Q2 2019 Holdings
Filed 2019-08-01 | 11 holdings | $76.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vistra Energy Corp(VST) | COM | 92840M102 | $13.1K | 580,000 | 17.2% |
| Constellium NV(CSTM) | CL A | N22035104 | $12.3K | 1,225,000 | 16.1% |
| Essent Group LTD(ESNT) | COM | G3198U102 | $10.1K | 215,000 | 13.2% |
| JBG Smith Properties(JBGS) | COM | 46590V100 | $9.8K | 250,000 | 12.9% |
| NMI Holdings Inc(NMIH) | CL A | 629209305 | $6.4K | 225,000 | 8.4% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $6.0K | 75,000 | 7.9% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $4.6K | 17,500 | 6.1% |
| Synopsys Inc(SNPS) | COM | 871607107 | $4.5K | 35,000 | 5.9% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $4.0K | 33,000 | 5.3% |
| PG&E Corp(PCG) | COM | 69331C108 | $3.0K | 130,000 | 3.9% |
| Palomar Holdings Inc(PLMR) | COM | 69753M105 | $2.4K | 100,000 | 3.2% |