Q1 2015 Holdings
Filed 2015-05-15 | 18 holdings | $801.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pinnacle Entmt Inc | COM | 723456109 | $180.5K | 5,000,000 | 22.5% |
| General Mtrs Co(GM)Call | COM | 37045V100 | $127.5K | 3,400,000 | 15.9% |
| Macys Inc(M) | COM | 55616P104 | $81.1K | 1,250,000 | 10.1% |
| Ashford Hospitality TR Inc | COM SHS | 044103109 | $48.1K | 5,000,000 | 6.0% |
| Macerich Co(MAC)Put | COM | 554382101 | $46.4K | 550,000 | 5.8% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $41.6K | 500,000 | 5.2% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $35.2K | 600,000 | 4.4% |
| Travelport Worldwide LTD | SHS | G9019D104 | $33.4K | 2,000,000 | 4.2% |
| Homeinns Hotel Group | SPONSORED ADR | 43742E102 | $29.6K | 1,250,000 | 3.7% |
| Qunar Cayman IS LTD | SPNS ADR CL B | 74906P104 | $28.9K | 700,000 | 3.6% |
| General Mtrs Co | *W EXP 12/31/201 | 37045V134 | $28.1K | 750,000 | 3.5% |
| LAS Vegas Sands Corp(LVS)Call | COM | 517834107 | $27.5K | 500,000 | 3.4% |
| Town Sports Intl Hldgs Inc | COM | 89214A102 | $26.4K | 3,875,000 | 3.3% |
| Ashford Inc(9YY) | COM | 044104107 | $23.0K | 193,500 | 2.9% |
| Melco Crown Entmt LTD(MLCO)Call | ADR | 585464100 | $20.4K | 950,000 | 2.5% |
| Forestar Group Inc | COM | 346233109 | $11.8K | 750,000 | 1.5% |
| China Lodging Group LTD | SPONSORED ADR | 16949N109 | $8.2K | 415,000 | 1.0% |
| Baltic Trading Limited | COM | Y0553W103 | $3.9K | 2,600,000 | 0.5% |