Q3 2019 Holdings
Filed 2019-11-13 | 12 holdings | $1.6M | 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 | $431.1K | 39,804,996 | 27.7% |
| Enviva Partners LP(EVAUSD) | Com Unit | 29414J107 | $356.4K | 11,155,725 | 22.9% |
| Wesco Aircraft Hldgs Inc | Com | 950814103 | $254.3K | 23,096,882 | 16.3% |
| Chesapeake Energy Corp(CHKEUR) | Com | 165167107 | $243.8K | 172,897,387 | 15.7% |
| Onesmart Intl Ed Group Ltd | Sponsored Ads | 68276W103 | $229.2K | 31,017,142 | 14.7% |
| Seacor Marine Hldgs Inc(SMHI) | Com | 78413P101 | $13.4K | 1,064,976 | 0.9% |
| China Index Hldgs Ltd | Spnsrd Ads A | 16954W101 | $9.6K | 2,461,538 | 0.6% |
| Centennial Resource Dev Inc(CDEVEUR) | Cl A | 15136A102 | $5.7K | 1,269,582 | 0.4% |
| Fang Hldgs Ltd | ADR | 30711Y102 | $5.5K | 2,461,538 | 0.4% |
| Ring Energy Inc(REI) | Com | 76680V108 | $4.3K | 2,623,948 | 0.3% |
| Sequential Brnds Group Inc N | Com | 81734P107 | $1.4K | 6,369,812 | 0.1% |
| Sirius International Insuran | Com | G8196D101 | $1.4K | 174,170 | 0.1% |