Q3 2012 Holdings
Filed 2014-03-21 | 7 holdings | $809.2K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kosmos Energy LTD(KOS) | SHS | G5315B107 | $180.7K | 18,667 | 22.3% |
| Suncoke Energy Inc(SXC) | COM | 86722A103 | $164.0K | 10,365 | 20.3% |
| US Silica Holdings Inc(SLCAUSD) | COM | 90346E103 | $162.7K | 13,676 | 20.1% |
| Arch Coal Inc | COM | 039380100 | $91.1K | 14,912 | 11.3% |
| Parker Drilling Co | COM | 701081101 | $89.6K | 21,636 | 11.1% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C106 | $69.0K | 12,964 | 8.5% |
| CAL Dive International Inc(CDVIQ) | COM | 12802T101 | $52.2K | 35,000 | 6.4% |