Q2 2019 Holdings
Filed 2019-07-22 | 6 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Oilfield Svcs Inc(LBRT) | COM CL A | 53115L104 | $773.5K | 47,804,996 | 36.7% |
| Centennial Resource DEV Inc(CDEVEUR) | CL A | 15136A102 | $533.3K | 70,266,037 | 25.3% |
| Enviva Partners LP(EVAUSD) | COM UNIT | 29414J107 | $426.9K | 13,586,375 | 20.3% |
| Talos Energy Inc(TALO) | COM | 87484T108 | $359.0K | 14,926,683 | 17.0% |
| Alta Mesa RES Inc(AMRQQ) | CL A | 02133L109 | $12.5K | 85,776,000 | 0.6% |
| EP Energy Corp | CL A | 268785102 | $2.5K | 31,276,726 | 0.1% |