Q2 2017 Holdings
Filed 2017-08-14 | 13 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr S&P 500 ETF TR(SPY)Put | TR UNIT | 78462F103 | $326.4K | 1,350,000 | 27.3% |
| Spirit Rlty Cap Inc New | COM | 84860W102 | $185.3K | 25,000,000 | 15.5% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $178.2K | 8,325,000 | 14.9% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $156.3K | 4,750,000 | 13.1% |
| Pinnacle Entmt Inc New | COM | 72348Y105 | $108.7K | 5,500,000 | 9.1% |
| Travelport Worldwide LTD | SHS | G9019D104 | $50.9K | 3,700,000 | 4.3% |
| Town Sports Intl Hldgs Inc | COM | 89214A102 | $40.0K | 8,500,000 | 3.3% |
| Inspired Entmt Inc(INSE) | COM | 45782N108 | $32.6K | 2,506,500 | 2.7% |
| Ally Finl Inc(ALLY)Call | COM | 02005N100 | $31.4K | 1,500,000 | 2.6% |
| Kroger Co(KR) | COM | 501044101 | $29.2K | 1,250,000 | 2.4% |
| Kroger Co(KR)Call | COM | 501044101 | $23.3K | 1,000,000 | 2.0% |
| New York Times Co(NYT) | CL A | 650111107 | $22.1K | 1,250,000 | 1.9% |
| Frontier Communications Corp | COM | 35906A108 | $9.6K | 8,250,000 | 0.8% |