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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CZR | CAESARS ENTERTAINMENT INC NE | 13.41% | 5,350,000 | $234,009,000 | 250,000 | 4.9% | $43.74 | 13F |
| BYD | BOYD GAMING CORP | 9.64% | 2,500,000 | $168,300,000 | 500,000 | 25% | $67.32 | 13F |
| DRVN | DRIVEN BRANDS HLDGS INC | 4.75% | 5,250,000 | $82,897,500 | 1,750,000 | 50% | $15.79 | 13F |
| PRKS | UNITED PARKS & RESORTS INC | 4.51% | 1,400,000 | $78,694,000 | 100,000 | 7.69% | $56.21 | 13F |