Q3 2019 Holdings
Filed 2019-11-13 | 18 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $229.3K | 5,750,000 | 22.0% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $139.7K | 7,500,000 | 13.4% |
| Owens Corning New(OC) | COM | 690742101 | $126.4K | 2,000,000 | 12.1% |
| Norwegian Cruise Line Hldgs(NCLH) | SHS | G66721104 | $95.8K | 1,850,000 | 9.2% |
| Tivity Health Inc | COM | 88870R102 | $79.0K | 4,750,000 | 7.6% |
| Diamondrock Hospitality Co(DRH) | COM | 252784301 | $53.8K | 5,250,000 | 5.2% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $53.6K | 6,850,000 | 5.1% |
| Stars Group Inc | COM | 85570W100 | $52.4K | 3,500,000 | 5.0% |
| Pebblebrook Hotel TR(PEB) | COM | 70509V100 | $51.5K | 1,850,000 | 4.9% |
| Twin RIV Worldwide Hldgs Inc | COM | 90171V204 | $29.7K | 1,300,000 | 2.8% |
| Inspired Entmt Inc(INSE) | COM | 45782N108 | $27.0K | 3,750,000 | 2.6% |
| Leisure Acquisition Corp | COM | 52539T107 | $25.2K | 2,462,500 | 2.4% |
| New Media Invt Group Inc | COM | 64704V106 | $25.1K | 2,850,000 | 2.4% |
| Oaktree Acquisition Corp | UNIT 99/99/9999 | G67145121 | $17.3K | 1,700,000 | 1.7% |
| Town Sports Intl Hldgs Inc | COM | 89214A102 | $13.9K | 8,500,000 | 1.3% |
| Mobile Mini Inc | COM | 60740F105 | $11.1K | 300,000 | 1.1% |
| Leisure Acquisition Corp | UNIT 99/99/9999 | 52539T206 | $10.7K | 1,000,000 | 1.0% |
| Leisure Acquisition Corp | *W EXP 12/05/201 | 52539T115 | $2.6K | 3,412,500 | 0.2% |