Instuitional Investor - Scp Investment, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Rh	RH	75,000	$29,519,250	22.55%
2.	Caesars Entertainment Inc.	CZR	615,000	$20,553,300	15.7%
3.	Alphabet Inc.	GOOGL	87,500	$16,563,750	12.65%
4.	Gogo Inc.	GOGO	1,450,000	$11,730,500	8.96%
5.	Lineage Inc.	LINE	180,000	$10,542,600	8.05%