Maple Rock Capital Partners Q1 2018 13F Holdings

Maple Rock Capital Partners Q1 2018 holdings
TickerName Value Shares↓ Weighting
DOOR MASONITE INTL CORP NEWAdd  $42,638
23.7%
695,000
49.5%
10.60%
-7.4%
TROX TRONOX LTDAdd  $36,828
25.1%
1,997,173
39.2%
9.16%
-6.3%
INST INSTRUCTURE INCAdd  $32,245
52.2%
765,000
19.5%
8.02%
13.9%
WPX WPX ENERGY INCAdd  $30,787
13.2%
2,083,000
7.8%
7.66%
-15.3%
ARCH ARCH COAL INCcl aReduce  $29,209
-7.2%
317,900
-5.9%
7.26%
-30.6%
TGI TRIUMPH GROUP INC NEWAdd  $28,098
7.6%
1,115,000
16.1%
6.99%
-19.5%
LAUR LAUREATE EDUCATION INCcl aAdd  $27,088
81.6%
1,970,000
79.1%
6.74%
35.9%
ALB ALBEMARLE CORP ALBputNew  $26,431285,0006.57%
HTZGQ HERTZ GLOBAL HLDGS INCNew  $25,8051,300,0006.42%
NRP NATURAL RESOURCE PARTN...Add  $25,176
17.0%
877,210
6.0%
6.26%
-12.4%
PSTG PURE STORAGE INCcl aAdd  $24,938
42.9%
1,250,000
13.6%
6.20%
7.0%
PEGI PATTERN ENERGY GROUP INCcl a  $22,216
-19.5%
1,284,9000.0%5.52%
-39.8%
HAWK BLACKHAWK NETWORK HLDG...Reduce  $21,009
1.6%
470,000
-19.0%
5.22%
-24.0%
FLT FLEETCOR TECHNOLOGIES INC  $20,250
5.2%
100,0000.0%5.04%
-21.2%
TAHO TAHOE RES INCNew  $9,3802,000,0002.33%
SANW S&W SEED COSold out  $0-82,200-0.11%
CASA CASA SYS INCSold out  $0-250,000-1.48%
VNTR VENATOR MATLS PLCSold out  $0-221,000-1.62%