Q1 2017 Holdings
Filed 2017-05-12 | 16 holdings | $58.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Green Brick Partners Inc(GRBK) | COM | 392709101 | $8.8K | 885,022 | 15.0% |
| J Alexanders Hldgs Inc | COM | 46609J106 | $7.5K | 749,995 | 12.9% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $6.0K | 328,051 | 10.3% |
| RED Rock Resorts Inc(RRR) | CL A | 75700L108 | $5.7K | 255,731 | 9.7% |
| Gaming & Leisure Pptys Inc(GLPI) | COM | 36467J108 | $5.3K | 158,254 | 9.0% |
| Supervalu Inc | COM | 868536103 | $4.1K | 1,054,644 | 7.0% |
| Bravo Brio Restaurant Group | COM | 10567B109 | $4.0K | 786,235 | 6.9% |
| MGM Growth Pptys LLC(MGP) | CL A COM | 55303A105 | $3.5K | 128,779 | 6.0% |
| RED Robin Gourmet Burgers in(RRGB) | COM | 75689M101 | $3.4K | 58,289 | 5.8% |
| Barnes & Noble ED Inc(BNEDUSD) | COM | 06777U101 | $2.7K | 281,041 | 4.6% |
| Liberty Media Corp Delaware(BATRKUSD) | COM C BRAVES GRP | 531229888 | $2.1K | 90,662 | 3.7% |
| Black Knight Finl Svcs Inc | CL A | 09214X100 | $2.1K | 55,318 | 3.6% |
| Kona Grill Inc | COM | 50047H201 | $1.4K | 215,840 | 2.3% |
| Seaworld Entmt Inc(PRKS) | COM | 81282V100 | $929 | 50,866 | 1.6% |
| Roadrunner Trnsn Svcs Hldg I | COM | 76973Q105 | $611 | 88,942 | 1.0% |
| Global Eagle Entmt Inc | COM | 37951D102 | $356 | 111,745 | 0.6% |