Q1 2019 Holdings
Filed 2019-05-13 | 11 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Oilfield Svcs Inc(LBRT) | Com Cl A | 53115L104 | $735.7K | 47,804,996 | 35.4% |
| Chesapeake Energy Corp(CHKEUR) | Com | 165167107 | $536.0K | 172,897,387 | 25.8% |
| Enviva Partners LP(EVAUSD) | Com Unit | 29414J107 | $359.8K | 11,155,725 | 17.3% |
| Wesco Aircraft Hldgs Inc | Com | 950814103 | $203.0K | 23,096,882 | 9.8% |
| Onesmart Intl Ed Group Ltd | Sponsored Ads | 68276W103 | $182.7K | 23,157,142 | 8.8% |
| Fang Hldgs Ltd | ADR | 30711Y102 | $16.6K | 12,307,691 | 0.8% |
| Seacor Marine Hldgs Inc(SMHI) | Com | 78413P101 | $13.3K | 1,000,585 | 0.6% |
| Centennial Resource Dev Inc(CDEVEUR) | Cl A | 15136A102 | $11.5K | 1,307,828 | 0.6% |
| Golden Ocean Group Ltd | Shs New | G39637205 | $9.3K | 1,949,124 | 0.4% |
| Sequential Brnds Group Inc N | Com | 81734P107 | $8.2K | 6,369,812 | 0.4% |
| Sirius International Insuran | Com | G8196D101 | $2.3K | 174,170 | 0.1% |