Q2 2018 Holdings
Filed 2018-08-14 | 32 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Skyline Champion Corporation(SKY) | COM | 830830105 | $488.2K | 13,933,292 | 34.3% |
| American Renal Associates HO(ARAUSD) | COM | 029227105 | $277.8K | 17,615,836 | 19.5% |
| Vistra Energy Corp(VST) | COM | 92840M102 | $234.0K | 9,891,044 | 16.4% |
| Genco Shipping & Trading LTD(GNK) | SHS | Y2685T131 | $162.5K | 10,486,622 | 11.4% |
| Atlantica Yield PLC(ALDA) | SHS | G0751N103 | $75.7K | 3,750,454 | 5.3% |
| Rowan Companies PLC | SHS CL A | G7665A101 | $60.2K | 3,710,000 | 4.2% |
| Vici Pptys Inc(VICI) | COM | 925652109 | $49.2K | 2,383,497 | 3.5% |
| Midstates Pete Co Inc | COM PAR | 59804T407 | $26.4K | 1,940,945 | 1.9% |
| PG&E Corp(PCG)Put | COM | 69331C108 | $21.3K | 500,000 | 1.5% |
| Brixmor Ppty Group Inc(BRX) | COM | 11120U105 | $19.7K | 1,133,000 | 1.4% |
| Wmih Corp | COM | 92936P100 | $4.2K | 3,118,654 | 0.3% |
| Ditech Hldg Corp | COM | 25501G105 | $1.2K | 221,136 | 0.1% |
| Gastar Expl Inc New(GSTEUR) | COM | 36729W202 | $978 | 1,745,917 | 0.1% |
| Hornbeck Offshore Svcs Inc N | COM | 440543106 | $911 | 230,000 | 0.1% |
| Genworth Finl Inc(GNW)Put | COM CL A | 37247D106 | $344 | 76,500 | 0.0% |
| OI S A | SPONSORED ADR NE | 670851500 | $160 | 36,300 | 0.0% |