Q4 2017 Holdings
Filed 2018-02-13 | 7 holdings | $329.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kennametal Inc(KMT) | COM | 489170100 | $116.3K | 2,402,934 | 35.3% |
| Antero Midstream Partners LP | UNT LTD PARTN | 03673L103 | $98.1K | 3,377,332 | 29.8% |
| Antero Midstream GP LP | COM SHS REPSTG | 03675Y103 | $43.9K | 2,227,200 | 13.3% |
| Forum Energy Technologies Inc(FETUSD) | COM | 34984V100 | $41.5K | 2,666,666 | 12.6% |
| Milacron Hldgs Corp(MCRN) | COM | 59870L106 | $15.9K | 830,500 | 4.8% |
| Simpson Manufacturing Co Inc(SSD) | COM | 829073105 | $11.8K | 205,375 | 3.6% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $1.8K | 763,500 | 0.6% |