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
ACTIVISION BLIZZARD INC COM 00507V109 28,134 473,001 SH   SOLE   473,001 0 0
ADOBE INC COM 00724F101 55,002 172,833 SH   SOLE   172,833 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 223,652 1,150,000 SH Call SOLE   1,150,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 31,117 160,000 SH   SOLE   160,000 0 0
ALTERYX INC COM CL A 02156B103 47,585 500,000 SH Call SOLE   500,000 0 0
ALTICE USA INC CL A 02156K103 67,985 3,050,000 SH   SOLE   3,050,000 0 0
AMAZON COM INC COM 023135106 53,227 27,300 SH   SOLE   27,300 0 0
ANTHEM INC COM 036752103 5,676 25,000 SH   SOLE   25,000 0 0
CENTENE CORP DEL COM 15135B101 8,317 140,000 SH   SOLE   140,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 479 31,000 SH   SOLE   31,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 31,142 1,188,628 SH   SOLE   1,188,628 0 0
FALCON MINERALS CORP *W EXP 07/21/202 30607B208 132 878,024 SH   SOLE   878,024 0 0
FALCON MINERALS CORP CL A COM 30607B109 4,064 1,890,317 SH   SOLE   1,890,317 0 0
HUMANA INC COM 444859102 6,935 22,083 SH   SOLE   22,083 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 58,436 276,409 SH   SOLE   276,409 0 0
MARATHON PETE CORP COM 56585A102 20,941 886,600 SH   SOLE   886,600 0 0
MATCH GROUP INC COM 57665R106 14,707 222,700 SH   SOLE   222,700 0 0
MGM RESORTS INTERNATIONAL COM 552953101 264,765 22,437,696 SH   SOLE   22,437,696 0 0
NETFLIX INC COM 64110L106 16,898 45,000 SH   SOLE   45,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 73,000 500,000 SH Call SOLE   500,000 0 0
RAYTHEON CO COM NEW 755111507 46,330 353,256 SH   SOLE   353,256 0 0
SALESFORCE COM INC COM 79466L302 54,712 380,000 SH   SOLE   380,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 20,727 140,000 SH   SOLE   140,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,284 16,622 SH   SOLE   16,622 0 0
UNION PAC CORP COM 907818108 27,926 198,000 SH   SOLE   198,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,998 32,073 SH   SOLE   32,073 0 0
VULCAN MATLS CO COM 929160109 21,797 201,690 SH   SOLE   201,690 0 0
ZENDESK INC COM 98936J101 96,745 1,511,404 SH   SOLE   1,511,404 0 0