Q1 2019 Holdings
Filed 2019-05-15 | 14 holdings | $98.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $9.0K | 300,000 | 9.2% |
| Five Point Holdings LLC(FPH) | COM CL A | 33833Q106 | $8.9K | 1,238,381 | 9.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $8.8K | 7,500 | 9.0% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $7.8K | 105,000 | 7.9% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $7.8K | 70,000 | 7.9% |
| Facebook Inc(META) | CL A | 30303M102 | $7.5K | 45,000 | 7.6% |
| Cleveland Cliffs Inc(CLF) | COM | 185899101 | $7.5K | 750,000 | 7.6% |
| Corepoint Lodging Inc(CPLGGUSD) | COM | 21872L104 | $7.3K | 657,600 | 7.5% |
| Western Digital Corp(WDC) | COM | 958102105 | $7.2K | 150,000 | 7.3% |
| Tailored Brands Inc | COM | 87403A107 | $6.8K | 869,200 | 6.9% |
| Gamestop Corp New(GME) | CL A | 36467W109 | $6.6K | 650,000 | 6.7% |
| Sportsmans Whse Hldgs Inc(SPWH) | COM | 84920Y106 | $6.0K | 1,250,119 | 6.1% |
| Greensky Inc | CL A | 39572G100 | $3.5K | 272,021 | 3.6% |
| Petiq Inc(PETQEUR) | COM CL A | 71639T106 | $3.3K | 106,232 | 3.4% |