Q3 2020 Holdings
Filed 2020-11-13 | 15 holdings | $8.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Caesars Entertainment Inc(CZR) | COM | 12769G100 | $8.4M | 150,000 | 99.4% |
| Caesars Entertainment Inc(CZR)Call | COM | 12769G100 | $16.1K | 287,500 | 0.2% |
| Twin RIV Worldwide Hldgs Inc | COM | 90171V204 | $4.7K | 180,275 | 0.1% |
| Vici Pptys Inc(VICI) | COM | 925652109 | $4.7K | 200,000 | 0.1% |
| Golden Entmt Inc(GDEN) | COM | 381013101 | $4.3K | 310,232 | 0.1% |
| Landcadia Hldgs II Inc | CL A | 51476X105 | $3.7K | 258,606 | 0.0% |
| Monarch Casino & Resort Inc(MCRI) | COM | 609027107 | $3.6K | 80,000 | 0.0% |
| DMY Technology Group Inc | COM | 233253103 | $3.4K | 264,884 | 0.0% |
| Hersha Hospitality TR(HTEUR) | PR SHS BEN INT | 427825500 | $3.3K | 590,000 | 0.0% |
| MGM Growth Pptys LLC(MGP) | CL A COM | 55303A105 | $2.1K | 75,000 | 0.0% |
| Gaming & Leisure Pptys Inc(GLPI) | COM | 36467J108 | $1.5K | 41,124 | 0.0% |
| Liberty Media Corp(BATRAUSD) | COM A BRAVES GRP | 531229706 | $1.3K | 63,803 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $976 | 10,000 | 0.0% |
| DMY Technology Group IncCall | WTS | 233253111 | $915 | 300,000 | 0.0% |
| Full HSE Resorts Inc(FLL) | COM | 359678109 | $105 | 54,085 | 0.0% |