Q4 2020 Holdings
Filed 2021-02-12 | 11 holdings | $4.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $3.5M | 400,000 | 73.9% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $899.0K | 10,000 | 19.2% |
| Canada Goose Hldgs Inc(GOOS) | COM | 135086106 | $298.0K | 10,000 | 6.4% |
| Modine MFG Co(MOD) | COM | 607828100 | $11.2K | 888,855 | 0.2% |
| Superior Inds Intl Inc | COM | 868168105 | $4.9K | 1,200,000 | 0.1% |
| Civeo Corp(CVEO) | COM | 17878Y207 | $2.8K | 200,000 | 0.1% |
| Teck RES LTD(TECK) | CL B | 878742204 | $1.8K | 100,000 | 0.0% |
| LGI Homes Inc(LGIH) | COM | 50187T106 | $1.6K | 15,000 | 0.0% |
| Championx Corp(APY1EUR) | COM | 15872M104 | $1.5K | 100,000 | 0.0% |
| Oceaneering Intl Inc(OII) | COM | 675232102 | $239 | 30,000 | 0.0% |
| National Oilwell Varco Inc(NOVEUR) | COM | 637071101 | $206 | 15,000 | 0.0% |