Q1 2020 Holdings
Filed 2020-05-15 | 14 holdings | $46.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Genworth Finl Inc(GNW) | COMMON | 37247D106 | $9.8K | 2,950,000 | 21.1% |
| R1 RCM Inc | COMMON | 749397105 | $8.9K | 976,096 | 19.1% |
| Macquarie Infrasture | COMMON | 55608B105 | $6.9K | 272,400 | 14.8% |
| Scripps EW(SSP) | COMMON | 811054402 | $3.6K | 483,000 | 7.8% |
| Fitbit Inc(FITEUR) | CLASS A | 33812L102 | $2.9K | 430,000 | 6.2% |
| Tegna Inc(TGNA) | COMMON | 87901J105 | $2.8K | 254,062 | 5.9% |
| Neophotonics Corp | COMMON | 64051T100 | $2.7K | 369,000 | 5.8% |
| Wright MED Group N V | COMMON | N96617118 | $2.5K | 87,000 | 5.4% |
| Taubman Cntr(TCO) | COMMON | 876664103 | $2.4K | 57,000 | 5.1% |
| Expedia Group Inc(EXPE) | COMMON | 30212P303 | $1.5K | 27,000 | 3.3% |
| Craft Brew Alliance | COMMON | 224122101 | $1.0K | 68,083 | 2.2% |
| Navistar International(NAV) | COMMON | 63934E108 | $775 | 47,000 | 1.7% |
| Caesars Entmt Corp(CZREUR) | COMMON | 127686103 | $744 | 110,000 | 1.6% |
| Lyondellbasell IND(LYB) | A SHARES | N53745100 | $38 | 765 | 0.1% |