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 105,165 1,132,636 SH   SOLE   1,132,636 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 38,083 76,148 SH   SOLE   76,148 0 0
ALPHABET INC CAP STK CL A 02079K305 79,132 45,150 SH   SOLE   45,150 0 0
ALTICE USA INC CL A 02156K103 117,552 3,104,105 SH   SOLE   3,104,105 0 0
AMAZON COM INC COM 023135106 89,175 27,380 SH   SOLE   27,380 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 30,105 1,500,000 SH Call SOLE   1,500,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 38,015 1,894,101 SH   SOLE   1,894,101 0 0
BLUESCAPE OPPORTUNITIES ACQU UNIT 99/99/9999 G1195N121 11,160 1,000,000 SH   SOLE   1,000,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 6,833 315,751 SH   SOLE   315,751 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 38,613 774,897 SH   SOLE   774,897 0 0
DISNEY WALT CO COM 254687106 41,338 228,160 SH   SOLE   228,160 0 0
EVERGY INC COM 30034W106 12,165 219,145 SH   SOLE   219,145 0 0
EXELON CORP COM 30161N101 42,220 1,000,000 SH Call SOLE   1,000,000 0 0
EXELON CORP COM 30161N101 88,789 2,102,999 SH   SOLE   2,102,999 0 0
FACEBOOK INC CL A 30303M102 574 2,100 SH   SOLE   2,100 0 0
FALCON MINERALS CORP *W EXP 07/21/202 30607B208 128 878,024 SH   SOLE   878,024 0 0
FIRSTENERGY CORP COM 337932107 102,627 3,352,732 SH   SOLE   3,352,732 0 0
FISERV INC COM 337738108 59,207 520,000 SH   SOLE   520,000 0 0
FIVE BELOW INC COM 33829M101 1,021 5,837 SH   SOLE   5,837 0 0
GLOBAL PMTS INC COM 37940X102 17,664 82,000 SH   SOLE   82,000 0 0
HCA HEALTHCARE INC COM 40412C101 21,380 130,000 SH   SOLE   130,000 0 0
HUMANA INC COM 444859102 15,045 36,670 SH   SOLE   36,670 0 0
IAC INTERACTIVECORP NEW COM 44891N109 69,133 365,106 SH   SOLE   365,106 0 0
JPMORGAN CHASE & CO COM 46625H100 46,584 366,600 SH   SOLE   366,600 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 22,765 527,091 SH   SOLE   527,091 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 23,535 540,916 SH   SOLE   540,916 0 0
LIBERTY MEDIA CORP DEL COM SER A FRMLA 531229870 3,799 100,000 SH   SOLE   100,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 11,140 261,500 SH   SOLE   261,500 0 0
MGM RESORTS INTERNATIONAL COM 552953101 710,163 22,537,696 SH   SOLE   22,537,696 0 0
NETFLIX INC COM 64110L106 30,727 56,825 SH   SOLE   56,825 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103 12,850 1,000,000 SH   SOLE   1,000,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 12,740 2,000,000 SH Put SOLE   2,000,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 91,499 513,000 SH   SOLE   513,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 616,902 1,650,000 SH Put SOLE   1,650,000 0 0
STAR PEAK ENERGY TRANSITION CL A 855185104 5,243 256,246 SH   SOLE   256,246 0 0
T-MOBILE US INC COM 872590104 94,516 700,900 SH   SOLE   700,900 0 0
WORKDAY INC CL A 98138H101 57,147 238,500 SH   SOLE   238,500 0 0
ZENDESK INC COM 98936J101 37,149 259,568 SH   SOLE   259,568 0 0