Q1 2021 Holdings
Filed 2021-05-13 | 12 holdings | $47.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Caesars Entertainment Inc(CZR) | COM | 12769G100 | $47.2M | 540,170 | 99.8% |
| Monarch Casino & Resort Inc(MCRI) | COM | 609027107 | $41.2K | 680,257 | 0.1% |
| Ezcorp Inc(EZPW) | CL A NON VTG | 302301106 | $14.7K | 2,956,695 | 0.0% |
| Championx Corp(APY1EUR) | COM | 15872M104 | $9.8K | 450,000 | 0.0% |
| Universal Logistics Hldgs in(ULH) | COM | 91388P105 | $9.2K | 350,000 | 0.0% |
| Prog Holdings Inc(PRG) | COM NPV | 74319R101 | $6.3K | 146,278 | 0.0% |
| Michaels COS Inc | COM | 59408Q106 | $2.2K | 100,000 | 0.0% |
| RED Rock Resorts Inc(RRR) | CL A | 75700L108 | $1.6K | 50,000 | 0.0% |
| Thermon Group Holdings Inc(THR) | COM | 88362T103 | $975 | 50,000 | 0.0% |
| Entercom Communications(ETMUSD) | CL A | 293639100 | $858 | 163,500 | 0.0% |
| BBQ Holdings Inc(2RA) | COM | 05551A109 | $444 | 61,277 | 0.0% |
| The Aarons Company Inc | COM | 00258W108 | $127 | 4,963 | 0.0% |