Q3 2018 Holdings
Filed 2018-11-08 | 8 holdings | $3.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Centennial Resource DEV Inc(CDEVEUR) | CL A | 15136A102 | $1.5M | 70,266,037 | 39.2% |
| Liberty Oilfield Svcs Inc(LBRT) | COM CL A | 53115L104 | $1.0M | 47,922,643 | 26.4% |
| Talos Energy Inc(TALO) | COM | 87484T108 | $489.9K | 14,926,683 | 12.5% |
| Enviva Partners LP(EVAUSD) | COM UNIT | 29414J107 | $378.6K | 11,905,138 | 9.7% |
| Alta Mesa RES Inc(AMRQQ) | CL A | 02133L109 | $358.5K | 85,776,000 | 9.2% |
| EP Energy Corp | CL A | 268785102 | $73.2K | 31,276,726 | 1.9% |
| Golden Ocean Group LTD | SHS NEW | G39637205 | $42.2K | 4,277,447 | 1.1% |
| Pattern Energy Group Inc | CL A | 70338P100 | $6.4K | 319,666 | 0.2% |