Q2 2020 Holdings
Filed 2020-08-14 | 10 holdings | $525.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $243.0K | 6,066,246 | 46.2% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $92.5K | 758,159 | 17.6% |
| BHP Group PLC(BBL) | SPONSORED ADR | 05545E209 | $60.7K | 1,475,032 | 11.5% |
| Forescout Technologies Inc(FSCTEUR) | COM | 34553D101 | $48.6K | 2,294,463 | 9.3% |
| China Biologic Prods Hldgs I | COM | G21515104 | $35.9K | 351,661 | 6.8% |
| Grubhub Inc | COM | 400110102 | $20.3K | 288,880 | 3.9% |
| Taubman Ctrs Inc(TCO) | COM | 876664103 | $11.3K | 300,000 | 2.2% |
| Netfin Acquisition Corp | SHS CL A | G6455A107 | $8.9K | 825,000 | 1.7% |
| Cinemark Hldgs Inc(CNK) | COM | 17243V102 | $3.6K | 309,807 | 0.7% |
| Insurance Acquisition Corp | CL A | 457867109 | $1.0K | 79,589 | 0.2% |