|
Q3 2024
|
10 |
54,463 |
MTZ, RSI, GVA, GDEN
|
13F-HR
|
11/14/2024 |
000160211924000006 |
|
Q2 2024
|
12 |
45,905 |
MTZ, GDEN, RSI, FIX
|
13F-HR
|
8/14/2024 |
000160211924000005 |
|
Q1 2024
|
12 |
51,769 |
ARRY, SMG, PRIM, LVS
|
13F-HR
|
5/15/2024 |
000160211924000004 |
|
Q4 2023
|
7 |
35,514 |
MTZ, PWR, VMC, MLM
|
13F-HR
|
2/14/2024 |
000160211924000001 |
|
Q3 2023
|
11 |
53,950 |
IGT, HRI, MGM, IGT calls
|
13F-HR
|
11/14/2023 |
000160211923000009 |
|
Q2 2023
|
16 |
79,815 |
SHW, FLS, LVS, ACEL
|
13F-HR
|
8/14/2023 |
000160211923000008 |
|
Q1 2023
|
13 |
47,348 |
OSW, LVS, AGS, WYNN
|
13F-HR
|
5/12/2023 |
000160211923000007 |
|
Q4 2022
|
8 |
41,881 |
WYNN, LVS, FLR, RCL
|
13F-HR
|
2/14/2023 |
000160211923000002 |
|
Q3 2022
|
5 |
31,785 |
MCRI, HT, LVS, BHR
|
13F-HR
|
11/14/2022 |
000105847022000008 |
|
Q2 2022
|
10 |
45,734 |
MCRI, HT, APLE, RRR
|
13F-HR
|
8/15/2022 |
000160211922000002 |
|
Q1 2022
|
7 |
52,280 |
MGP, MCRI, GDEN, CZR
|
13F-HR
|
5/16/2022 |
000095012322006003 |
|
Q4 2021
|
10 |
61,740 |
VICI, MCRI, PK, MGM
|
13F-HR
|
2/14/2022 |
000095012322002715 |
|
Q3 2021
|
12 |
56,816 |
IGT, CZR, IGT calls, FST
|
13F-HR
|
11/15/2021 |
000095012321015097 |
|
Q2 2021
|
8 |
47,834 |
GENI, IGT, FST, CZR
|
13F-HR
|
8/16/2021 |
000095012321011250 |
|
Q1 2021
|
27 |
74,716 |
BIG puts, CZR, HZON, FLL
|
13F-HR
|
5/17/2021 |
000095012321006674 |
|
Q4 2020
|
22 |
72,756 |
DMY TECHNOLOGY GROUP INC II, CHDN, WYNN, CZR
|
13F-HR
|
2/16/2021 |
000095012321002411 |
|
Q3 2020
|
15 |
59,106 |
CZR calls, CZR, BALY, VICI
|
13F-HR
|
11/13/2020 |
000095012320011578 |
|
Q2 2020
|
5 |
21,273 |
VICI calls, LANDCADIA HLDGS II INC, HOG, BATRA
|
13F-HR
|
8/14/2020 |
000095012320008723 |
|
Q1 2020
|
12 |
9,972 |
GLPI, MGP, GDEN, ELDORADO RESORTS INC calls
|
13F-HR
|
5/13/2020 |
000095012320004542 |
|
Q4 2019
|
12 |
34,992 |
ELDORADO RESORTS INC, PENN, CHDN, STARS GROUP INC
|
13F-HR
|
2/14/2020 |
000095012320002060 |
|
Q3 2019
|
13 |
36,310 |
PENN, CHDN, GDEN, ELDORADO RESORTS INC
|
13F-HR
|
11/14/2019 |
000095012319010929 |
|
Q2 2019
|
9 |
76,510 |
ELDORADO RESORTS INC calls, ELDORADO RESORTS INC, PENN, CHDN
|
13F-HR
|
8/14/2019 |
000095012319007881 |
|
Q1 2019
|
16 |
156,633 |
TSLA puts, MODG, CHDN, RGS
|
13F-HR
|
5/15/2019 |
000095012319005409 |
|
Q4 2018
|
24 |
217,029 |
ELDORADO RESORTS INC, XOM calls, LULU, MTZ
|
13F-HR
|
2/14/2019 |
000095012319002019 |
|
Q3 2018
|
13 |
213,353 |
MTZ, MTN, FL, WW
|
13F-HR
|
11/14/2018 |
000095012318011510 |
|
Q2 2018
|
33 |
372,732 |
KNX, KIM, MANT, MLM
|
13F-HR
|
8/14/2018 |
000095012318008451 |
|
Q1 2018
|
30 |
331,851 |
CACI, BAH, REXR, HT
|
13F-HR
|
5/15/2018 |
000095012318005555 |
|
Q4 2017
|
23 |
303,262 |
ASTE, AAWW, HUBG, SIG
|
13F-HR
|
2/1/2018 |
000095012318000634 |
|
Q3 2017
|
34 |
587,254 |
MTZ, ASTE, BBY, MTN
|
13F-HR
|
11/8/2017 |
000095012317009820 |
|
Q2 2017
|
28 |
436,584 |
AAWW, MTN, LULU, URI
|
13F-HR
|
8/8/2017 |
000095012317006886 |
|
Q1 2017
|
26 |
311,236 |
WY, PCH, KEX, WSO
|
13F-HR
|
5/9/2017 |
000095012317004133 |
|
Q4 2016
|
18 |
129,574 |
TSCO, NCLH, CACI, LEG
|
13F-HR
|
2/1/2017 |
000095012317000678 |