Q1 2019 Holdings
Filed 2019-05-15 | 13 holdings | $340.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tronox Holdings PLC(TROX) | SHS | G9087Q102 | $54.7K | 4,161,873 | 16.1% |
| F M C Corp(FMC) | COM NEW | 302491303 | $49.5K | 644,541 | 14.5% |
| Laureate Education Inc(LAUR) | CL A | 518613203 | $37.4K | 2,495,000 | 11.0% |
| Triumph Group Inc New(TG7) | COM | 896818101 | $32.5K | 1,705,977 | 9.5% |
| Talend S A | ADS | 874224207 | $32.3K | 637,911 | 9.5% |
| Arch Coal Inc(ARCH1EUR) | CL A | 039380407 | $30.8K | 337,900 | 9.1% |
| WPX Energy Inc | COM | 98212B103 | $29.5K | 2,250,000 | 8.7% |
| Lennar Corp(LEN) | CL A | 526057104 | $27.0K | 550,000 | 7.9% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $16.3K | 327,600 | 4.8% |
| Avis Budget Group Inc(CAR) | COM | 053774105 | $10.5K | 300,000 | 3.1% |
| Hertz Global Hldgs Inc | COM | 42806J106 | $8.7K | 500,000 | 2.5% |
| LSB Inds Inc(LXU) | COM | 502160104 | $6.0K | 954,500 | 1.7% |
| Western Digital Corp(WDC) | COM | 958102105 | $5.5K | 115,000 | 1.6% |