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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 35,825 | 472,001 | SH | SOLE | 472,001 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 36,787 | 84,508 | SH | SOLE | 84,508 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 86,280 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 60,418 | 280,100 | SH | SOLE | 280,100 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 67,002 | 2,972,597 | SH | SOLE | 2,972,597 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 71,826 | 26,035 | SH | SOLE | 26,035 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 22,751 | 358,000 | SH | SOLE | 358,000 | 0 | 0 | ||
| CENTERPOINT ENERGY INC | COM | 15189T107 | 29,550 | 1,582,754 | SH | SOLE | 1,582,754 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 34,108 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 2,725 | 68,024 | SH | SOLE | 68,024 | 0 | 0 | ||
| EVERGY INC | COM | 30034W106 | 37,632 | 634,705 | SH | SOLE | 634,705 | 0 | 0 | ||
| EXELON CORP | COM | 30161N101 | 78,763 | 2,170,369 | SH | SOLE | 2,170,369 | 0 | 0 | ||
| FALCON MINERALS CORP | *W EXP 07/21/202 | 30607B208 | 79 | 878,024 | SH | SOLE | 878,024 | 0 | 0 | ||
| FALCON MINERALS CORP | CL A COM | 30607B109 | 6,049 | 1,890,317 | SH | SOLE | 1,890,317 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 24,265 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| HUMANA INC | COM | 444859102 | 27,454 | 70,803 | SH | SOLE | 70,803 | 0 | 0 | ||
| IAA INC | COM | 449253103 | 23,513 | 609,607 | SH | SOLE | 609,607 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 148,475 | 459,106 | SH | SOLE | 459,106 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 24,644 | 262,000 | SH | SOLE | 262,000 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 6,650 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 49,415 | 336,409 | SH | SOLE | 336,409 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 378,633 | 22,537,696 | SH | SOLE | 22,537,696 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 45,959 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 87,785 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| PG&E CORP | COM | 69331C108 | 5,513 | 621,526 | SH | SOLE | 621,526 | 0 | 0 | ||
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 85,861 | 513,000 | SH | SOLE | 513,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 54,873 | 450,000 | SH | Call | SOLE | 450,000 | 0 | 0 | |
| TIFFANY & CO NEW | COM | 886547108 | 6,833 | 56,037 | SH | SOLE | 56,037 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 104,150 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||