Q1 2018 Holdings
Filed 2018-05-15 | 15 holdings | $402.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $42.6K | 695,000 | 10.6% |
| Tronox LTD | SHS CL A | Q9235V101 | $36.8K | 1,997,173 | 9.2% |
| Instructure Inc | COM | 45781U103 | $32.2K | 765,000 | 8.0% |
| WPX Energy Inc | COM | 98212B103 | $30.8K | 2,083,000 | 7.7% |
| Arch Coal Inc(ARCH1EUR) | CL A | 039380407 | $29.2K | 317,900 | 7.3% |
| Triumph Group Inc New(TG7) | COM | 896818101 | $28.1K | 1,115,000 | 7.0% |
| Laureate Education Inc(LAUR) | CL A | 518613203 | $27.1K | 1,970,000 | 6.7% |
| Albemarle Corp(ALB)Put | COM | 012653101 | $26.4K | 285,000 | 6.6% |
| Hertz Global Hldgs Inc | COM | 42806J106 | $25.8K | 1,300,000 | 6.4% |
| Natural Resource Partners L(NRP) | COM UNIT LTD PAR | 63900P608 | $25.2K | 877,210 | 6.3% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $24.9K | 1,250,000 | 6.2% |
| Pattern Energy Group Inc | CL A | 70338P100 | $22.2K | 1,284,900 | 5.5% |
| Blackhawk Network Hldgs Inc | COM | 09238E104 | $21.0K | 470,000 | 5.2% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $20.3K | 100,000 | 5.0% |
| Tahoe RES Inc | COM | 873868103 | $9.4K | 2,000,000 | 2.3% |