Q2 2017 Holdings
Filed 2017-08-14 | 5 holdings | $317.9K | 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 | $126.4K | 3,810,204 | 39.8% |
| Kennametal Inc(KMT) | COM | 489170100 | $100.3K | 2,679,224 | 31.5% |
| Antero Midstream GP LP | COM SHS REPSTG | 03675Y103 | $49.0K | 2,227,200 | 15.4% |
| Forum Energy Technologies Inc(FETUSD) | COM | 34984V100 | $41.6K | 2,666,666 | 13.1% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $660 | 763,500 | 0.2% |