/A 175,400 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 60,531 3,238,670 SH   SOLE N/A 3,238,670 0 0
COSTAR GROUP INC COM 22160N109 18,586 85,000 SH   SOLE N/A 85,000 0 0
CSX CORP COM 126408103 3,912 150,000 SH   SOLE N/A 150,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 1,648 40,000 SH   SOLE N/A 40,000 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 45,181 584,335 SH   SOLE N/A 584,335 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 417,699 11,465,809 SH   SOLE N/A 11,465,809 0 0
DICKS SPORTING GOODS INC COM 253393102 9,012 200,000 SH   SOLE N/A 200,000 0 0
DOVER MOTORSPORTS INC COM 260174107 1,458 671,931 SH   SOLE N/A 671,931 0 0
EAGLE MATERIALS INC COM 26969P108 47,122 610,781 SH   SOLE N/A 610,781 0 0
ELDORADO RESORTS INC COM 28470R102 53,970 3,551,839 SH   SOLE N/A 3,551,839 0 0
EXPEDIA INC DEL COM NEW 30212P303 695,917 6,546,727 SH   SOLE N/A 6,546,727 0 0
FIRST MARBLEHEAD CORP COM NEW 320771207 292 60,000 SH   SOLE N/A 60,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,599 80,000 SH   SOLE N/A 80,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 140,115 4,063,661 SH   SOLE N/A 4,063,661 0 0
GENESEE & WYO INC CL A 371559105 4,797 81,382 SH   SOLE N/A 81,382 0 0
GLOBAL EAGLE ENTMT INC COM 37951D102 192,434 28,981,072 SH   SOLE N/A 28,981,072 0 0
GRUBHUB INC COM 400110102 169,487 5,455,000 SH   SOLE N/A 5,455,000 0 0
HCA HOLDINGS INC COM 40412C101 154,020 2,000,000 SH   SOLE N/A 2,000,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 22,140 2,000,000 SH   SOLE N/A 2,000,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,679 30,000 SH   SOLE N/A 30,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 62,036 3,310,328 SH   SOLE N/A 3,310,328 0 0
INVESCO LTD SHS G491BT108 23,497 920,000 SH   SOLE N/A 920,000 0 0
INVESTMENT TECHNOLOGY GRP NE COM 46145F105 13,125 785,000 SH   SOLE N/A 785,000 0 0
ISLE OF CAPRI CASINOS INC COM 464592104 38,316 2,091,500 SH   SOLE N/A 2,091,500 0 0
JETBLUE AIRWAYS CORP COM 477143101 4,968 300,000 SH   SOLE N/A 300,000 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 3,470 225,000 SH   SOLE N/A 225,000 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 817 54,973 SH   SOLE N/A 54,973 0 0
MASONITE INTL CORP NEW COM 575385109 16,337 247,000 SH   SOLE N/A 247,000 0 0
MCKESSON CORP COM 58155Q103 186,650 1,000,000 SH   SOLE N/A 1,000,000 0 0
MELCO CROWN ENTMT LTD ADR 585464100 1,258 100,000 SH   SOLE N/A 100,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 150,648 6,657,000 SH   SOLE N/A 6,657,000 0 0
NEWFIELD EXPL CO COM 651290108 8,946 202,500 SH   SOLE N/A 202,500 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 11,283 453,313 SH   SOLE N/A 453,313 0 0
OWENS CORNING NEW COM 690742101 133,425 2,589,762 SH   SOLE N/A 2,589,762 0 0
PARTY CITY HOLDCO INC COM 702149105 5,150 370,273 SH   SOLE N/A 370,273 0 0
PENN NATL GAMING INC COM 707569109 52,620 3,772,013 SH   SOLE N/A 3,772,013 0 0
PENNYMAC FINL SVCS INC CL A 70932B101 5,371 430,000 SH   SOLE N/A 430,000 0 0
PGT INC COM 69336V101 11,806 1,146,172 SH   SOLE N/A 1,146,172 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 3,473 313,428 SH   SOLE N/A 313,428 0 0
PRICELINE GRP INC COM NEW 741503403 170,601 136,655 SH   SOLE N/A 136,655 0 0
PROVIDENCE SVC CORP COM 743815102 6,735 150,066 SH   SOLE N/A 150,066 0 0
PURECYCLE CORP COM NEW 746228303 28,180 5,982,970 SH   SOLE N/A 5,982,970 0 0
Q2 HLDGS INC COM 74736L109 4,623 165,000 SH   SOLE N/A 165,000 0 0
RITE AID CORP COM 767754104 54,954 7,336,922 SH   SOLE N/A 7,336,922 0 0
RMG NETWORKS HLDG CORP COM 74966K102 2,510 2,587,293 SH   SOLE N/A 2,587,293 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 2,462 330,000 SH   SOLE N/A 330,000 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 36,760 4,000,000 SH   SOLE N/A 4,000,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 42,686 1,072,500 SH   SOLE N/A 1,072,500 0 0
SOUTHWEST AIRLS CO COM 844741108 207,715 5,297,500 SH   SOLE N/A 5,297,500 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 1,894 235,000 SH   SOLE N/A 235,000 0 0
STIFEL FINL CORP COM 860630102 10,221 325,000 SH   SOLE N/A 325,000 0 0
TRIPADVISOR INC COM 896945201 205,631 3,197,990 SH   SOLE N/A 3,197,990 0 0
TRUECAR INC COM 89785L107 39,498 5,031,568 SH   SOLE N/A 5,031,568 0 0
TUESDAY MORNING CORP COM NEW 899035505 12,885 1,835,517 SH   SOLE N/A 1,835,517 0 0
UNION PAC CORP COM 907818108 8,725 100,000 SH   SOLE N/A 100,000 0 0
UNITED CONTL HLDGS INC COM 910047109 668,735 16,294,711 SH   SOLE N/A 16,294,711 0 0
VISA INC COM CL A 92826C839 21,138 285,000 SH   SOLE N/A 285,000 0 0
WEBSTER FINL CORP CONN COM 947890109 5,432 160,000 SH   SOLE N/A 160,000 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 104,459 973,701 SH   SOLE N/A 973,701 0 0
WEX INC COM 96208T104 37,241 420,000 SH   SOLE N/A 420,000 0 0
WILLIAMS COS INC DEL COM 969457100 38,069 1,760,000 SH   SOLE N/A 1,760,000 0 0
WYNN RESORTS LTD COM 983134107 27,706 305,668 SH   SOLE N/A 305,668 0 0
XENIA HOTELS & RESORTS INC COM 984017103 7,957 474,211 SH   SOLE N/A 474,211 0 0
ZILLOW GROUP INC CL A 98954M101 59,296 1,617,910 SH   SOLE N/A 1,617,910 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 140,840 3,882,041 SH   SOLE N/A 3,882,041 0 0