Q1 2019 Holdings
Filed 2019-04-30 | 7 holdings | $2.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Oilfield Svcs Inc(LBRT) | COM CL A | 53115L104 | $735.7K | 47,804,996 | 33.8% |
| Centennial Resource DEV Inc(CDEVEUR) | CL A | 15136A102 | $617.6K | 70,266,037 | 28.4% |
| Talos Energy Inc(TALO) | COM | 87484T108 | $396.5K | 14,926,683 | 18.2% |
| Enviva Partners LP(EVAUSD) | COM UNIT | 29414J107 | $383.9K | 11,905,138 | 17.7% |
| Alta Mesa RES Inc(AMRQQ) | CL A | 02133L109 | $22.8K | 85,776,000 | 1.0% |
| Golden Ocean Group LTD | SHS NEW | G39637205 | $9.3K | 1,949,124 | 0.4% |
| EP Energy Corp | CL A | 268785102 | $8.1K | 31,276,726 | 0.4% |