Q1 2017 Holdings
Filed 2017-05-12 | 10 holdings | $28.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Antero RES Corp(AR) | COM | 03674X106 | $28.5M | 1,250,000 | 99.3% |
| Range RES Corp(RRC) | COM | 75281A109 | $43.7K | 1,500,000 | 0.2% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $39.3K | 180,000 | 0.1% |
| EQT Corp(EQT) | COM | 26884L109 | $35.1K | 575,000 | 0.1% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $24.1K | 200,000 | 0.1% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $22.0K | 240,000 | 0.1% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $16.9K | 325,000 | 0.1% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $14.2K | 76,500 | 0.0% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $10.8K | 450,000 | 0.0% |
| Rice Energy Inc | COM | 762760106 | $7.1K | 300,000 | 0.0% |