Q4 2018 Holdings
Filed 2019-02-19 | 11 holdings | $88.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| R1 RCM Inc. | Common | 749397105 | $24.7K | 3,109,051 | 28.0% |
| Genworth Financial Inc.(GNW) | Common | 37247D106 | $10.2K | 2,189,931 | 11.6% |
| Tivo Corp | Common | 88870P106 | $10.1K | 1,073,486 | 11.5% |
| Nielson Holdings PLC | Common | G6518L108 | $9.0K | 384,500 | 10.2% |
| EW Scripps Co.(SSP) | Common | 811054402 | $8.9K | 566,341 | 10.1% |
| Papa Johns Int'l Inc(PZZA) | Common | 698813102 | $7.5K | 189,200 | 8.5% |
| Bunge Limited(BG) | Common | G16962105 | $6.9K | 129,000 | 7.8% |
| Nlsn Feb 9 28Call | Common | G6518L108 | $5.0K | 216,400 | 5.7% |
| Zayo Group Holdings | Common | 98919V105 | $4.2K | 182,500 | 4.7% |
| Jack in the BOX(JACK) | Common | 466367109 | $1.4K | 17,500 | 1.5% |
| Tivo Jan 9 15Call | Common | 88870P106 | $282 | 30,000 | 0.3% |