Q2 2019 Holdings
Filed 2019-08-12 | 11 holdings | $9.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $9.2M | 545,000 | 99.1% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $12.6K | 125,000 | 0.1% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $12.3K | 230,000 | 0.1% |
| Sunrun Inc(RUN) | COM | 86771W105 | $11.8K | 630,000 | 0.1% |
| Viasat Inc(VSAT) | COM | 92552V100 | $11.3K | 140,000 | 0.1% |
| Gray Television Inc(GTN) | COM | 389375106 | $9.5K | 580,000 | 0.1% |
| Tronox Holdings PLC(TROX) | SHS | G9087Q102 | $8.6K | 675,000 | 0.1% |
| Meritor Inc(MTOR) | COM | 59001K100 | $6.3K | 260,000 | 0.1% |
| BMC STK Hldgs Inc(BMCH) | COM | 05591B109 | $5.9K | 280,000 | 0.1% |
| Dorian LPG LTD(LPG) | SHS USD | Y2106R110 | $3.7K | 410,000 | 0.0% |
| Vivint Solar Inc(VSLR) | COM | 92854Q106 | $3.7K | 500,000 | 0.0% |