Q1 2014 Holdings
Filed 2014-05-15 | 12 holdings | $434.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pinnacle Entmt Inc | COM | 723456109 | $111.4K | 4,700,000 | 25.7% |
| American Rlty Cap Pptys Inc | COM | 02917T104 | $64.5K | 4,600,000 | 14.9% |
| Ashford Hospitality TR Inc | COM SHS | 044103109 | $62.0K | 5,500,000 | 14.3% |
| Ishares(IWM)Put | RUSSELL 2000 ETF | 464287655 | $58.2K | 500,000 | 13.4% |
| Northstar Rlty FIN Corp | COM | 66704R100 | $32.3K | 2,000,000 | 7.4% |
| Chatham Lodging TR(CLDT) | COM | 16208T102 | $26.5K | 1,310,000 | 6.1% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $18.1K | 250,000 | 4.2% |
| Sothebys | COM | 835898107 | $17.4K | 400,000 | 4.0% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $14.3K | 750,000 | 3.3% |
| YRC Worldwide Inc | COM PAR $.01 | 984249607 | $13.5K | 600,000 | 3.1% |
| Town Sports Intl Hldgs Inc | COM | 89214A102 | $10.2K | 1,200,000 | 2.3% |
| Orbitz Worldwide Inc | COM | 68557K109 | $5.9K | 750,000 | 1.4% |