Q2 2018 Holdings
Filed 2018-08-14 | 8 holdings | $116.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Golar LNG LTD Bermuda(GLNG) | SHS | G9456A100 | $34.4K | 1,168,281 | 29.6% |
| GTT Communications Inc | COM | 362393100 | $23.5K | 523,191 | 20.3% |
| Navigator Holdings LTD(NVGS) | SHS | Y62132108 | $11.9K | 936,829 | 10.2% |
| Alico Inc(ALCO) | COM | 016230104 | $11.0K | 347,992 | 9.5% |
| Triumph Bancorp Inc(TFIN) | COM | 89679E300 | $10.6K | 260,761 | 9.1% |
| Drive Shack Inc(DSEUR) | COM | 262077100 | $10.5K | 1,365,641 | 9.1% |
| Cedar Fair L P | DEPOSITRY UNIT | 150185106 | $10.1K | 160,478 | 8.7% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $4.1K | 57,926 | 3.5% |