Q4 2019 Holdings
Filed 2020-02-14 | 11 holdings | $322.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Stars Group Inc | COM | 85570W100 | $60.6K | 4,046,447 | 18.8% |
| BHP Group PLC(BBL) | SPONSORED ADR | 05545E209 | $57.3K | 1,336,940 | 17.8% |
| Tiffany Co New(TIFEUR) | COM | 886547108 | $48.0K | 517,712 | 14.9% |
| Cision LTD | SHS | G1992S109 | $40.4K | 5,248,905 | 12.5% |
| Centene Corp del(CNC) | COM | 15135B101 | $28.1K | 649,516 | 8.7% |
| Tech Data Corp | COM | 878237106 | $27.5K | 263,674 | 8.5% |
| Aircastle LTD(AYR) | COM | G0129K104 | $21.8K | 972,226 | 6.8% |
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $21.0K | 450,000 | 6.5% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $17.7K | 536,819 | 5.5% |
| China Biologic Prods Hldgs I | COM | G21515104 | $27 | 237 | 0.0% |
| Western Midstream Partners LCall | CALL | 958669903 | $17 | 2,869 | 0.0% |