Q3 2018 Holdings
Filed 2018-11-14 | 13 holdings | $6.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $6.4M | 301,000 | 99.3% |
| World Accep Corp del(WRLD) | COM | 981419104 | $9.7K | 84,600 | 0.1% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $8.1K | 162,238 | 0.1% |
| GDS Hldgs LTD(GDS) | SPONSORED ADR | 36165L108 | $5.8K | 165,400 | 0.1% |
| Stars Group Inc | COM | 85570W100 | $5.0K | 200,000 | 0.1% |
| Overstock COM Inc del(BBBY) | COM | 690370101 | $4.4K | 157,500 | 0.1% |
| DEL Friscos Restaurant Group(DFRG) | COM | 245077102 | $2.9K | 352,000 | 0.0% |
| Belmond LTD | CL A | G1154H107 | $2.8K | 153,000 | 0.0% |
| Summit Matls Inc(7SU) | CL A | 86614U100 | $2.4K | 132,200 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $1.5K | 25,000 | 0.0% |
| Scientific Games Corp(LNWO) | COM | 80874P109 | $958 | 37,700 | 0.0% |
| Kala Pharmaceuticals Inc | COM | 483119103 | $602 | 61,000 | 0.0% |
| MIX Telematics LTD | SPONSORED ADR | 60688N102 | $159 | 11,000 | 0.0% |