Q1 2019 Holdings
Filed 2019-05-14 | 22 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $282.4K | 32,500,000 | 20.8% |
| Norwegian Cruise Line Hldgs(NCLH) | SHS | G66721104 | $142.9K | 2,600,000 | 10.5% |
| Stars Group Inc | COM | 85570W100 | $131.3K | 7,500,000 | 9.7% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $116.6K | 5,800,000 | 8.6% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $102.6K | 2,000,000 | 7.6% |
| Diamondrock Hospitality Co(DRH) | COM | 252784301 | $83.9K | 7,750,000 | 6.2% |
| Wyndham Hotels & Resorts Inc(WH) | COM | 98311A105 | $80.0K | 1,600,000 | 5.9% |
| Twin RIV Worldwide Hldgs Inc | COM | 90171V204 | $66.5K | 2,220,883 | 4.9% |
| International Game Technolog(BRSL) | SHS USD | G4863A108 | $55.2K | 4,250,000 | 4.1% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $48.8K | 1,200,000 | 3.6% |
| MGM Resorts International(MGM) | COM | 552953101 | $46.2K | 1,800,000 | 3.4% |
| Vici Pptys Inc(VICI) | COM | 925652109 | $40.5K | 1,850,000 | 3.0% |
| Town Sports Intl Hldgs Inc | COM | 89214A102 | $40.5K | 8,500,000 | 3.0% |
| Inspired Entmt Inc(INSE) | COM | 45782N108 | $25.0K | 3,750,000 | 1.8% |
| Leisure Acquisition Corp | COM | 52539T107 | $24.7K | 2,462,500 | 1.8% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $19.8K | 2,600,000 | 1.5% |
| GNC Hldgs Inc | NOTE 1.500% 8/1 | 36191GAB3 | $13.7K | 17,150,000 | 1.0% |
| Leisure Acquisition Corp | UNIT 99/99/9999 | 52539T206 | $10.3K | 1,000,000 | 0.8% |
| Knowles Corp(KN) | COM | 49926D109 | $8.8K | 500,000 | 0.6% |
| Tivity Health Inc | COM | 88870R102 | $8.8K | 500,000 | 0.6% |
| Gannett Co Inc(GCI1EUR) | COM | 36473H104 | $7.4K | 700,000 | 0.5% |
| Leisure Acquisition Corp | *W EXP 12/05/201 | 52539T115 | $1.8K | 3,412,500 | 0.1% |