Q4 2017 Holdings
Filed 2018-02-14 | 15 holdings | $300.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $34.5K | 465,000 | 11.5% |
| Arch Coal Inc(ARCH1EUR) | CL A | 039380407 | $31.5K | 337,900 | 10.5% |
| Tronox LTD | SHS CL A | Q9235V101 | $29.4K | 1,434,900 | 9.8% |
| Pattern Energy Group Inc | CL A | 70338P100 | $27.6K | 1,284,900 | 9.2% |
| WPX Energy Inc | COM | 98212B103 | $27.2K | 1,933,000 | 9.0% |
| Triumph Group Inc New(TG7) | COM | 896818101 | $26.1K | 960,000 | 8.7% |
| Natural Resource Partners L(NRP) | COM UNIT LTD PAR | 63900P608 | $21.5K | 827,710 | 7.2% |
| Instructure Inc | COM | 45781U103 | $21.2K | 640,000 | 7.0% |
| Blackhawk Network Hldgs Inc | COM | 09238E104 | $20.7K | 580,000 | 6.9% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $19.2K | 100,000 | 6.4% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $17.4K | 1,100,000 | 5.8% |
| Laureate Education Inc(LAUR) | CL A | 518613203 | $14.9K | 1,100,000 | 5.0% |
| Venator Matls PLC | SHS | G9329Z100 | $4.9K | 221,000 | 1.6% |
| Casa SYS Inc(CASA1EUR) | COM | 14713L102 | $4.4K | 250,000 | 1.5% |
| S&W Seed Co | COM | 785135104 | $321 | 82,200 | 0.1% |