Q4 2019 Holdings
Filed 2020-02-13 | 12 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Enviva Partners LP(EVAUSD) | Com Unit | 29414J107 | $475.5K | 12,744,020 | 31.5% |
| Liberty Oilfield Svcs Inc(LBRT) | Com Cl A | 53115L104 | $378.7K | 34,054,996 | 25.1% |
| Wesco Aircraft Hldgs Inc | Com | 950814103 | $254.5K | 23,096,882 | 16.9% |
| Onesmart Intl Ed Group Ltd | Sponsored Ads | 68276W103 | $206.9K | 31,017,142 | 13.7% |
| Chesapeake Energy Corp(CHKEUR) | Com | 165167107 | $147.7K | 172,897,387 | 9.8% |
| Seacor Marine Hldgs Inc(SMHI) | Com | 78413P101 | $14.7K | 1,064,976 | 1.0% |
| China Index Hldgs Ltd | Spnsrd Ads A | 16954W101 | $9.0K | 2,461,538 | 0.6% |
| Fang Hldgs Ltd | ADR New | 30711Y201 | $7.0K | 2,461,538 | 0.5% |
| Ring Energy Inc(REI) | Com | 76680V108 | $6.9K | 2,623,948 | 0.5% |
| Centennial Resource Dev Inc(CDEVEUR) | Cl A | 15136A102 | $5.9K | 1,269,582 | 0.4% |
| Sequential Brnds Group Inc N | Com | 81734P107 | $2.2K | 6,369,812 | 0.1% |
| Sirius International Insuran | Com | G8196D101 | $1.5K | 174,170 | 0.1% |