Q4 2020 Holdings
Filed 2021-02-12 | 53 holdings | $32.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $6.7M | 90,633 | 20.8% |
| Carrier Global Corporation(CARR) | COM | 14448C104 | $7.6M | 202,501 | 23.7% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $8.3M | 12,584 | 25.8% |