Q4 2019 Holdings
Filed 2020-01-23 | 4 holdings | $1.7M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2020-02-20) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Enviva Partners LP(EVAUSD) | COM UNIT | 29414J107 | $506.9K | 13,586,375 | 30.5% |
| Talos Energy Inc(TALO) | COM | 87484T108 | $450.0K | 14,926,683 | 27.1% |
| Liberty Oilfield Svcs Inc(LBRT) | COM CL A | 53115L104 | $378.7K | 34,054,996 | 22.8% |
| Centennial Resource DEV Inc(CDEVEUR) | CL A | 15136A102 | $324.6K | 70,266,037 | 19.6% |