Q1 2022 Holdings
Filed 2022-05-16 | 12 holdings | $62.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Patria Investments Limited(PAX) | COM CL A | G69451105 | $18.5K | 1,040,000 | 29.7% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $13.9K | 162,000 | 22.3% |
| Apollo Gloal Mgmt Inc(APO) | COM | 03769M106 | $5.9K | 95,000 | 9.4% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $5.1K | 26,200 | 8.2% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $5.1K | 142,000 | 8.1% |
| Draftkings Inc(DKNG1USD) | COM CL A | 26142R104 | $3.5K | 179,000 | 5.6% |
| Codere Online Luxembourg S A | ORDINARY SHARES | L18268109 | $2.8K | 543,600 | 4.4% |
| Cohn Robbins Holdings Corp | COM CL A | G23726105 | $2.2K | 225,000 | 3.6% |
| Vivid Seats Inc | COM CL A | 92854T100 | $2.2K | 197,000 | 3.5% |
| Madison Square Grdn Sprt COR(MSGS) | CL A | 55825T103 | $2.2K | 12,000 | 3.4% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $1.1K | 104,629 | 1.7% |
| Yandex N V(NBIS)Call | SHS CLASS A | N97284108 | $0 | 50,000 | 0.0% |