Q1 2018 Holdings
Filed 2018-05-14 | 31 holdings | $570.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Eagle Bulk Shipping Inc | SHS NEW | Y2187A143 | $54.9K | 11,097,962 | 9.6% |
| Assured Guaranty LTD(AGO) | COM | G0585R106 | $42.2K | 1,164,113 | 7.4% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $37.3K | 2,344,833 | 6.5% |
| Ocean RIG UDW Inc | COM CL A | G66964118 | $34.1K | 1,353,086 | 6.0% |
| Time Warner Inc | COM NEW | 887317303 | $31.3K | 330,204 | 5.5% |
| Spirit Rlty Cap Inc New | COM | 84860W102 | $27.5K | 3,540,141 | 4.8% |
| Entercom Communications Corp(ETMUSD) | CL A | 293639100 | $26.2K | 2,713,253 | 4.6% |
| Vistra Energy Corp(VST) | COM | 92840M102 | $23.9K | 1,146,017 | 4.2% |
| Energen Corp | COM | 29265N108 | $23.7K | 377,091 | 4.2% |
| Vici Pptys Inc(VICI) | COM | 925652109 | $21.6K | 1,181,161 | 3.8% |
| Firstenergy Corp(FE) | COM | 337932107 | $21.3K | 626,810 | 3.7% |
| Paccar Inc(PCAR) | COM | 693718108 | $21.3K | 322,035 | 3.7% |
| Edison Intl(EIX) | COM | 281020107 | $19.7K | 310,000 | 3.5% |
| Parsley Energy Inc | CL A | 701877102 | $18.6K | 643,269 | 3.3% |
| Mylan N V | SHS EURO | N59465109 | $17.3K | 419,696 | 3.0% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $15.5K | 984,943 | 2.7% |
| Consolidated Comm Hldgs Inc(CNSLEUR) | COM | 209034107 | $15.0K | 1,370,908 | 2.6% |
| AMC Entmt Hldgs Inc | CL A COM | 00165C104 | $14.2K | 1,013,777 | 2.5% |
| EQT Corp(EQT) | COM | 26884L109 | $12.6K | 264,813 | 2.2% |
| Navient Corporation(NAVI) | COM | 63938C108 | $12.0K | 912,614 | 2.1% |
| Transocean LTD(RIG) | REG SHS | H8817H100 | $11.9K | 1,200,000 | 2.1% |
| Constellium NV(CSTM) | CL A | N22035104 | $11.8K | 1,082,932 | 2.1% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $10.7K | 325,640 | 1.9% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $9.6K | 855,000 | 1.7% |
| Kadmon Hldgs Inc(KDMN) | COM | 48283N106 | $8.8K | 2,059,254 | 1.5% |
| Huntsman Corp(HUN) | COM | 447011107 | $8.6K | 294,165 | 1.5% |
| Integer Hldgs Corp(ITGR) | COM | 45826H109 | $8.0K | 141,323 | 1.4% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $5.4K | 72,745 | 0.9% |
| Frontier Communications Corp(FTREUR) | COM NEW | 35906A306 | $5.0K | 670,908 | 0.9% |
| Teekay LNG Partners L P(TK) | PRTNRSP UNITS | Y8564M105 | $463 | 25,855 | 0.1% |
| Orange(ORANY) | SPONSORED ADR | 684060106 | $282 | 16,650 | 0.0% |