Q4 2017 Holdings
Filed 2018-02-14 | 9 holdings | $228.7K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2018-05-02) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| New York Times Co(NYT) | CL A | 650111107 | $74.9K | 4,050,000 | 32.8% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $69.6K | 7,150,000 | 30.4% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $33.1K | 900,000 | 14.5% |
| Vale S A(VALE) | ADR | 91912E105 | $31.8K | 2,600,000 | 13.9% |
| Cleveland Cliffs Inc(CLF) | COM | 185899101 | $7.2K | 1,000,000 | 3.2% |
| BMC STK Hldgs Inc(BMCH) | COM | 05591B109 | $5.1K | 200,000 | 2.2% |
| Vaneck Vectors ETF TR(SMH)Put | SEMICONDUCTOR ET | 92189F676 | $4.9K | 50,000 | 2.1% |
| Mosaic Acquisition CorpA | UNIT 99/99/9999 | G62848117 | $2.0K | 200,000 | 0.9% |
| Mosaic Acquisition Corp | SHS CL A | G62848109 | $2.0K | 200,000 | 0.9% |
| Hc2 Hldgs Inc | COM | 404139107 | $60 | 10,000 | 0.0% |