Q1 2018 Holdings
Filed 2018-05-15 | 11 holdings | $135.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Golar LNG LTD Bermuda(GLNG) | SHS | G9456A100 | $31.9K | 1,164,981 | 23.6% |
| GTT Communications Inc | COM | 362393100 | $26.6K | 469,248 | 19.7% |
| Videocon D2h LTD | ADR | 92657J101 | $18.3K | 2,228,706 | 13.5% |
| Navigator Holdings LTD(NVGS) | SHS | Y62132108 | $11.0K | 936,829 | 8.1% |
| Cedar Fair L P | DEPOSITRY UNIT | 150185106 | $10.3K | 160,478 | 7.6% |
| Alico Inc(ALCO) | COM | 016230104 | $9.5K | 347,992 | 7.0% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $9.0K | 225,100 | 6.7% |
| Triumph Bancorp Inc(TFIN) | COM | 89679E300 | $8.7K | 211,761 | 6.5% |
| Drive Shack Inc(DSEUR) | COM | 262077100 | $4.8K | 1,012,564 | 3.6% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $3.6K | 57,926 | 2.7% |
| Carrols Restaurant Group Inc(TASTUSD) | COM | 14574X104 | $1.6K | 145,087 | 1.2% |