Q1 2020 Holdings
Filed 2020-05-14 | 15 holdings | $559.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BHP Group PLC(BBL) | SPONSORED ADR | 05545E209 | $84.2K | 2,774,973 | 15.1% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $78.8K | 608,148 | 14.1% |
| Stars Group Inc | COM | 85570W100 | $76.1K | 3,726,832 | 13.6% |
| Forescout Technologies Inc(FSCTEUR) | COM | 34553D101 | $59.9K | 1,895,775 | 10.7% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $58.8K | 8,691,246 | 10.5% |
| Logmein Inc | COM | 54142L109 | $52.7K | 633,213 | 9.4% |
| Cypress Semiconductor Corp(CYEUR) | COM | 232806109 | $47.1K | 2,019,500 | 8.4% |
| China Biologic Prods Hldgs I | COM | G21515104 | $44.1K | 408,261 | 7.9% |
| Tallgrass Energy LP | CLASS A SHS | 874696107 | $12.7K | 770,225 | 2.3% |
| Taubman Ctrs Inc(TCO) | COM | 876664103 | $11.5K | 275,000 | 2.1% |
| Legg Mason Inc(LMEUR) | COM | 524901105 | $10.8K | 220,056 | 1.9% |
| Front YD Residential Corp(RESIEUR) | COM | 35904G107 | $9.4K | 786,025 | 1.7% |
| Tech Data Corp | COM | 878237106 | $5.8K | 44,105 | 1.0% |
| Adesto Technologies Corp(IOTSEUR) | COM | 00687D101 | $4.9K | 438,998 | 0.9% |
| Mellanox Technologies LTD | SHS | M51363113 | $2.5K | 20,930 | 0.5% |