Q3 2016 Holdings
Filed 2016-11-14 | 6 holdings | $254.3K | 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 | $115.6K | 4,328,127 | 45.5% |
| Kennametal Inc(KMT) | COM | 489170100 | $77.8K | 2,679,224 | 30.6% |
| Forum Energy Technologies in(FETUSD) | COM | 34984V100 | $58.9K | 2,966,666 | 23.2% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $901 | 763,500 | 0.4% |
| LMI Aerospace Inc | COM | 502079106 | $713 | 100,000 | 0.3% |
| Barnes Group Inc(BUSD) | COM | 067806109 | $406 | 10,000 | 0.2% |