The document is a performance report and letter from ADW Capital Partners, L.P. detailing the fund's performance for the first quarter of 2014. It includes a portfolio update, highlighting a new investment in the timeshare industry with Diamond Resorts, led by Stephen J. Cloobeck. The letter discusses the fund's strategy, market conditions, and future expectations. It emphasizes the fund's focus on long-term, tax-efficient investments and provides an operational update.
documents/EFTA00605968.pdf
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