Q3 2022 Holdings
Filed 2022-11-09 | 10 holdings | $139.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| International Seaways Inc(INSW) | COM | Y41053102 | $28.6K | 814,800 | 20.6% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $20.9K | 3,156,500 | 15.1% |
| Select Energy Svcs Inc(WTTR) | CL A COM | 81617J301 | $19.6K | 2,806,000 | 14.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $14.8K | 728,300 | 10.6% |
| PAN Amern Silver Corp(PAAS) | COM | 697900108 | $11.6K | 732,000 | 8.4% |
| Docebo Inc(DCBO) | COM | 25609L105 | $11.2K | 415,800 | 8.1% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $10.4K | 3,349,800 | 7.5% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $9.9K | 1,323,600 | 7.1% |
| Navios Maritime Partners L P(NMM) | COM UNIT LPI | Y62267409 | $7.7K | 315,520 | 5.6% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $4.3K | 454,769 | 3.1% |