Q1 2019 Holdings
Filed 2019-05-14 | 19 holdings | $20.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Callaway Golf Co(CALY) | COM | 131193104 | $8.0M | 500,000 | 39.1% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $7.7M | 300,000 | 37.7% |
| Commercial Vehicle Group Inc(CVGI) | COM | 202608105 | $4.6M | 600,000 | 22.6% |
| American Eagle Outfitters Inc(AEO) | COM | 02553E106 | $20.0K | 900,000 | 0.1% |
| LGI Homes Inc(LGIH) | COM | 50187T106 | $18.1K | 300,000 | 0.1% |
| Modine MFG Co(MOD) | COM | 607828100 | $13.9K | 1,000,000 | 0.1% |
| Circor Intl Inc(CIR2USD) | COM | 17273K109 | $9.8K | 300,000 | 0.0% |
| Noble Corp PLC | COM | G65431101 | $9.5K | 3,300,000 | 0.0% |
| Weatherford International PLC(WFRD) | COM | G48833100 | $7.0K | 10,000,000 | 0.0% |
| Civeo Corp CDA(CVEO1EUR) | COM | 17878Y108 | $6.3K | 3,000,000 | 0.0% |
| Superior Industries International Inc California | COM | 868168105 | $5.7K | 1,200,000 | 0.0% |
| AK Steel Holding Corporation(AKS1EUR) | COM | 001547108 | $5.5K | 2,000,000 | 0.0% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $5.1K | 300,000 | 0.0% |
| Tidewater Inc(TDW) | COM | 88642R109 | $4.6K | 200,000 | 0.0% |
| GNC Holdings Inc | CL A | 36191G107 | $4.1K | 1,500,000 | 0.0% |
| Iamgold Corp(IAG) | COM | 450913108 | $3.5K | 1,000,000 | 0.0% |
| Twin Disc Inc(TWIN) | COM | 901476101 | $1.7K | 100,000 | 0.0% |
| Hornbeck Offshore Svcs Inc | COM | 440543106 | $1.2K | 1,000,000 | 0.0% |
| Francescas Holdings Corp(FRANUSD) | COM | 351793104 | $676 | 1,000,000 | 0.0% |