Q3 2018 Holdings
Filed 2018-11-14 | 9 holdings | $230.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $77.9K | 1,602,568 | 33.8% |
| Ezcorp Inc(EZPW) | CL A NON VTG | 302301106 | $57.8K | 5,400,000 | 25.1% |
| Monarch Casino & Resort Inc(MCRI) | COM | 609027107 | $43.6K | 959,061 | 18.9% |
| Spectrum Brands Hldgs Inc NE(SPB) | COM | 84790A105 | $22.4K | 300,000 | 9.7% |
| Schlumberger LTD(SLB) | COM | 806857108 | $12.2K | 200,000 | 5.3% |
| Golden Entmt Inc(GDEN) | COM | 381013101 | $8.2K | 340,000 | 3.5% |
| Nevada Gold & Casinos Inc | COM NEW | 64126Q206 | $3.7K | 1,534,826 | 1.6% |
| Full House Resorts Inc(FLL) | COM | 359678109 | $3.2K | 1,114,674 | 1.4% |
| Dover Downs Gaming & Entmt I | COM | 260095104 | $1.6K | 550,000 | 0.7% |