Q2 2022 Holdings
Filed 2022-08-15 | 53 holdings | $111.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Array Technologies Inc(ARRY) | COM SHS | 04271T100 | $18.2M | 1,650,000 | 16.3% |
| Aspen Aerogels Inc(ASPN) | COM | 04523Y105 | $26.9M | 2,725,571 | 24.2% |
| Antero Resources Corp(AR) | COM | 03674X106 | $55.4M | 1,806,583 | 49.8% |