Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting MONARCH CASINO & RESORT INC,MCRI,,Buy,609027107,15017000.0,267500.0,47.246 HERSHA HOSPITALITY TR,HT,,Sell,427825500,8360000.0,1047632.0,26.302 LAS VEGAS SANDS CORP,LVS,,New,517834107,6324000.0,168553.0,19.896 BRAEMAR HOTELS & RESORTS INC,BHR,,Sell,10482B101,1519000.0,353182.0,4.779 ASHFORD HOSPITALITY TR INC,,,Sell,044103869,565000.0,83019.0,1.778 MASTERCRAFT BOAT HLDGS INC,MCFT,,Exit,57637H103,0.0,-65000.0,-2.991 PLAYAGS INC,AGS,,Exit,72814N104,0.0,-416075.0,-4.695 RLJ LODGING TR,RLJ,,Exit,74965L101,0.0,-235000.0,-5.668 CHATHAM LODGING TR,CLDT,,Exit,16208T102,0.0,-258321.0,-5.902 RED ROCK RESORTS INC,RRR,cl a,Exit,75700L108,0.0,-114165.0,-8.329 APPLE HOSPITALITY REIT INC,APLE,,Exit,03784Y200,0.0,-265000.0,-8.501