Q2 2020 Holdings
Filed 2020-08-13 | 17 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $1.4M | 500,000 | 69.1% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $402.0K | 9,000 | 19.2% |
| Canada Goose Hldgs Inc(GOOS) | COM | 135086106 | $232.0K | 10,000 | 11.1% |
| Modine MFG Co(MOD) | COM | 607828100 | $5.5K | 1,000,000 | 0.3% |
| Superior Inds Intl Inc | COM | 868168105 | $2.0K | 1,200,000 | 0.1% |
| Civeo Corp(CVEO1EUR) | COM | 17878Y108 | $1.9K | 3,000,000 | 0.1% |
| LGI Homes Inc(LGIH) | COM | 50187T106 | $1.2K | 14,004 | 0.1% |
| Teck RES LTD(TECK) | CL B | 878742204 | $521 | 50,000 | 0.0% |
| Championx Corp(APY1EUR) | COM | 15872M104 | $488 | 50,000 | 0.0% |
| Tidewater Inc(TDW) | COM | 88642R109 | $280 | 50,000 | 0.0% |
| Oceaneering Intl Inc(OII) | COM | 675232102 | $192 | 30,000 | 0.0% |
| National Oilwell Varco Inc(NOVEUR) | COM | 637071101 | $184 | 15,000 | 0.0% |
| Peabody Energy Corp(BTU) | COM | 704551100 | $144 | 50,000 | 0.0% |
| Luckin Coffee Inc(LKNCY) | ADR | 54951L109 | $117 | 50,000 | 0.0% |
| Hallador Energy Company(HNRG) | COM | 40609P105 | $66 | 100,000 | 0.0% |
| Weatherford Intl(WFRD) | COM | G48833118 | $59 | 30,000 | 0.0% |
| Noble Corp PLC | COM | G65431101 | $16 | 50,000 | 0.0% |