Q3 2019 Holdings
Filed 2019-11-14 | 13 holdings | $36.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Penn National Gaming Inc(PENN) | COM | 707569109 | $6.6K | 353,168 | 18.1% |
| Churchill Downs Incorporated(CHDN) | COM | 171484108 | $6.1K | 49,301 | 16.8% |
| Golden Entertainment Inc(GDEN) | COM | 381013101 | $4.9K | 369,631 | 13.5% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $4.7K | 116,712 | 12.8% |
| Penn National Gaming Inc(PENN)Call | COM | 707569109 | $3.2K | 171,700 | 8.8% |
| BED Bath & Beyond Inc(BBBYEUR)Put | COM | 075896100 | $3.2K | 3,000 | 8.8% |
| TPG Pace Holdings Corp | CLASS A | G89827128 | $2.2K | 209,940 | 5.9% |
| Urban Outfitters Inc(URBN) | COM | 917047102 | $2.0K | 71,002 | 5.5% |
| Vici Properties Inc(VICI) | COM | 925652109 | $1.7K | 75,000 | 4.7% |
| Eldorado Resorts Inc(ERIEUR)Call | COM | 28470R102 | $901 | 22,600 | 2.5% |
| Full House Resorts(FLL) | COM | 359678109 | $601 | 278,094 | 1.7% |
| Zovio Inc(ZVOI) | COM | 98979V102 | $315 | 160,075 | 0.9% |
| Caleres Inc(CAL) | COM | 129500104 | $23 | 1,000 | 0.1% |