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
ACUITY BRANDS INC COM 00508Y102 49,325 356,783 SH   SOLE N/A 356,783 0 0
AIXTRON SE SPONSORED ADR 009606104 26,150 1,798,509 SH   SOLE N/A 1,798,509 0 0
ALASKA AIR GROUP INC COM 011659109 223,480 2,351,182 SH   SOLE N/A 2,351,182 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 107,400 2,500,000 SH   SOLE N/A 2,500,000 0 0
ANADARKO PETE CORP COM 032511107 20,519 187,444 SH   SOLE N/A 187,444 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 2,513 55,558 SH   SOLE N/A 55,558 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 13,036 230,000 SH   SOLE N/A 230,000 0 0
ASHFORD HOSPITALITY PRIME IN COM 044102101 1,165 67,900 SH   SOLE N/A 67,900 0 0
BALLY TECHNOLOGIES INC COM 05874B107 62,548 951,740 SH   SOLE N/A 951,740 0 0
BOYD GAMING CORP COM 103304101 99,911 8,236,655 SH   SOLE N/A 8,236,655 0 0
CANADIAN PAC RY LTD COM 13645T100 27,171 150,000 SH   SOLE N/A 150,000 0 0
CHEGG INC COM 163092109 32,736 4,650,000 SH   SOLE N/A 4,650,000 0 0
CHURCHILL DOWNS INC COM 171484108 115,930 1,286,544 SH   SOLE N/A 1,286,544 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 4,905 545,000 SH   SOLE N/A 545,000 0 0
CREE INC COM 225447101 12,702 254,300 SH   SOLE N/A 254,300 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 207,686 5,363,800 SH   SOLE N/A 5,363,800 0 0
DOVER MOTORSPORTS INC COM 260174107 1,942 671,931 SH   SOLE N/A 671,931 0 0
EAGLE MATERIALS INC COM 26969P108 7,410 78,600 SH   SOLE N/A 78,600 0 0
ENERGY XXI (BERMUDA) LTD USD UNRS SHS G10082140 5,194 219,800 SH   SOLE N/A 219,800 0 0
EXPEDIA INC DEL COM NEW 30212P303 261,074 3,314,800 SH   SOLE N/A 3,314,800 0 0
FACEBOOK INC CL A 30303M102 9,421 140,000 SH   SOLE N/A 140,000 0 0
FIRST MARBLEHEAD CORP COM NEW 320771207 315 60,000 SH   SOLE N/A 60,000 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 19,710 540,000 SH   SOLE N/A 540,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 87,255 2,568,598 SH   SOLE N/A 2,568,598 0 0
GENERAL MTRS CO COM 37045V100 27,898 768,550 SH   SOLE N/A 768,550 0 0
GENESEE & WYO INC CL A 371559105 19,045 181,382 SH   SOLE N/A 181,382 0 0
GLOBAL EAGLE ACQUISITION COR COM 37951D102 359,108 28,968,499 SH   SOLE N/A 28,968,499 0 0
GREENBRIER COS INC COM 393657101 97,557 1,693,700 SH   SOLE N/A 1,693,700 0 0
INTERCONTINENTALEXCHANGE GRO COM 45866F104 15,112 80,000 SH   SOLE N/A 80,000 0 0
INTERNATIONAL GAME TECHNOLOG COM 459902102 4,186 263,100 SH   SOLE N/A 263,100 0 0
INVENSENSE INC COM 46123D205 22,518 992,402 SH   SOLE N/A 992,402 0 0
INVESCO LTD SHS G491BT108 20,008 530,000 SH   SOLE N/A 530,000 0 0
ISLE OF CAPRI CASINOS INC COM 464592104 21,939 2,563,000 SH   SOLE N/A 2,563,000 0 0
JPMORGAN CHASE & CO COM 46625H100 8,067 140,000 SH   SOLE N/A 140,000 0 0
KLA-TENCOR CORP COM 482480100 46,635 642,000 SH   SOLE N/A 642,000 0 0
LAKES ENTMNT INC COM 51206P109 6,203 1,316,914 SH   SOLE N/A 1,316,914 0 0
MAGELLAN HEALTH SVCS INC COM NEW 559079207 24,896 400,000 SH   SOLE N/A 400,000 0 0
MASCO CORP COM 574599106 5,836 262,900 SH   SOLE N/A 262,900 0 0
MELCO CROWN ENTMT LTD ADR 585464100 136,649 3,826,642 SH   SOLE N/A 3,826,642 0 0
MOLINA HEALTHCARE INC COM 60855R100 13,389 300,000 SH   SOLE N/A 300,000 0 0
MTR GAMING GROUP INC COM 553769100 15,047 2,812,564 SH   SOLE N/A 2,812,564 0 0
MUELLER INDS INC COM 624756102 12,146 413,000 SH   SOLE N/A 413,000 0 0
ORBITZ WORLDWIDE INC COM 68557K109 146,850 16,500,000 SH   SOLE N/A 16,500,000 0 0
OWENS CORNING NEW COM 690742101 43,119 1,114,762 SH   SOLE N/A 1,114,762 0 0
PENN NATL GAMING INC COM 707569109 93,482 7,700,300 SH   SOLE N/A 7,700,300 0 0
PGT INC COM 69336V101 7,972 941,172 SH   SOLE N/A 941,172 0 0
PINNACLE ENTMT INC COM 723456109 10,072 400,000 SH   SOLE N/A 400,000 0 0
POZEN INC COM 73941U102 23,855 2,863,699 SH   SOLE N/A 2,863,699 0 0
PRICELINE COM INC COM NEW 741503403 255,036 212,000 SH   SOLE N/A 212,000 0 0
PURECYCLE CORP COM NEW 746228303 40,505 5,982,970 SH   SOLE N/A 5,982,970 0 0
RMG NETWORKS HLDG CORP COM 74966K102 2,492 1,112,293 SH   SOLE N/A 1,112,293 0 0
SALESFORCE COM INC COM 79466L302 49,716 856,000 SH   SOLE N/A 856,000 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 3,979 357,832 SH   SOLE N/A 357,832 0 0
SILICON LABORATORIES INC COM 826919102 32,308 656,000 SH   SOLE N/A 656,000 0 0
SOUTHWEST AIRLS CO COM 844741108 143,970 5,360,000 SH   SOLE N/A 5,360,000 0 0
SPIRIT AIRLS INC COM 848577102 79,050 1,250,000 SH   SOLE N/A 1,250,000 0 0
STONE ENERGY CORP COM 861642106 31,856 680,836 SH   SOLE N/A 680,836 0 0
STRATASYS LTD SHS M85548101 12,152 106,940 SH   SOLE N/A 106,940 0 0
TRIPADVISOR INC COM 896945201 226,854 2,087,742 SH   SOLE N/A 2,087,742 0 0
UNITED RENTALS INC COM 911363109 97,903 934,813 SH   SOLE N/A 934,813 0 0
VALUEVISION MEDIA INC CL A 92047K107 17,776 3,562,300 SH   SOLE N/A 3,562,300 0 0
VEECO INSTRS INC DEL COM 922417100 36,718 985,465 SH   SOLE N/A 985,465 0 0
VIGGLE INC COM NEW 92672V204 5,954 1,375,000 SH   SOLE N/A 1,375,000 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 6,882 32,500 SH   SOLE N/A 32,500 0 0