Q4 2021 Holdings
Filed 2022-02-14 | 10 holdings | $50.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $50.5M | 540,170 | 99.8% |
| Monarch Casino & Resort Inc(MCRI) | COM | 609027107 | $53.7K | 726,757 | 0.1% |
| Ezcorp Inc(EZPW) | CL A NON VTG | 302301106 | $25.5K | 3,456,695 | 0.1% |
| Prog Holdings Inc(PRG) | COM NPV | 74319R101 | $20.3K | 450,000 | 0.0% |
| Universal Logistics Hldgs in(ULH) | COM | 91388P105 | $9.4K | 498,800 | 0.0% |
| RED Rock Resorts Inc(RRR) | CL A | 75700L108 | $2.8K | 50,000 | 0.0% |
| Championx Corporation(APY1EUR) | COM | 15872M104 | $2.0K | 100,633 | 0.0% |
| Expro Group Holdings NV(XPRO) | COM | N3144W105 | $1.4K | 94,568 | 0.0% |
| Tivity Health Inc | COM | 88870R102 | $1.3K | 50,000 | 0.0% |
| Audacy Inc | CL A | 05070N103 | $934 | 363,500 | 0.0% |