Q1 2015 Holdings
Filed 2015-04-23 | 11 holdings | $108.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Newpark Resources Inc(NPKI) | COM PAR $.01NEW | 651718504 | $20.5K | 2,247,368 | 19.0% |
| SM Energy Co(SM) | COM | 78454L100 | $18.9K | 366,000 | 17.5% |
| Petroleo Brasileiro S.A.(PBR) | SPONSORED ADR | 71654V408 | $17.2K | 2,857,000 | 15.9% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $16.4K | 100,000 | 15.1% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $11.5K | 293,835 | 10.6% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $10.8K | 560,488 | 10.0% |
| Petroleo Brasileiro S.a(PJX) | SP ADR NON VTG | 71654V101 | $5.5K | 900,000 | 5.1% |
| Dorian LPG LTD(LPG) | SHS USD | Y2106R110 | $3.0K | 230,640 | 2.8% |
| Cobalt Intl Energy Inc | COM | 19075F106 | $2.8K | 300,000 | 2.6% |
| Dawson Geophysical Co | COM | 239359102 | $752 | 176,000 | 0.7% |
| Devon Energy Corp New(DVN) | COM | 25179M103 | $716 | 11,870 | 0.7% |