Q1 2017 Holdings
Filed 2017-05-15 | 15 holdings | $650.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Antero Resources Corp(AR) | Common | 03674X106 | $228.0K | 10,000 | 35.1% |
| WPX Energy Inc | Common | 98212B103 | $70.1K | 5,233,595 | 10.8% |
| Encana Corp | Common | 292505104 | $59.2K | 5,054,371 | 9.1% |
| Rice Energy Inc | Common | 762760106 | $52.8K | 2,229,814 | 8.1% |
| Jones Energy Inc | Common | 48019R108 | $44.9K | 17,598,197 | 6.9% |
| Advantage Oil & Gas Ltd(AAVEUR) | Common | 00765F101 | $43.7K | 6,628,101 | 6.7% |
| Evolution Petroleum Corp(EPM) | Common | 30049A107 | $30.8K | 3,851,719 | 4.7% |
| QEP Resources Inc(QEP) | Common | 74733V100 | $29.7K | 2,339,069 | 4.6% |
| Continental Resources Inc(CLRUSD) | Common | 212015101 | $25.1K | 553,480 | 3.9% |
| Wildhorse Resource Development Corp | Common | 96812T102 | $21.5K | 1,729,097 | 3.3% |
| Barrett Bill Corp(BBG1USD) | Common | 06846N104 | $20.6K | 4,534,720 | 3.2% |
| Gulfport Energy Corp | Common | 402635304 | $8.8K | 511,800 | 1.4% |
| Range Resources Corp(RRC) | Common | 75281A109 | $6.5K | 223,100 | 1.0% |
| Newfield Exploration Co | Common | 651290108 | $5.4K | 145,704 | 0.8% |
| Bonanza Creek Energy Inc | Common | 097793103 | $2.8K | 2,406,032 | 0.4% |