Q1 2016 Holdings
Filed 2016-04-28 | 8 holdings | $187.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Antero Midstream Partners LP | UNT LTD PARTN | 03673L103 | $95.7K | 4,328,127 | 51.1% |
| Forum Energy Technologies Inc(FETUSD) | COM | 34984V100 | $39.2K | 2,966,666 | 20.9% |
| Kennametal Inc(KMT) | COM | 489170100 | $31.8K | 1,413,500 | 17.0% |
| Omega Protein Corp | COM | 68210P107 | $10.3K | 610,800 | 5.5% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $6.3K | 251,386 | 3.4% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $1.8K | 763,500 | 1.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $1.3K | 13,500 | 0.7% |
| LMI Aerospace Inc | COM | 502079106 | $851 | 100,000 | 0.5% |