Q1 2018 Holdings
Filed 2018-05-14 | 12 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Oilfield Svsc Inc(LBRT) | Com Cl A | 53115L104 | $851.3K | 50,404,768 | 35.1% |
| USA Compression Partners LP(USAC) | Comunit Ltdpar | 90290N109 | $424.8K | 25,092,196 | 17.5% |
| Enviva Partners LP(EVAUSD) | Com Unit | 29414J107 | $340.2K | 12,414,921 | 14.0% |
| Onesmart Intl Ed Group Ltd | Sponsored Ads | 68276W103 | $248.9K | 23,157,142 | 10.3% |
| Wesco Aircraft Hldgs Inc | Com | 950814103 | $236.7K | 23,096,882 | 9.7% |
| Pattern Energy Group Inc | Cl A | 70338P100 | $127.1K | 7,351,962 | 5.2% |
| Golden Ocean Group Ltd | Shs New | G39637205 | $69.0K | 8,677,477 | 2.8% |
| Fang Hldgs Ltd | ADR | 30711Y102 | $63.3K | 12,307,691 | 2.6% |
| Enduro Rty Tr | Tr Unit | 29269K100 | $29.1K | 8,186,486 | 1.2% |
| Centennial Resource Dev Inc(CDEVEUR) | Cl A | 15136A102 | $24.0K | 1,307,828 | 1.0% |
| Sequential Brnds Group Inc N | Com | 81734P107 | $13.3K | 6,369,812 | 0.5% |
| YRC Worldwide Inc | Com Par $.01 | 984249607 | $584 | 66,144 | 0.0% |