Q3 2020 Holdings
Filed 2020-11-13 | 13 holdings | $4.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $3.3M | 500,000 | 79.8% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $493.0K | 9,000 | 12.0% |
| Canada Goose Hldgs Inc(GOOS) | COM | 135086106 | $322.0K | 10,000 | 7.9% |
| Modine MFG Co(MOD) | COM | 607828100 | $6.3K | 1,000,000 | 0.2% |
| Civeo Corp(CVEO1EUR) | COM | 17878Y108 | $2.0K | 3,000,000 | 0.0% |
| Superior Inds Intl Inc | COM | 868168105 | $1.5K | 1,200,000 | 0.0% |
| LGI Homes Inc(LGIH) | COM | 50187T106 | $1.4K | 12,000 | 0.0% |
| Teck RES LTD(TECK) | CL B | 878742204 | $1.1K | 80,000 | 0.0% |
| Championx Corp(APY1EUR) | COM | 15872M104 | $639 | 80,000 | 0.0% |
| Tidewater Inc(TDW) | COM | 88642R109 | $336 | 50,000 | 0.0% |
| National Oilwell Varco Inc(NOVEUR) | COM | 637071101 | $136 | 15,000 | 0.0% |
| Oceaneering Intl Inc(OII) | COM | 675232102 | $106 | 30,000 | 0.0% |
| Hallador Energy Company(HNRG) | COM | 40609P105 | $65 | 100,000 | 0.0% |