Q3 2017 Holdings
Filed 2017-11-13 | 6 holdings | $285.1K | 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 | $98.7K | 3,131,692 | 34.6% |
| Kennametal Inc(KMT) | COM | 489170100 | $96.9K | 2,402,934 | 34.0% |
| Antero Midstream GP LP | COM SHS REPSTG | 03675Y103 | $45.6K | 2,227,200 | 16.0% |
| Forum Energy Technologies Inc(FETUSD) | COM | 34984V100 | $42.4K | 2,666,666 | 14.9% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $1.2K | 763,500 | 0.4% |
| Simpson Manufacturing Co Inc(SSD) | COM | 829073105 | $245 | 5,000 | 0.1% |