Q1 2019 Holdings
Filed 2019-04-24 | 9 holdings | $168.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Altice USA Inc(OPTU) | CL A | 02156K103 | $168.1M | 7,825,066 | 99.6% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $214.8K | 2,584,410 | 0.1% |
| Grubhub Inc | COM | 400110102 | $183.9K | 2,646,607 | 0.1% |
| United States STL Corp New(USX1) | COM | 912909108 | $62.2K | 3,190,105 | 0.0% |
| Waitr Hldgs Inc | COM | 930752100 | $47.9K | 3,895,808 | 0.0% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $44.0K | 640,968 | 0.0% |
| Cleveland Cliffs Inc(CLF) | COM | 185899101 | $26.9K | 2,693,184 | 0.0% |
| Golar LNG LTD Bermuda(GLNG) | SHS | G9456A100 | $13.6K | 644,166 | 0.0% |
| Secoo Hldg LTD | ADR | 81367P101 | $6.3K | 720,454 | 0.0% |