Q4 2018 Holdings
Filed 2019-02-14 | 10 holdings | $1.4M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2019-05-13) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Oilfield Svcs Inc(LBRT) | Com Cl A | 53115L104 | $620.6K | 47,922,643 | 45.3% |
| Enviva Partners LP(EVAUSD) | Com Unit | 29414J107 | $308.7K | 11,124,865 | 22.5% |
| Wesco Aircraft Hldgs Inc | Com | 950814103 | $182.5K | 23,096,882 | 13.3% |
| Onesmart Intl Ed Group Ltd | Sponsored Ads | 68276W103 | $180.6K | 23,157,142 | 13.2% |
| Golden Ocean Group Ltd | Shs New | G39637205 | $26.3K | 4,277,447 | 1.9% |
| Fang Hldgs Ltd | ADR | 30711Y102 | $17.6K | 12,307,691 | 1.3% |
| Centennial Resource Dev Inc(CDEVEUR) | Cl A | 15136A102 | $14.4K | 1,307,828 | 1.1% |
| Seacor Marine Hldgs Inc(SMHI)A | Com | 78413P101 | $11.8K | 1,000,585 | 0.9% |
| Sequential Brnds Group Inc N | Com | 81734P107 | $5.1K | 6,369,812 | 0.4% |
| Sirius International Insuran | Com | G8196D101 | $2.3K | 174,170 | 0.2% |