Q1 2019 Holdings
Filed 2019-05-15 | 16 holdings | $32.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Callaway Golf Co(CALY) | COM | 131193104 | $16.2M | 1,017,778 | 49.7% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $11.8M | 130,335 | 36.2% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $4.5M | 28,580 | 13.7% |
| Tesla Inc(TSLA)Put | COM | 88160R101 | $35.0K | 125,000 | 0.1% |
| Churchill Downs Inc(CHDN) | COM | 171484108 | $13.2K | 146,000 | 0.0% |
| Regis Corp Minn | COM | 758932107 | $12.5K | 634,259 | 0.0% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $12.0K | 1,379,107 | 0.0% |
| Smith A O Corp(AOS) | COM | 831865209 | $11.1K | 208,700 | 0.0% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $9.2K | 197,740 | 0.0% |
| Eldorado Resorts Inc(ERIEUR)Call | COM | 28470R102 | $8.7K | 185,900 | 0.0% |
| Golden Entmt Inc(GDEN) | COM | 381013101 | $7.5K | 526,978 | 0.0% |
| Best BUY Inc(BBY) | COM | 086516101 | $7.1K | 100,000 | 0.0% |
| Toll Brothers Inc(TOL) | COM | 889478103 | $3.6K | 100,000 | 0.0% |
| Tuesday Morning Corp | COM NEW | 899035505 | $1.6K | 763,383 | 0.0% |
| Ethan Allen Interiors Inc(ETD) | COM | 297602104 | $1.4K | 75,000 | 0.0% |
| Scientific Games Corp(LNWO) | COM | 80874P109 | $1.2K | 60,828 | 0.0% |