Q4 2019 Holdings
Filed 2020-02-13 | 12 holdings | $132.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Melco Resorts and Entmt LTD(MLCO) | ADR | 585464100 | $17.2K | 711,300 | 13.0% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $17.2K | 272,900 | 13.0% |
| Quanta Svcs Inc(PWR) | COM | 74762E102 | $16.4K | 402,700 | 12.4% |
| PAN American Silver Corp(PAAS) | COM | 697900108 | $16.3K | 687,000 | 12.3% |
| Grubhub Inc | COM | 400110102 | $12.2K | 250,200 | 9.2% |
| Seaboard Corp(SEB) | COM | 811543107 | $10.3K | 2,428 | 7.8% |
| Northwest Pipe Co(NWPX) | COM | 667746101 | $9.8K | 292,800 | 7.4% |
| Select Energy Svcs Inc(WTTR) | CL A COM | 81617J301 | $9.7K | 1,042,500 | 7.3% |
| Fiverr Intl LTD(FVRR) | ORD SHS | M4R82T106 | $9.0K | 381,657 | 6.8% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $7.1K | 1,298,771 | 5.4% |
| Argan Inc(AGX) | COM | 04010E109 | $5.4K | 133,800 | 4.1% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.8K | 28,500 | 1.4% |