Q1 2020 Holdings
Filed 2020-05-14 | 9 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $755.0K | 500,000 | 66.0% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $375.0K | 10,000 | 32.8% |
| American Eagle Outfitters Inc(AEO) | COM | 02553E106 | $4.0K | 500,000 | 0.3% |
| Modine MFG Co(MOD) | COM | 607828100 | $3.3K | 1,000,000 | 0.3% |
| LGI Homes Inc(LGIH) | COM | 50187T106 | $2.9K | 65,000 | 0.3% |
| Superior Inds Intl Inc | COM | 868168105 | $1.4K | 1,200,000 | 0.1% |
| Civeo Corp(CVEO1EUR) | COM | 17878Y108 | $1.2K | 3,000,000 | 0.1% |
| Tidewater Inc(TDW) | COM | 88642R109 | $779 | 110,000 | 0.1% |
| Noble Corp PLC | COM | G65431101 | $260 | 1,000,000 | 0.0% |