Maple Rock Capital Partners Q2 2018 13F Holdings

Maple Rock Capital Partners Q2 2018 holdings
TickerName Value Shares↓ Weighting
MU MICRON TECHN... MUputNew  $55,0621,050,00012.28%
DOOR MASONITE INTL CORP NEW  $49,936
17.1%
695,0000.0%11.14%
5.0%
TROX TRONOX LTDAdd  $44,716
21.4%
2,272,173
13.8%
9.97%
8.9%
INST INSTRUCTURE INCAdd  $35,104
8.9%
825,000
7.8%
7.83%
-2.4%
WPX WPX ENERGY INCReduce  $32,454
5.4%
1,800,000
-13.6%
7.24%
-5.5%
ARCH ARCH COAL INCcl aAdd  $31,207
6.8%
397,900
25.2%
6.96%
-4.2%
PSTG PURE STORAGE INCcl a  $29,850
19.7%
1,250,0000.0%6.66%
7.3%
LAUR LAUREATE EDUCATION INCcl a  $28,230
4.2%
1,970,0000.0%6.30%
-6.5%
TGI TRIUMPH GROUP INC NEWAdd  $27,244
-3.0%
1,390,000
24.7%
6.08%
-13.1%
ALB ALBEMARLE CORP ALBput  $26,884
1.7%
285,0000.0%6.00%
-8.8%
HTZGQ HERTZ GLOBAL... HTZGQcallNew  $20,0951,310,0004.48%
HTZGQ HERTZ GLOBAL HLDGS INC  $19,942
-22.7%
1,300,0000.0%4.45%
-30.7%
NRP NATURAL RESOURCE PARTN...Reduce  $16,147
-35.9%
514,222
-41.4%
3.60%
-42.5%
TAHO TAHOE RES INC  $9,840
4.9%
2,000,0000.0%2.19%
-6.0%
FMC F M C CORPNew  $7,13780,0001.59%
CF CF INDS HLDGS INCNew  $6,660150,0001.48%
KEM KEMET CORPNew  $5,880243,4821.31%
LXU LSB INDS INCNew  $2,018380,7000.45%
FLT FLEETCOR TECHNOLOGIES INCSold out  $0-100,000-5.04%
HAWK BLACKHAWK NETWORK HLDG...Sold out  $0-470,000-5.22%
PEGI PATTERN ENERGY GROUP INCcl aSold out  $0-1,284,900-5.52%