Q4 2018 Holdings
Filed 2019-02-14 | 11 holdings | $282.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| F M C Corp(FMC) | COM NEW | 302491303 | $47.7K | 644,541 | 16.9% |
| Laureate Education Inc(LAUR) | CL A | 518613203 | $37.6K | 2,470,000 | 13.3% |
| Arch Coal Inc(ARCH1EUR) | CL A | 039380407 | $34.7K | 417,900 | 12.3% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $31.2K | 695,200 | 11.0% |
| Tronox LTD | SHS CL A | Q9235V101 | $27.9K | 3,586,873 | 9.9% |
| Triumph Group Inc New(TG7) | COM | 896818101 | $27.4K | 2,382,314 | 9.7% |
| WPX Energy Inc | COM | 98212B103 | $25.5K | 2,250,000 | 9.0% |
| Talend S A | ADS | 874224207 | $20.4K | 550,000 | 7.2% |
| Hertz Global Hldgs Inc | COM | 42806J106 | $12.3K | 900,000 | 4.3% |
| Sonos Inc(SONO) | COM | 83570H108 | $10.8K | 1,100,000 | 3.8% |
| LSB Inds Inc(LXU) | COM | 502160104 | $7.0K | 1,266,411 | 2.5% |