Q1 2016 Holdings
Filed 2016-05-16 | 12 holdings | $543.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pinnacle Entmt Inc | COM | 723456109 | $166.7K | 4,750,000 | 30.7% |
| MGM Resorts International(MGM) | COM | 552953101 | $104.0K | 4,850,000 | 19.1% |
| Hilton Worldwide Hldgs Inc | COM | 43300A104 | $65.9K | 2,925,000 | 12.1% |
| Travelport Worldwide LTD | SHS | G9019D104 | $44.4K | 3,250,000 | 8.2% |
| Churchill Downs Inc(CHDN) | COM | 171484108 | $35.5K | 240,000 | 6.5% |
| New York Times Co(NYT) | CL A | 650111107 | $28.7K | 2,300,000 | 5.3% |
| Elong Inc | SPONSORED ADR | 290138205 | $26.3K | 1,500,000 | 4.8% |
| Felcor Lodging TR Inc | COM | 31430F101 | $24.4K | 3,000,000 | 4.5% |
| Northstar Asset Mgmt Group I | COM | 66705Y104 | $22.7K | 2,000,000 | 4.2% |
| Town Sports Intl Hldgs Inc | COM | 89214A102 | $13.3K | 4,650,000 | 2.5% |
| Infrareit Inc | COM | 45685L100 | $10.2K | 600,000 | 1.9% |
| Sunopta Inc(STKL) | COM | 8676EP108 | $1.8K | 400,000 | 0.3% |