Q2 2018 Holdings
Filed 2018-08-14 | 13 holdings | $263.6K | 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 | $65.1K | 5,400,000 | 24.7% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $60.7K | 1,552,568 | 23.0% |
| Monarch Casino & Resort Inc(MCRI) | COM | 609027107 | $42.2K | 959,061 | 16.0% |
| Hi-Crush Partners LP | COM UNIT LTD | 428337109 | $37.8K | 3,200,000 | 14.3% |
| Halliburton Co(HAL) | COM | 406216101 | $13.5K | 300,000 | 5.1% |
| Dorchester Minerals LP(DMLP) | COM UNIT | 25820R105 | $13.4K | 652,256 | 5.1% |
| Golden Entmt Inc(GDEN) | COM | 381013101 | $12.6K | 468,514 | 4.8% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $8.2K | 100,000 | 3.1% |
| Full House Resorts Inc(FLL) | COM | 359678109 | $3.7K | 1,114,674 | 1.4% |
| Nevada Gold & Casinos Inc | COM NEW | 64126Q206 | $3.1K | 1,534,826 | 1.2% |
| Independence Contract Dril I | COM | 453415309 | $1.9K | 471,394 | 0.7% |
| Entercom Communications Corp(ETMUSD) | CL A | 293639100 | $951 | 126,000 | 0.4% |
| Digimarc Corp New(DMRC) | COM | 25381B101 | $364 | 13,600 | 0.1% |