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 | 62,589 | 841,933 | SH | SOLE | 841,933 | 0 | 0 | ||
| AERCAP HOLDINGS NV | SHS | N00985106 | 68,997 | 1,629,984 | SH | SOLE | 1,629,984 | 0 | 0 | ||
| BATH & BODY WORKS INC | COM | 070830104 | 58,267 | 1,787,316 | SH | SOLE | 1,787,316 | 0 | 0 | ||
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | 31,529 | 3,464,762 | SH | SOLE | 3,464,762 | 0 | 0 | ||
| DAVE & BUSTERS ENTMT INC | COM | 238337109 | 35,725 | 1,151,311 | SH | SOLE | 1,151,311 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 28,618 | 790,539 | SH | SOLE | 790,539 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 38,105 | 216,295 | SH | SOLE | 216,295 | 0 | 0 | ||
| GLOBE LIFE INC | COM | 37959E102 | 94,591 | 948,759 | SH | SOLE | 948,759 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 174,921 | 5,318,374 | SH | SOLE | 5,318,374 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 32,175 | 415,800 | SH | SOLE | 415,800 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 72,905 | 3,500,000 | SH | Call | SOLE | 3,500,000 | 0 | 0 | |
| NUTANIX INC | CL A | 67059N108 | 79,502 | 3,816,694 | SH | SOLE | 3,816,694 | 0 | 0 | ||
| NUTRIEN LTD | COM | 67077M108 | 49,100 | 588,874 | SH | SOLE | 588,874 | 0 | 0 | ||
| ONEMAIN HLDGS INC | COM | 68268W103 | 51,415 | 1,741,707 | SH | SOLE | 1,741,707 | 0 | 0 | ||
| PENN ENTERTAINMENT INC | COM | 707569109 | 2,525 | 91,800 | SH | SOLE | 91,800 | 0 | 0 | ||
| ROVER GROUP INC | COM CL A | 77936F103 | 28,274 | 8,465,134 | SH | SOLE | 8,465,134 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 735,791 | 2,060,000 | SH | Put | SOLE | 2,060,000 | 0 | 0 | |
| VERISIGN INC | COM | 92343E102 | 64,386 | 370,671 | SH | SOLE | 370,671 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 48,503 | 1,624,900 | SH | SOLE | 1,624,900 | 0 | 0 | ||