Q3 2019 Holdings
Filed 2019-11-13 | 10 holdings | $120.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wellcare Health Plans Inc | COM | 94946T106 | $33.1K | 127,750 | 27.5% |
| Wabco Hldgs Inc(WBC1EUR) | COM | 92927K102 | $25.1K | 187,900 | 20.9% |
| Versum Matls Inc | COM | 92532W103 | $23.8K | 449,000 | 19.8% |
| Allergan PLC | SHS | G0177J108 | $10.7K | 63,570 | 8.9% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $8.0K | 102,053 | 6.7% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $7.1K | 607,000 | 5.9% |
| Genesee & WYO Inc | CL A | 371559105 | $6.1K | 55,000 | 5.1% |
| Cypress Semiconductor Corp(CYEUR) | COM | 232806109 | $3.9K | 168,001 | 3.3% |
| Carrizo Oil & Gas Inc(CRZOEUR) | COM | 144577103 | $1.9K | 220,000 | 1.6% |
| Genworth Finl Inc(GNW) | COM CL A | 37247D106 | $506 | 115,000 | 0.4% |