Q1 2018 Holdings
Filed 2018-05-15 | 12 holdings | $244.1K | 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 | $67.4K | 5,104,400 | 27.6% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $51.2K | 1,552,568 | 21.0% |
| Monarch Casino & Resort Inc(MCRI) | COM | 609027107 | $40.6K | 959,061 | 16.6% |
| Hi-Crush Partners LP | COM UNIT LTD | 428337109 | $33.9K | 3,200,000 | 13.9% |
| Halliburton Co(HAL) | COM | 406216101 | $18.8K | 400,000 | 7.7% |
| Golden Entmt Inc(GDEN) | COM | 381013101 | $10.9K | 468,514 | 4.5% |
| Dorchester Minerals LP(DMLP) | COM UNIT | 25820R105 | $10.1K | 628,693 | 4.1% |
| Full House Resorts Inc(FLL) | COM | 359678109 | $3.6K | 1,114,674 | 1.5% |
| Nevada Gold & Casinos Inc | COM NEW | 64126Q206 | $3.4K | 1,534,826 | 1.4% |
| U.S. Auto Parts Network Inc | COM | 90343C100 | $2.1K | 1,046,523 | 0.9% |
| Independence Contract Dril I | COM | 453415309 | $1.8K | 471,394 | 0.7% |
| Digimarc Corp New(DMRC) | COM | 25381B101 | $326 | 13,600 | 0.1% |