Q3 2017 Holdings
Filed 2017-11-14 | 10 holdings | $740.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $224.4K | 7,000,000 | 30.3% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $141.5K | 6,050,000 | 19.1% |
| Pinnacle Entmt Inc New | COM | 72348Y105 | $117.2K | 5,500,000 | 15.8% |
| Spirit Rlty Cap Inc New | COM | 84860W102 | $66.0K | 7,700,000 | 8.9% |
| Town Sports Intl Hldgs Inc | COM | 89214A102 | $59.5K | 8,500,000 | 8.0% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $43.0K | 1,250,000 | 5.8% |
| Inspired Entmt Inc(INSE) | COM | 45782N108 | $33.2K | 2,506,500 | 4.5% |
| Stars Group Inc | COM | 85570W100 | $25.6K | 1,250,000 | 3.5% |
| Kroger Co(KR)Call | COM | 501044101 | $20.1K | 1,000,000 | 2.7% |
| Frontier Communications Corp(FTREUR) | COM NEW | 35906A306 | $10.0K | 850,000 | 1.4% |