Q4 2019 Holdings
Filed 2020-02-14 | 14 holdings | $215.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Willscot Corp | COM | 971375126 | $38.8K | 2,100,398 | 18.0% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C130 | $26.5K | 674,773 | 12.3% |
| Cannae Hldgs Inc(CNNE) | COM | 13765N107 | $23.7K | 637,146 | 11.0% |
| Industrial Logistics Pptys T(ILPT) | COM SHS BEN INT | 456237106 | $19.4K | 866,611 | 9.0% |
| Univar Solutions Inc(UNVREUR) | COM | 91336L107 | $18.5K | 761,650 | 8.5% |
| Gildan Activewear Inc(GIL) | COM | 375916103 | $18.0K | 610,000 | 8.3% |
| Onespaworld Holdings Limited(OSW) | COM | P73684113 | $14.3K | 846,812 | 6.6% |
| Laureate Education Inc(LAUR) | CL A | 518613203 | $13.4K | 760,040 | 6.2% |
| The Realreal Inc(REAL) | COM | 88339P101 | $12.9K | 683,612 | 6.0% |
| Verisign Inc(VRSN) | COM | 92343E102 | $11.9K | 61,943 | 5.5% |
| Pennant Group Inc(PNTG) | COM | 70805E109 | $10.2K | 308,570 | 4.7% |
| Tuscan Holdings Corp | COM | 90069K104 | $3.2K | 322,225 | 1.5% |
| AT Home Group Inc(HOME)Call | COM | 04650Y100 | $2.8K | 500,000 | 1.3% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $2.3K | 31,800 | 1.1% |