Q4 2016 Holdings
Filed 2017-02-13 | 9 holdings | $35.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Antero RES Corp(AR) | COM | 03674X106 | $35.5M | 1,500,000 | 99.3% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $48.7K | 220,000 | 0.1% |
| Range RES Corp(RRC) | COM | 75281A109 | $45.5K | 1,325,000 | 0.1% |
| EQT Corp(EQT) | COM | 26884L109 | $36.0K | 550,000 | 0.1% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $28.4K | 335,200 | 0.1% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $25.4K | 500,000 | 0.1% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $25.0K | 200,000 | 0.1% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $13.8K | 76,500 | 0.0% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $10.5K | 450,000 | 0.0% |