Q4 2019 Holdings
Filed 2020-02-14 | 17 holdings | $85.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| R1 RCM Inc | COMMON | 749397105 | $17.2K | 1,327,623 | 20.2% |
| Genworth Finl Inc(GNW) | COMMON | 37247D106 | $10.5K | 2,388,769 | 12.3% |
| Papa Johns Intl Inc(PZZA) | COMMON | 698813102 | $7.9K | 125,000 | 9.2% |
| Scripps EW(SSP) | COMMON | 811054402 | $7.6K | 483,000 | 8.9% |
| Uniti Group Inc | COMMON | 91325V108 | $7.0K | 855,000 | 8.2% |
| Tivo Corp | COMMON | 88870P106 | $5.6K | 660,000 | 6.6% |
| Neophotonics Corp | COMMON | 64051T100 | $5.2K | 584,491 | 6.0% |
| Bunge Limited(BG) | COMMON | G16962105 | $4.8K | 83,260 | 5.6% |
| Wright MED Group N V | COMMON | N96617118 | $4.6K | 150,000 | 5.4% |
| Avaya Holdgs Corp(AVYAUSD) | COMMON | 05351X101 | $4.1K | 303,000 | 4.8% |
| PG&E Corp(PCG) | COMMON | 69331C108 | $3.8K | 352,500 | 4.5% |
| Seaworld Entmt Inc(PRKS) | COMMON | 81282V100 | $3.2K | 100,000 | 3.7% |
| Expedia Group Inc(EXPE) | COMMON | 30212P303 | $1.6K | 14,620 | 1.9% |
| AIR Lease Corp(AL) | CLASS A | 00912X302 | $1.1K | 24,000 | 1.3% |
| Intelsat S A | COMMON | L5140P101 | $794 | 113,000 | 0.9% |
| Quorum Health Corp | COMMON | 74909E106 | $304 | 317,907 | 0.4% |
| Lyondellbasell IND(LYB) | A SHARES | N53745100 | $72 | 765 | 0.1% |