| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EZCORP INC CL A NON VTG | 3,264,873 | 34,771,000 | 18.68% | ||
| 2 | ELDORADO RESORTS INC COM | 1,941,825 | 32,914,000 | 17.69% | ||
| 3 | MONARCH CASINO & RESORT INC COM | 693,169 | 17,870,000 | 9.60% | ||
| 4 | ISLE OF CAPRI CASINOS INC | 684,656 | 16,904,000 | 9.08% | ||
| 5 | FLOWSERVE CORP | 310,000 | 14,896,000 | 8.00% | ||
| 6 | WORLD PT TERMS LP | 675,000 | 11,171,000 | 6.00% | ||
| 7 | GRAHAM CORP | 450,000 | 9,968,000 | 5.36% | ||
| 8 | US AUTO | 2,473,694 | 8,707,000 | 4.68% | ||
| 9 | HI-CRUSH PARTNERS LP | 415,336 | 8,224,000 | 4.42% | ||
| 10 | VALVOLINE INC | 250,020 | 5,375,000 | 2.89% | ||
| 11 | CARE COM INC COM | 600,341 | 5,145,000 | 2.76% | ||
| 12 | NEWPARK RES INC COM PAR $.01NEW | 666,352 | 4,998,000 | 2.69% | ||
| 13 | GOLDEN ENTMT INC COM | 360,830 | 4,370,000 | 2.35% | ||
| 14 | KEY ENERGY SVCS INC DEL | 100,000 | 3,195,000 | 1.72% | ||
| 15 | TWIN DISC INC | 145,670 | 2,127,000 | 1.14% | ||
| 16 | VISTA OUTDOOR INC COM | 50,000 | 1,845,000 | 0.99% | ||
| 17 | GOLDFIELD CORP | 336,534 | 1,716,000 | 0.92% | ||
| 18 | EVERI HLDGS INC | 500,000 | 1,085,000 | 0.58% | ||
| 19 | DIGIMARC CORP | 13,600 | 408,000 | 0.22% | ||
| 20 | IGNITE RESTAURANT GROUP INCORPORATED | 505,349 | 273,000 | 0.15% | ||
| 21 | PAR TECHNOLOGY CORP | 25,830 | 144,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315863-17-000137, filed 2017.02.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
