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

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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
BLUCORA INC COM 095229100 44,729 2,312,749 SH   SOLE   2,312,749 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 155,709 5,018,004 SH   SOLE   5,018,004 0 0
GOLDEN ENTMT INC COM 381013101 37,311 1,069,376 SH   SOLE   1,069,376 0 0
HILTON GRAND VACATIONS INC COM 43283X105 214,111 6,509,913 SH   SOLE   6,509,913 0 0
OUTFRONT MEDIA INC COM 69007J106 10,760 708,332 SH   SOLE   708,332 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 13,793 2,370,000 SH   SOLE   2,370,000 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 50,092 2,971,050 SH   SOLE   2,971,050 0 0
SEAWORLD ENTMT INC COM 81282V100 1,238,113 27,205,306 SH   SOLE   27,205,306 0 0