Q2 2019 Holdings
Filed 2019-07-31 | 14 holdings | $388.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Oasis Pete Inc | COM | 674215108 | $43.8K | 7,716,580 | 11.3% |
| QEP RES Inc(QEP) | COM | 74733V100 | $43.2K | 5,973,127 | 11.1% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $42.6K | 277,114 | 11.0% |
| PDC Energy Inc(PDCEUSD) | COM | 69327R101 | $38.4K | 1,065,291 | 9.9% |
| Devon Energy Corp(DVN) | COM | 25179M103 | $38.1K | 1,337,586 | 9.8% |
| SM Energy Co(SM) | COM | 78454L100 | $37.0K | 2,956,528 | 9.5% |
| Parsley Energy Inc | CL A | 701877102 | $31.6K | 1,661,384 | 8.1% |
| Noble Energy Inc(NBL2EUR) | COM | 655044105 | $26.2K | 1,167,800 | 6.7% |
| Occidental Pete Corp(OXY) | COM | 674599105 | $22.6K | 450,000 | 5.8% |
| Gulfport Energy Corp | COM NEW | 402635304 | $20.3K | 4,143,733 | 5.2% |
| Range RES Corp(RRC) | COM | 75281A109 | $17.2K | 2,469,800 | 4.4% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $16.5K | 1,000,958 | 4.3% |
| Newpark Resources Inc(NPKI) | COM PAR $.01NEW | 651718504 | $5.9K | 799,573 | 1.5% |
| Anadarko Pete Corp(APC3EUR) | COM | 032511107 | $4.5K | 64,300 | 1.2% |