North Fourth Asset Management, LP Buys McDonald's Corp, VICI Properties Inc, Tempur Sealy International Inc, Sells Performance Food Group Co, Hanesbrands Inc, Caesars Entertainment Corp

• New Purchases: MCD, TPX, PLAN, MAS, TRWH, MELI, ZG, LK, VFC, PZZA, SBH, OC, UPS, RCL,
• Added Positions: VICI, LULU, ERI, DHI, GLPI,
• Reduced Positions: VG,
• Sold Out: PFGC, HBI, CZR, AAP, FL, VMC, FISV, RRR, FIS, OSTK, FB, AZO, EAT, EL, LVS, WWE, DFRG, NFLX, ANGI, OLLI, WDC, PSA, LW, RL, FIVE, JILL,

For the details of North Fourth Asset Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/north+fourth+asset+management%2C+lp/current-portfolio/portfolioportfolio

1. Amazon.com Inc (AMZN) - 67,500 shares, 22.69% of the total portfolio.
2. SPDR S&P 500 ETF Trust (SPY) - 250,000 shares, 13.00% of the total portfolio.
3. Netflix Inc (NFLX) - 70,000 shares, 4.56% of the total portfolio.
4. VICI Properties Inc (VICI) - 1,099,238 shares, 4.30% of the total portfolio. Shares added by 168.38%
5. Eldorado Resorts Inc (ERI) - 496,489 shares, 4.06% of the total portfolio. Shares added by 38.16%

North Fourth Asset Management, LP initiated holding in McDonald's Corp. The purchase prices were between $188.35 and $207.66, with an estimated average price of $198.03. The stock is now traded at around $219.59. The impact to a portfolio due to this purchase was 2.89%. The holding were 78,317 shares as of .

North Fourth Asset Management, LP initiated holding in Tempur Sealy International Inc. The purchase prices were between $57.64 and $74.48, with an estimated average price of $64.46. The stock is now traded at around $79.39. The impact to a portfolio due to this purchase was 2.46%. The holding were 188,774 shares as of .

North Fourth Asset Management, LP initiated holding in Anaplan Inc. The purchase prices were between $35.07 and $51.35, with an estimated average price of $41.18. The stock is now traded at around $57.02. The impact to a portfolio due to this purchase was 1.95%. The holding were 218,028 shares as of .

North Fourth Asset Management, LP initiated holding in Masco Corp. The purchase prices were between $34.92 and $40.85, with an estimated average price of $38.56. The stock is now traded at around $39.09. The impact to a portfolio due to this purchase was 0.99%. The holding were 141,895 shares as of .

North Fourth Asset Management, LP initiated holding in Twin River Worldwide Holdings Inc. The purchase prices were between $28.92 and $33.4, with an estimated average price of $31.19. The stock is now traded at around $23.71. The impact to a portfolio due to this purchase was 0.9%. The holding were 171,369 shares as of .

North Fourth Asset Management, LP initiated holding in MercadoLibre Inc. The purchase prices were between $482.35 and $641.39, with an estimated average price of $556.12. The stock is now traded at around $684.53. The impact to a portfolio due to this purchase was 0.78%. The holding were 7,200 shares as of .

North Fourth Asset Management, LP added to a holding in VICI Properties Inc by 168.38%. The purchase prices were between $21.58 and $23.01, with an estimated average price of $22.33. The stock is now traded at around $21.04. The impact to a portfolio due to this purchase was 2.7%. The holding were 1,099,238 shares as of .

North Fourth Asset Management, LP added to a holding in Lululemon Athletica Inc by 327.27%. The purchase prices were between $161.59 and $188.03, with an estimated average price of $173.65. The stock is now traded at around $182.22. The impact to a portfolio due to this purchase was 1.15%. The holding were 47,000 shares as of .

North Fourth Asset Management, LP added to a holding in Eldorado Resorts Inc by 38.16%. The purchase prices were between $43.81 and $53.27, with an estimated average price of $49.02. The stock is now traded at around $40.78. The impact to a portfolio due to this purchase was 1.12%. The holding were 496,489 shares as of .

North Fourth Asset Management, LP added to a holding in D.R. Horton Inc by 36.72%. The purchase prices were between $41.7 and $46.67, with an estimated average price of $44.31. The stock is now traded at around $47.51. The impact to a portfolio due to this purchase was 0.57%. The holding were 278,192 shares as of .

North Fourth Asset Management, LP added to a holding in Gaming and Leisure Properties Inc by 24.65%. The purchase prices were between $38.44 and $40.73, with an estimated average price of $39.63. The stock is now traded at around $37.48. The impact to a portfolio due to this purchase was 0.45%. The holding were 330,066 shares as of .

North Fourth Asset Management, LP sold out a holding in Performance Food Group Co. The sale prices were between $38.7 and $41.2, with an estimated average price of $40.07.

North Fourth Asset Management, LP sold out a holding in Hanesbrands Inc. The sale prices were between $14.85 and $18.96, with an estimated average price of $17.23.

North Fourth Asset Management, LP sold out a holding in Caesars Entertainment Corp. The sale prices were between $8.61 and $11.82, with an estimated average price of $9.47.

North Fourth Asset Management, LP sold out a holding in Advance Auto Parts Inc. The sale prices were between $149.93 and $181.43, with an estimated average price of $162.51.

North Fourth Asset Management, LP sold out a holding in Foot Locker Inc. The sale prices were between $39.35 and $64.45, with an estimated average price of $52.04.

North Fourth Asset Management, LP sold out a holding in Vulcan Materials Co. The sale prices were between $119.2 and $137.31, with an estimated average price of $127.54.