Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting GLOBAL EAGLE ACQUISITION COR,ENT,,Buy,37951D102,325168000.0,28981072.0,8.674 EXPEDIA INC DEL,EXPE,,Buy,30212P303,300081000.0,3424800.0,8.005 DELTA AIR LINES INC DEL,DAL,,Buy,247361702,276179000.0,7639800.0,7.367 PRICELINE COM INC,PCLN,, ,741503403,245619000.0,212000.0,6.552 ALASKA AIR GROUP INC,ALK,,Buy,011659109,204741000.0,4702364.0,5.462 TRIPADVISOR INC,TRIP,, ,896945201,190861000.0,2087742.0,5.091 SOUTHWEST AIRLS CO,LUV,,Buy,844741108,186917000.0,5535000.0,4.986 ORBITZ WORLDWIDE INC,OWW,, ,68557K109,129855000.0,16500000.0,3.464 CHURCHILL DOWNS INC,CHDN,, ,171484108,125438000.0,1286544.0,3.346 GREENBRIER COS INC,GBX,, ,393657101,124284000.0,1693700.0,3.315 MELCO CROWN ENTMT LTD,MLCO,adr,Buy,585464100,109590000.0,4168519.0,2.923 AMERICAN AIRLS GROUP INC,AAL,,Buy,02376R102,104666000.0,2950000.0,2.792 UNITED RENTALS INC,URI,, ,911363109,103858000.0,934813.0,2.77 GAMING & LEISURE PPTYS INC,GLPI,,Buy,36467J108,98964000.0,3202716.0,2.64 PENN NATL GAMING INC,PENN,,Buy,707569109,88103000.0,7859300.0,2.35 SPIRIT AIRLS INC,SAVE,, ,848577102,86425000.0,1250000.0,2.305 BOYD GAMING CORP,BYD,,Buy,103304101,85477000.0,8413055.0,2.28 BALLY TECHNOLOGIES INC,BYI,, ,05874B107,76805000.0,951740.0,2.049 ALLEGIANT TRAVEL CO,ALGT,,New,01748X102,47609000.0,385000.0,1.27 GENERAL MTRS CO,GM,,Buy,37045V100,45308000.0,1418550.0,1.209 CHEGG INC,CHGG,,Buy,163092109,40639000.0,6512700.0,1.084 STONE ENERGY CORP,SGY,,Buy,861642106,39743000.0,1267321.0,1.06 PURECYCLE CORP,PCYO,, ,746228303,38710000.0,5982970.0,1.033 UNITED CONTL HLDGS INC,UAL,,New,910047109,37432000.0,800000.0,0.999 OWENS CORNING NEW,OC,,Buy,690742101,36029000.0,1134762.0,0.961 ACUITY BRANDS INC,AYI,,Sell,00508Y102,35523000.0,301783.0,0.948 CANADIAN PAC RY LTD,CP,,Buy,13645T100,34233000.0,165000.0,0.913 VEECO INSTRS INC DEL,VECO,,Sell,922417100,32695000.0,935465.0,0.872 SCIENTIFIC GAMES CORP,SGMS,cl a,Buy,80874P109,32310000.0,3000000.0,0.862 WELLCARE HEALTH PLANS INC,WCG,,New,94946T106,30170000.0,500000.0,0.805 SALESFORCE COM INC,CRM,,Sell,79466L302,25658000.0,446000.0,0.684 POZEN INC,POZN,,Buy,73941U102,24690000.0,3363699.0,0.659 RITE AID CORP,RAD,,New,767754104,24200000.0,5000000.0,0.646 AIXTRON SE,AIXNY,sponsored adr,Sell,009606104,21884000.0,1446377.0,0.584 MAGELLAN HEALTH SVCS INC,MGLN,, ,559079207,21892000.0,400000.0,0.584 INVESCO LTD,IVZ,,Sell,G491BT108,19740000.0,500000.0,0.527 ANADARKO PETE CORP,APC,, ,032511107,19014000.0,187444.0,0.507 VALUEVISION MEDIA INC,VVTV,cl a, ,92047K107,18275000.0,3562300.0,0.487 FREEPORT-MCMORAN COPPER & GO,FCX,, ,35671D857,17631000.0,540000.0,0.47 GENESEE & WYO INC,GWR,cl a, ,371559105,17288000.0,181382.0,0.461 LAS VEGAS SANDS CORP,LVS,,New,517834107,16797000.0,270000.0,0.448 ARTISAN PARTNERS ASSET MGMT,APAM,cl a,Buy,04316A108,14574000.0,280000.0,0.389 COPA HOLDINGS SA,CPA,cl a,New,P31076105,13411000.0,125000.0,0.358 MOLINA HEALTHCARE INC,MOH,, ,60855R100,12690000.0,300000.0,0.339 VIRTUS INVT PARTNERS INC,VRTS,,Buy,92828Q109,12159000.0,70000.0,0.324 MUELLER INDS INC,MLI,, ,624756102,11787000.0,413000.0,0.314 FACEBOOK INC,FB,cl a,Sell,30303M102,10868000.0,137500.0,0.29 ELDORADO RESORTS INC,ERI,,New,28470R102,10106000.0,2400411.0,0.27 PINNACLE ENTMT INC,PNK,, ,723456109,10036000.0,400000.0,0.268 INTERCONTINENTALEXCHANGE GRO,ICE,,Sell,45866F104,9753000.0,50000.0,0.26 EAGLE MATERIALS INC,EXP,,Buy,26969P108,9633000.0,94600.0,0.257 LAS VEGAS SANDS CORP,LVS,,New,517834107,9332000.0,150000.0,0.249 VISA INC,V,,New,92826C839,9175000.0,43000.0,0.245 SILICON LABORATORIES INC,SLAB,,Sell,826919102,9103000.0,224000.0,0.243 PGT INC,PGTI,,Buy,69336V101,8865000.0,951172.0,0.236 MASONITE INTL CORP NEW,DOOR,,New,575385109,7199000.0,130000.0,0.192 ISLE OF CAPRI CASINOS INC,ISLE,,Sell,464592104,7011000.0,934839.0,0.187 KLA-TENCOR CORP,KLAC,,Sell,482480100,6381000.0,81000.0,0.17 COSTAR GROUP INC,CSGP,,New,22160N109,5288000.0,34000.0,0.141 CONTROLADORA VUELA CIA DE AV,VLRS,spon adr rp 10,Buy,21240E105,5237000.0,603370.0,0.14 VIGGLE INC,VGGL,, ,92672V204,4868000.0,1375000.0,0.13 JPMORGAN CHASE & CO,JPM,,Sell,46625H100,4819000.0,80000.0,0.129 ASHFORD HOSPITALITY PRIME IN,AHP,,Buy,044102101,3446000.0,226258.0,0.092 FIRST REP BK SAN FRANCISCO C,FRC,,New,33616C100,3457000.0,70000.0,0.092 QUNAR CAYMAN IS LTD,QUNR,spns adr cl b,New,74906P104,3010000.0,108843.0,0.08 HERTZ GLOBAL HOLDINGS INC,HTZ,,New,42805T105,2539000.0,100000.0,0.068 RMG NETWORKS HLDG CORP,RMGN,, ,74966K102,1835000.0,1112293.0,0.049 DOVER MOTORSPORTS INC,DVD,, ,260174107,1552000.0,671931.0,0.041 FIRST MARBLEHEAD CORP,FMD,, ,320771207,170000.0,60000.0,0.005 ARM HLDGS PLC,ARMH,sponsored adr,Exit,042068106,0.0,-55558.0,-0.069 INTERNATIONAL GAME TECHNOLOG,IGT,,Exit,459902102,0.0,-263100.0,-0.116 ENERGY XXI (BERMUDA) LTD,EXXIQ,,Exit,G10082140,0.0,-219800.0,-0.143 MASCO CORP,MAS,,Exit,574599106,0.0,-262900.0,-0.161 LAKES ENTMNT INC,LACO,,Exit,51206P109,0.0,-1316914.0,-0.171 STRATASYS LTD,SSYS,,Exit,M85548101,0.0,-106940.0,-0.335 CREE INC,CREE,,Exit,225447101,0.0,-254300.0,-0.35 MTR GAMING GROUP INC,MNTG,,Exit,553769100,0.0,-2812564.0,-0.415 INVENSENSE INC,INVN,,Exit,46123D205,0.0,-992402.0,-0.621