Maple Rock Capital Partners Q1 2020 13F Holdings

Maple Rock Capital Partners Q1 2020 holdings
TickerName Value Shares↓ Weighting
XOM EXXON MOBIL ... XOMcallNew  $94,9252,500,00024.34%
LAUR LAUREATE EDUCATION INCcl aReduce  $29,833
-49.0%
2,838,545
-14.5%
7.65%
-14.0%
NGVT INGEVITY CORPNew  $29,369834,3567.53%
GDXJ VANECK VECTORS ETF TRjr gold miners eNew  $23,443834,2826.01%
NLOK NORTONLIFELOCK INCReduce  $22,265
-49.9%
1,190,000
-31.6%
5.71%
-15.5%
SPR SPIRIT AEROSYSTEMS HLD...Add  $22,092
-2.2%
923,200
197.8%
5.67%
64.8%
TROX TRONOX HOLDINGS PLCAdd  $17,207
3.1%
3,455,266
136.5%
4.41%
73.8%
TGI TRIUMPH GROUP INC NEWAdd  $16,045
-70.5%
2,373,477
10.1%
4.12%
-50.4%
ARCH ARCH COAL INCcl aAdd  $15,620
-45.3%
540,500
35.8%
4.01%
-7.8%
TLND TALEND S AadsReduce  $13,990
-64.2%
623,711
-37.5%
3.59%
-39.6%
TDG TRANSDIGM GROUP INCNew  $13,61842,5303.49%
WDC WESTERN DIGITAL CORP.Reduce  $13,322
-68.1%
320,083
-51.4%
3.42%
-46.2%
TECK TECK RESOURCES LTDcl bNew  $9,2611,225,0002.38%
STZ CONSTELLATION BRANDS INCcl aNew  $8,74561,0002.24%
ATKR ATKORE INTL GROUP INCNew  $7,901375,0002.03%
SSNC SS&C TECHNOLOGIES HLDG...New  $7,669175,0001.97%
FCX FREEPORT-MCMORAN INCcl bNew  $6,7501,000,0001.73%
SCPL SCIPLAY CORPcl a  $6,668
-22.5%
700,0000.0%1.71%
30.6%
SBSW SIBANYE STILLWATER LTDsponsored adrNew  $6,6081,400,0001.70%
ON ON SEMICONDUCTOR CORPNew  $6,220500,0001.60%
WPX WPX ENERGY INCReduce  $4,518
-77.8%
1,481,154
-0.1%
1.16%
-62.6%
CF CF INDS HLDGS INCNew  $4,080150,0001.05%
FANG DIAMONDBACK ENERGY INCNew  $3,930150,0001.01%
DOOR MASONITE INTL CORP NEWAdd  $3,829
940.5%
80,700
1482.4%
0.98%
1653.6%
LXU LSB INDS INCNew  $2,004954,5000.51%
MDRIQ MCDERMOTT INTL INCSold out  $0-1,000,000-0.10%
TYL TYLER TECHNOLOGIES INCSold out  $0-3,000-0.14%
TGI TRIUMPH GROU... TGIcallSold out  $0-47,600-0.18%
JELD JELD-WEN HLDG INCSold out  $0-300,000-1.07%
PTON PELOTON INTERACTIVE INCSold out  $0-602,875-2.61%
REAL THE REALREAL INCSold out  $0-1,000,000-2.87%
INMD INMODE LTDSold out  $0-500,000-2.98%
SBGL SIBANYE STILLWATERsponsored adrSold out  $0-4,100,000-6.20%
FMC F M C CORPSold out  $0-604,541-9.18%
WDC WESTERN DIGI... WDCcallSold out  $0-2,447,200-23.64%