Q4 2018 Holdings
Filed 2019-02-14 | 24 holdings | $24.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Harbors Inc(CLH) | COM | 184496107 | $13.6M | 275,000 | 55.2% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $10.8M | 166,690 | 44.1% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $20.3K | 561,215 | 0.1% |
| Exxon Mobil Corp(XOM)Call | COM | 30231G102 | $17.0K | 250,000 | 0.1% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $16.4K | 134,900 | 0.1% |
| Mastec Inc(MTZ) | COM | 576323109 | $15.2K | 375,739 | 0.1% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $15.1K | 802,900 | 0.1% |
| Dave & Busters Entmt Inc(PLAY) | COM | 238337109 | $13.4K | 300,000 | 0.1% |
| Hersha Hospitality TR(HTEUR) | PR SHS BEN INT | 427825500 | $12.6K | 720,576 | 0.1% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $12.2K | 1,803,170 | 0.0% |
| Dycom Industries Inc(DY) | COM | 267475101 | $11.9K | 219,442 | 0.0% |
| Churchill Downs Inc(CHDN) | COM | 171484108 | $10.8K | 44,373 | 0.0% |
| Mcdermott Intl Inc | COM | 580037703 | $8.2K | 1,250,000 | 0.0% |
| Scientific Games Corp(LNWO) | COM | 80874P109 | $7.3K | 407,534 | 0.0% |
| Vici Pptys Inc(VICI) | COM | 925652109 | $7.3K | 387,851 | 0.0% |
| Golden Entmt Inc(GDEN) | COM | 381013101 | $5.0K | 313,574 | 0.0% |
| Carnival Corp(CCL)Call | UNIT 99/99/9999 | 143658300 | $4.9K | 100,000 | 0.0% |
| SIX Flags Entmt Corp New(SIXEUR)Call | COM | 83001A102 | $3.5K | 62,200 | 0.0% |
| Harsco Corp(NVRI) | COM | 415864107 | $3.3K | 165,602 | 0.0% |
| Mcdermott Intl IncCall | COM | 580037703 | $2.0K | 300,000 | 0.0% |
| Penn Natl Gaming Inc(PENN)Call | COM | 707569109 | $1.9K | 100,000 | 0.0% |
| Mattel Inc(MAT)Call | COM | 577081102 | $1.6K | 163,300 | 0.0% |
| Scientific Games Corp(LNWO)Call | COM | 80874P109 | $1.5K | 84,100 | 0.0% |
| Tuesday Morning Corp | COM NEW | 899035505 | $1.1K | 660,240 | 0.0% |