Q1 2022 Holdings
Filed 2022-05-12 | 9 holdings | $10.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Antero Resources Corp(AR) | COM | 03674X106 | $10.4M | 340,000 | 98.7% |
| Mosaic Co New(MOS) | COM | 61945C103 | $27.3K | 410,000 | 0.3% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $26.8K | 260,000 | 0.3% |
| Archaea Energy Inc(LFG1USD) | COM CL A | 03940F103 | $17.8K | 810,000 | 0.2% |
| Atlas AIR Worldwide Hldgs in(AAWWUSD) | COM NEW | 049164205 | $17.3K | 200,000 | 0.2% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $17.0K | 90,000 | 0.2% |
| Golar LNG LTD(GLNG) | SHS | G9456A100 | $15.2K | 615,000 | 0.1% |
| Resolute FST Prods Inc(RFPUSD) | COM | 76117W109 | $11.1K | 860,000 | 0.1% |
| Sunrun Inc(RUN) | COM | 86771W105 | $304 | 10,000 | 0.0% |