Q4 2019 Holdings
Filed 2020-02-13 | 12 holdings | $3.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Commercial Vehicle Group Inc(CVGI) | COM | 202608105 | $3.2M | 500,000 | 90.2% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $290.0K | 10,000 | 8.2% |
| LGI Homes Inc(LGIH) | COM | 50187T106 | $14.1K | 200,000 | 0.4% |
| American Eagle Outfitters Inc(AEO) | COM | 02553E106 | $11.8K | 800,000 | 0.3% |
| Modine MFG Co(MOD) | COM | 607828100 | $7.7K | 1,000,000 | 0.2% |
| Superior Industries Intl Inc | COM | 868168105 | $4.4K | 1,200,000 | 0.1% |
| Noble Corp PLC | COM | G65431101 | $4.3K | 3,500,000 | 0.1% |
| GNC Hldgs Inc | CL A | 36191G107 | $4.1K | 1,500,000 | 0.1% |
| Civeo Corp CDA(CVEO1EUR) | COM | 17878Y108 | $3.8K | 2,969,900 | 0.1% |
| Tidewater Inc(TDW) | COM | 88642R109 | $2.9K | 150,000 | 0.1% |
| AK Steel Hldg Corp(AKS1EUR) | COM | 001547108 | $1.6K | 500,000 | 0.0% |
| Hornbeck Offshore Svcs Inc | COM | 440543106 | $63 | 600,000 | 0.0% |