Q3 2017 Holdings
Filed 2017-11-14 | 14 holdings | $285.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $31.1K | 450,000 | 10.9% |
| Tronox LTD | SHS CL A | Q9235V101 | $29.6K | 1,403,300 | 10.4% |
| Arch Coal Inc(ARCH1EUR) | CL A | 039380407 | $25.8K | 360,000 | 9.0% |
| Pattern Energy Group Inc | CL A | 70338P100 | $24.8K | 1,029,900 | 8.7% |
| WPX Energy Inc | COM | 98212B103 | $24.0K | 2,083,000 | 8.4% |
| Triumph Group Inc New(TG7) | COM | 896818101 | $23.8K | 800,000 | 8.3% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $23.7K | 370,000 | 8.3% |
| Blackhawk Network Hldgs Inc | COM | 09238E104 | $20.6K | 470,000 | 7.2% |
| Instructure Inc | COM | 45781U103 | $19.6K | 590,000 | 6.8% |
| Natural Resource Partners L(NRP) | COM UNIT LTD PAR | 63900P608 | $17.0K | 686,110 | 5.9% |
| Albemarle Corp(ALB)Put | COM | 012653101 | $15.3K | 112,100 | 5.3% |
| Liberty Tripadvisor Hldgs in | COM SER A | 531465102 | $13.6K | 1,100,000 | 4.8% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $12.8K | 800,000 | 4.5% |
| Comstock RES Inc(CRK) | COM | 205768302 | $4.3K | 704,101 | 1.5% |