Q2 2017 Holdings
Filed 2017-08-08 | 13 holdings | $158.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Travelport Worldwide Ltd. | COM | G9019D104 | $23.9K | 1,739,700 | 15.1% |
| Web Com Group Inc. | COM | 94733A104 | $23.9K | 944,000 | 15.0% |
| McKesson Corp.(MCK) | COM | 58155Q103 | $22.7K | 137,800 | 14.3% |
| Office Depot Inc. | COM | 676220106 | $21.3K | 3,774,000 | 13.4% |
| Spirit Aerosystems Hldgs Inc.(S9Q) | COM | 848574109 | $18.3K | 315,000 | 11.5% |
| Skechers USA Inc.(SKAA) | COM | 830566105 | $15.3K | 519,700 | 9.6% |
| Wells Fargo & Co.(WFC) | COM | 949746101 | $11.2K | 201,400 | 7.0% |
| Kohls Corp.(KSS) | COM | 500255104 | $5.1K | 132,400 | 3.2% |
| Foot Locker Inc.(WOO) | COM | 344849104 | $5.1K | 103,300 | 3.2% |
| Lendingtree Inc.(TREE) | COM | 52603B107 | $4.6K | 27,000 | 2.9% |
| Dillards, Inc.(DDS) | COM | 254067101 | $4.6K | 79,000 | 2.9% |
| Best Buy Inc.(BBY) | COM | 086516101 | $1.9K | 34,000 | 1.2% |
| J2 Global Inc.(ZD) | COM | 48123V102 | $1.0K | 12,000 | 0.6% |