Q3 2017 Holdings
Filed 2017-11-14 | 14 holdings | $180.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ezcorp Inc(EZPW) | CL A NON VTG | 302301106 | $43.5K | 4,577,500 | 24.1% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $39.8K | 1,552,568 | 22.1% |
| Monarch Casino & Resort Inc(MCRI) | COM | 609027107 | $34.7K | 877,275 | 19.3% |
| Hi-Crush Partners LP | COM UNIT LTD | 428337109 | $23.6K | 2,500,000 | 13.1% |
| Golden Entmt Inc(GDEN) | COM | 381013101 | $11.4K | 468,514 | 6.3% |
| Care COM Inc(CRCMGBP) | COM | 141633107 | $6.4K | 400,341 | 3.5% |
| U.S. Auto Parts Network Inc | COM | 90343C100 | $6.3K | 2,186,950 | 3.5% |
| Flowserve Corp(FLS) | COM | 34354P105 | $4.7K | 110,000 | 2.6% |
| Nevada Gold & Casinos Inc | COM NEW | 64126Q206 | $3.6K | 1,534,826 | 2.0% |
| Full House Resorts Inc(FLL) | COM | 359678109 | $2.9K | 1,031,004 | 1.6% |
| ST JOE Co(JOE) | COM | 790148100 | $1.4K | 75,301 | 0.8% |
| Independence Contract Dril I | COM | 453415309 | $789 | 207,721 | 0.4% |
| Graham Corp(GHM) | COM | 384556106 | $571 | 27,420 | 0.3% |
| Digimarc Corp New(DMRC) | COM | 25381B101 | $498 | 13,600 | 0.3% |