Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting UNITED CONTL HLDGS INC,UAL,,Sell,910047109,1246096000.0,15619152.0,23.122 EXPEDIA GROUP INC,EXPE,, ,30212P303,947746000.0,7964254.0,17.586 DELTA AIR LINES INC DEL,DAL,,Sell,247361702,623199000.0,12065809.0,11.564 BOOKING HLDGS INC,BKNG,,Sell,09857L108,289418000.0,165864.0,5.37 ALLEGIANT TRAVEL CO,ALGT,,Buy,01748X102,210389000.0,1625000.0,3.904 CHURCHILL DOWNS INC,CHDN,,Buy,171484108,194596000.0,2155951.0,3.611 GROUPON INC,GRPN,,Buy,399473107,193990000.0,54645000.0,3.6 DAVITA INC,DVA,,Buy,23918K108,160574000.0,2957700.0,2.98 ALASKA AIR GROUP INC,ALK,,Buy,011659109,152085000.0,2710000.0,2.822 JETBLUE AWYS CORP,JBLU,,Buy,477143101,143618000.0,8778600.0,2.665 WEX INC,WEX,, ,96208T104,139193000.0,725000.0,2.583 TRIPADVISOR INC,TRIP,, ,896945201,118542000.0,2304017.0,2.2 HERTZ GLOBAL HLDGS INC,HTZGQ,, ,42806J106,102285000.0,5888576.0,1.898 SYNCHRONY FINL,SYF,,Buy,87165B103,76560000.0,2400000.0,1.421 VISA INC,V,, ,92826C839,70286000.0,450000.0,1.304 TRUECAR INC,TRUE,,Buy,89785L107,65184000.0,9816895.0,1.21 BOYD GAMING CORP,BYD,,Sell,103304101,60033000.0,2194195.0,1.114 FACEBOOK INC,FB,cl a,Sell,30303M102,59642000.0,357800.0,1.107 PURECYCLE CORP,PCYO,, ,746228303,58992000.0,5982970.0,1.095 TRIVAGO N V,TRVG,,Buy,89686D105,58126000.0,13455000.0,1.079 TWIN RIV WORLDWIDE HLDGS INC,TRWH,,New,90171V204,42896000.0,1432258.0,0.796 RED ROCK RESORTS INC,RRR,cl a,Sell,75700L108,40828000.0,1579404.0,0.758 EHEALTH INC,EHTH,,Sell,28238P109,33111000.0,531142.0,0.614 CAESARS ENTMT CORP,CZR,,Sell,127686103,31318000.0,3603967.0,0.581 INTERNATIONAL GAME TECHNOLOG,IGT,,Sell,G4863A108,26535000.0,2042747.0,0.492 SKYWEST INC,SKYW,,New,830879102,24913000.0,458884.0,0.462 QUINSTREET INC,QNST,,Buy,74874Q100,23669000.0,1767697.0,0.439 GLOBAL EAGLE ENTMT INC,ENT,, ,37951D102,20559000.0,28981072.0,0.381 CARVANA CO,CVNA,cl a, ,146869102,20031000.0,345000.0,0.372 BONANZA CREEK ENERGY INC,BCEI,,Sell,097793400,19367000.0,853568.0,0.359 TEMPUR SEALY INTL INC,TPX,,Sell,88023U101,18160000.0,314900.0,0.337 PENNYMAC FINL SVCS INC,PFSI,,Buy,70932M107,16820000.0,756300.0,0.312 CIGNA CORP NEW,CI,, ,125523100,11257000.0,70000.0,0.209 WEBSTER FINL CORP CONN,WBS,, ,947890109,10646000.0,210100.0,0.198 STARS GROUP INC,TSG,,Sell,85570W100,9702000.0,554100.0,0.18 LENDINGTREE INC NEW,TREE,, ,52603B107,9281000.0,26400.0,0.172 CONTROLADORA VUELA CIA DE AV,VLRS,spon adr rp 10,Buy,21240E105,8875000.0,1041608.0,0.165 SEMGROUP CORP,SEMG,cl a,Sell,81663A105,8222000.0,557779.0,0.153 SELECT MED HLDGS CORP,SEM,, ,81619Q105,7999000.0,567708.0,0.148 AVIS BUDGET GROUP INC,CAR,, ,053774105,7844000.0,225000.0,0.146 AMERISOURCEBERGEN CORP,ABC,,Buy,03073E105,5964000.0,75000.0,0.111 GREENSKY INC,GSKY,cl a,New,39572G100,5823000.0,450000.0,0.108 ANTHEM INC,ANTM,,Sell,036752103,5740000.0,20000.0,0.107 MAKEMYTRIP LIMITED MAURITIUS,MMYT,, ,V5633W109,2793000.0,101200.0,0.052 DESPEGAR COM CORP,DESP,, ,G27358103,2735000.0,183526.0,0.051 EVERQUOTE INC,EVER,, ,30041R108,1832000.0,246300.0,0.034 DOVER MOTORSPORTS INC,DVD,,Sell,260174107,1192000.0,590000.0,0.022 ZIX CORP,ZIXI,,New,98974P100,495000.0,71900.0,0.009 FLEX LTD,FLEX,ord,New,Y2573F102,99000.0,9910.0,0.002 MELCO RESORT ENTERTAINMENT L,MLCO,adr,Exit,585464100,0.0,-50000.0,-0.015 SOUTHWESTERN ENERGY CO,SWN,,Exit,845467109,0.0,-599800.0,-0.034 EXTENDED STAY AMER INC,STAY,unit 99/99/9999b,Exit,30224P200,0.0,-159500.0,-0.041 DOVER DOWNS GAMING & ENTMT I,DDE,,Exit,260095104,0.0,-915000.0,-0.042 TUESDAY MORNING CORP,TUESQ,,Exit,899035505,0.0,-3614118.0,-0.103 CAESARS ENTMT CORP,,note 5.000%10/0,Exit,127686AA1,0.0,-5933044.0,-0.121 STAMPS COM INC,STMP,,Exit,852857200,0.0,-65717.0,-0.171 MGM RESORTS INTERNATIONAL,MGM,,Exit,552953101,0.0,-600000.0,-0.243 WYNN RESORTS LTD,WYNN,,Exit,983134107,0.0,-155000.0,-0.256 GAMING & LEISURE PPTYS INC,GLPI,,Exit,36467J108,0.0,-1006600.0,-0.544 ISHARES TR,IVV,core s&p500 etf,Exit,464287200,0.0,-151000.0,-0.635 WILLIAMS COS INC DEL,WMB,,Exit,969457100,0.0,-1757798.0,-0.648 CONNS INC,CONN,,Exit,208242107,0.0,-2967920.0,-0.936 ADVANCED DRAIN SYS INC DEL,WMS,,Exit,00790R104,0.0,-2737000.0,-1.11 OWENS CORNING NEW,OC,,Exit,690742101,0.0,-1602144.0,-1.178 SOUTHWEST AIRLS CO,LUV,,Exit,844741108,0.0,-4867800.0,-3.783