Q4 2019 Holdings
Filed 2020-02-13 | 19 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $149.1K | 2,500,000 | 14.0% |
| Expedia Group Inc(EXPE) | COM | 30212P303 | $135.2K | 1,250,000 | 12.7% |
| Tegna Inc(TGNA) | COM | 87901J105 | $97.6K | 5,850,000 | 9.2% |
| Tivity Health Inc | COM | 88870R102 | $96.6K | 4,750,000 | 9.1% |
| Pebblebrook Hotel TR(PEB) | COM | 70509V100 | $75.1K | 2,800,000 | 7.0% |
| MGM Resorts International(MGM) | COM | 552953101 | $66.5K | 2,000,000 | 6.2% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $61.7K | 7,350,000 | 5.8% |
| Lions Gate Entmnt Corp(LGFEUR) | CL A VTG | 535919401 | $58.6K | 5,500,000 | 5.5% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $51.1K | 2,000,000 | 4.8% |
| Norwegian Cruise Line Hldgs(NCLH) | SHS | G66721104 | $43.8K | 750,000 | 4.1% |
| Trinet Group Inc(TNET) | COM | 896288107 | $42.5K | 750,000 | 4.0% |
| Extended Stay Amer Inc | UNIT 99/99/9999B | 30224P200 | $40.9K | 2,750,000 | 3.8% |
| Insperity Inc(NSP) | COM | 45778Q107 | $38.7K | 450,000 | 3.6% |
| Leisure Acquisition Corp | COM | 52539T107 | $25.7K | 2,462,500 | 2.4% |
| Twin RIV Worldwide Hldgs Inc | COM | 90171V204 | $25.7K | 1,000,000 | 2.4% |
| Inspired Entmt Inc(INSE) | COM | 45782N108 | $25.3K | 3,750,000 | 2.4% |
| Oaktree Acquisition Corp | UNIT 99/99/9999 | G67145121 | $17.3K | 1,700,000 | 1.6% |
| Leisure Acquisition Corp | UNIT 99/99/9999 | 52539T206 | $10.9K | 1,000,000 | 1.0% |
| Leisure Acquisition Corp | *W EXP 12/05/201 | 52539T115 | $3.5K | 3,412,500 | 0.3% |