Q3 2024 Holdings
Filed 2024-11-14 | 10 holdings | $54.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastec Inc(MTZ) | COM | 576323109 | $11.1M | 90,000 | 20.3% |
| Rush Street Interactive Inc(RSI) | COM | 782011100 | $10.9M | 1,000,000 | 19.9% |
| Granite Constr Inc(GVA) | COM | 387328107 | $8.3M | 105,000 | 15.3% |
| Golden Entmt Inc(GDEN) | COM | 381013101 | $8.3M | 260,682 | 15.2% |
| Treehouse Foods Inc(THS) | COM | 89469A104 | $7.3M | 175,000 | 13.5% |
| Full HSE Resorts Inc(FLL) | COM | 359678109 | $2.4M | 480,000 | 4.4% |
| Nuscale PWR Corp(SMR) | CL A COM | 67079K100 | $2.3M | 200,000 | 4.3% |
| Genius Sports Limited(GENI) | SHARES CL A | G3934V109 | $1.7M | 217,389 | 3.1% |
| Fluor Corp New(FLR) | COM | 343412102 | $1.2M | 25,000 | 2.2% |
| Bragg Gaming Group Inc(BRAG) | COM NEW | 104833306 | $953.8K | 190,000 | 1.8% |