The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACCEL ENTERTAINMENT INC | COM CL A1 | 00436Q906 | 4,320,096 | 409,100 | SH | Call | SOLE | 409,100 | 0 | 0 | ||
| ACCEL ENTERTAINMENT INC | COM CL A1 | 00436Q106 | 7,009,876 | 663,814 | SH | SOLE | 663,814 | 0 | 0 | |||
| FLOWSERVE CORP | COM | 34354P105 | 7,790,355 | 209,700 | SH | SOLE | 209,700 | 0 | 0 | |||
| FULL HSE RESORTS INC | COM | 359678109 | 1,896,790 | 283,103 | SH | SOLE | 283,103 | 0 | 0 | |||
| HERC HLDGS INC | COM | 42704L104 | 5,474,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 5,102,400 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| LAS VEGAS SANDS CORP | COM | 517834107 | 7,777,800 | 134,100 | SH | SOLE | 134,100 | 0 | 0 | |||
| LIGHT & WONDER INC | COM | 80874P109 | 6,058,787 | 88,115 | SH | SOLE | 88,115 | 0 | 0 | |||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 4,616,900 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | 5,523,856 | 456,517 | SH | SOLE | 456,517 | 0 | 0 | |||
| PLAYAGS INC | COM | 72814N104 | 720,375 | 127,500 | SH | SOLE | 127,500 | 0 | 0 | |||
| SHERWIN WILLIAMS CO | COM | 824348106 | 7,965,600 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| TEREX CORP NEW | COM | 880779103 | 2,991,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| TH INTERNATIONAL LIMITED | ORDINARY SHARES | G8656L106 | 2,635,578 | 918,320 | SH | SOLE | 918,320 | 0 | 0 | |||
| VULCAN MATLS CO | COM | 929160109 | 6,763,200 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| WYNN RESORTS LTD | COM | 983134107 | 3,168,300 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||