Q2 2019 Holdings
Filed 2019-08-13 | 13 holdings | $407.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Papa Johns Intl Inc(PZZA) | COM | 698813102 | $77.2K | 1,726,086 | 19.0% |
| Vonage Hldgs Corp | COM | 92886T201 | $56.8K | 5,011,715 | 14.0% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $41.2K | 3,547,051 | 10.1% |
| Primo WTR Corp | COM | 74165N105 | $39.0K | 3,173,146 | 9.6% |
| NN Inc(NNBR) | COM | 629337106 | $34.3K | 3,518,411 | 8.4% |
| Onespan Inc(OSPN) | COM | 68287N100 | $34.2K | 2,416,883 | 8.4% |
| Svmk Inc | COM | 78489X103 | $31.5K | 1,906,569 | 7.7% |
| Univar Inc(UNVREUR) | COM | 91336L107 | $29.0K | 1,313,623 | 7.1% |
| Foster L B Co(FSTR) | COM | 350060109 | $28.8K | 1,052,002 | 7.1% |
| LKQ Corp(LKQ) | COM | 501889208 | $15.7K | 591,827 | 3.9% |
| BED Bath & Beyond Inc(BBBYEUR)Call | COM | 075896100 | $13.4K | 1,150,000 | 3.3% |
| Globalstar Inc(GSATUSD) | COM | 378973408 | $4.7K | 9,809,388 | 1.2% |
| USA Technologies Inc | CONV PFD SER A | 90328S203 | $1.2K | 44,250 | 0.3% |