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
ADVANCE AUTO PARTS INC COM 00751Y106 19,561 165,000 SH   SOLE N/A 165,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 70,888 2,737,000 SH   SOLE N/A 2,737,000 0 0
ALASKA AIR GROUP INC COM 011659109 154,900 2,500,000 SH   SOLE N/A 2,500,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 68,527 1,318,851 SH   SOLE N/A 1,318,851 0 0
AMERISOURCEBERGEN CORP COM 03073E105 4,311 50,000 SH   SOLE N/A 50,000 0 0
ANADARKO PETE CORP COM 032511107 30,205 500,000 SH   SOLE N/A 500,000 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 10,884 802,040 SH   SOLE N/A 802,040 0 0
ARALEZ PHARMACEUTICALS INC COM 03852X100 6,647 4,431,301 SH   SOLE N/A 4,431,301 0 0
AT HOME GROUP INC COM 04650Y100 29,749 928,500 SH   SOLE N/A 928,500 0 0
AVIS BUDGET GROUP COM 053774105 289,547 6,181,608 SH   SOLE N/A 6,181,608 0 0
BMC STK HLDGS INC COM 05591B109 15,351 785,200 SH   SOLE N/A 785,200 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 20,866 753,000 SH   SOLE N/A 753,000 0 0
BOOKING HLDGS INC COM 09857L108 288,144 138,505 SH   SOLE N/A 138,505 0 0
BOYD GAMING CORP COM 103304101 196,707 6,174,101 SH   SOLE N/A 6,174,101 0 0
CAESARS ENTMT CORP COM 127686103 140,951 12,528,939 SH   SOLE N/A 12,528,939 0 0
CAESARS ENTMT CORP NOTE 5.000%10/0 127686AA1 10,131 5,933,044 PRN   SOLE N/A 5,933,044 0 0
CARVANA CO CL A 146869102 15,417 672,363 SH   SOLE N/A 672,363 0 0
CHEGG INC COM 163092109 128,945 6,241,298 SH   SOLE N/A 6,241,298 0 0
CHURCHILL DOWNS INC COM 171484108 202,553 829,966 SH   SOLE N/A 829,966 0 0
CONNS INC COM 208242107 103,020 3,030,000 SH   SOLE N/A 3,030,000 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 5,131 629,600 SH   SOLE N/A 629,600 0 0
COSTAR GROUP INC COM 22160N109 41,708 115,000 SH   SOLE N/A 115,000 0 0
CSX CORP COM 126408103 23,120 415,000 SH   SOLE N/A 415,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 1,865 40,000 SH   SOLE N/A 40,000 0 0
DAVITA INC COM 23918K108 69,237 1,050,000 SH   SOLE N/A 1,050,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 731,210 13,340,809 SH   SOLE N/A 13,340,809 0 0
DICKS SPORTING GOODS INC COM 253393102 5,258 150,000 SH   SOLE N/A 150,000 0 0
DORMAN PRODUCTS INC COM 258278100 1,324 20,000 SH   SOLE N/A 20,000 0 0
DOVER MOTORSPORTS INC COM 260174107 1,411 671,931 SH   SOLE N/A 671,931 0 0
DYCOM INDS INC COM 267475101 111,074 1,032,000 SH   SOLE N/A 1,032,000 0 0
EAGLE MATERIALS INC COM 26969P108 28,316 274,781 SH   SOLE N/A 274,781 0 0
EHEALTH INC COM 28238P109 11,646 813,856 SH   SOLE N/A 813,856 0 0
ELDORADO RESORTS INC COM 28470R102 246,668 7,474,779 SH   SOLE N/A 7,474,779 0 0
ENVISION HEALTHCARE CORP COM 29414D100 76,860 2,000,000 SH   SOLE N/A 2,000,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 896,302 8,117,944 SH   SOLE N/A 8,117,944 0 0
FACEBOOK INC CL A 30303M102 96,194 602,000 SH   SOLE N/A 602,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 258,371 7,719,478 SH   SOLE N/A 7,719,478 0 0
GENESEE & WYO INC CL A 371559105 3,540 50,000 SH   SOLE N/A 50,000 0 0
GLOBAL EAGLE ENTMT INC COM 37951D102 42,602 28,981,072 SH   SOLE N/A 28,981,072 0 0
GROUPON INC COM 399473107 21,137 4,870,200 SH   SOLE N/A 4,870,200 0 0
GRUBHUB INC COM 400110102 504,133 4,968,300 SH   SOLE N/A 4,968,300 0 0
HERC HLDGS INC COM 42704L104 86,319 1,329,000 SH   SOLE N/A 1,329,000 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 116,888 5,888,576 SH   SOLE N/A 5,888,576 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 119,884 4,485,000 SH   SOLE N/A 4,485,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 64,888 3,193,290 SH   SOLE N/A 3,193,290 0 0
LENDINGTREE INC NEW COM 52603B107 8,663 26,400 SH   SOLE N/A 26,400 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 3,512 101,200 SH   SOLE N/A 101,200 0 0
MASONITE INTL CORP NEW COM 575385109 45,333 738,926 SH   SOLE N/A 738,926 0 0
MCKESSON CORP COM 58155Q103 588,344 4,176,500 SH   SOLE N/A 4,176,500 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 2,898 100,000 SH   SOLE N/A 100,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 68,734 1,962,700 SH   SOLE N/A 1,962,700 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 27,212 110,000 SH   SOLE N/A 110,000 0 0
OWENS CORNING NEW COM 690742101 157,683 1,961,230 SH   SOLE N/A 1,961,230 0 0
PENN NATL GAMING INC COM 707569109 47,481 1,808,113 SH   SOLE N/A 1,808,113 0 0
PENNYMAC FINL SVCS INC CL A 70932B101 12,911 570,000 SH   SOLE N/A 570,000 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 2,175 100,000 SH   SOLE N/A 100,000 0 0
PURECYCLE CORP COM NEW 746228303 56,539 5,982,970 SH   SOLE N/A 5,982,970 0 0
RED ROCK RESORTS INC CL A 75700L108 76,977 2,629,000 SH   SOLE N/A 2,629,000 0 0
SELECT MED HLDGS CORP COM 81619Q105 10,647 617,208 SH   SOLE N/A 617,208 0 0
SEMGROUP CORP CL A 81663A105 24,402 1,140,279 SH   SOLE N/A 1,140,279 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 54,537 1,072,500 SH   SOLE N/A 1,072,500 0 0
SOUTHWEST AIRLS CO COM 844741108 283,124 4,942,800 SH   SOLE N/A 4,942,800 0 0
SOUTHWESTERN ENERGY CO COM 845467109 10,392 2,400,000 SH   SOLE N/A 2,400,000 0 0
STAMPS COM INC COM NEW 852857200 82,796 411,817 SH   SOLE N/A 411,817 0 0
STARS GROUP INC COM 85570W100 23,181 841,400 SH   SOLE N/A 841,400 0 0
SURGERY PARTNERS INC COM 86881A100 2,374 138,400 SH   SOLE N/A 138,400 0 0
SYNCHRONY FINL COM 87165B103 31,854 950,000 SH   SOLE N/A 950,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 92,754 2,048,000 SH   SOLE N/A 2,048,000 0 0
TIVITY HEALTH INC COM 88870R102 26,764 675,000 SH   SOLE N/A 675,000 0 0
TRIPADVISOR INC COM 896945201 135,615 3,316,569 SH   SOLE N/A 3,316,569 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 7,895 1,135,976 SH   SOLE N/A 1,135,976 0 0
TRUECAR INC COM 89785L107 69,283 7,323,752 SH   SOLE N/A 7,323,752 0 0
TUESDAY MORNING CORP COM NEW 899035505 17,651 4,468,600 SH   SOLE N/A 4,468,600 0 0
UNITED CONTL HLDGS INC COM 910047109 1,074,989 15,474,152 SH   SOLE N/A 15,474,152 0 0
VISA INC COM CL A 92826C839 47,848 400,000 SH   SOLE N/A 400,000 0 0
WEBSTER FINL CORP CONN COM 947890109 11,640 210,100 SH   SOLE N/A 210,100 0 0
WEX INC COM 96208T104 107,285 685,000 SH   SOLE N/A 685,000 0 0
WHITING PETE CORP NEW COM NEW 966387409 108,077 3,193,750 SH   SOLE N/A 3,193,750 0 0
WILLIAMS COS INC DEL COM 969457100 97,203 3,910,000 SH   SOLE N/A 3,910,000 0 0
WYNN RESORTS LTD COM 983134107 20,060 110,000 SH   SOLE N/A 110,000 0 0
ZILLOW GROUP INC CL A 98954M101 87,367 1,617,910 SH   SOLE N/A 1,617,910 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 208,854 3,882,041 SH   SOLE N/A 3,882,041 0 0