Q1 2018 Holdings
Filed 2018-05-14 | 6 holdings | $307.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Antero Midstream Partners LP | UNT LTD PARTN | 03673L103 | $104.3K | 4,027,276 | 33.9% |
| Kennametal Inc(KMT) | COM | 489170100 | $96.5K | 2,402,934 | 31.4% |
| Antero Midstream GP LP | COM SHS REPSTG | 03675Y103 | $35.6K | 2,227,200 | 11.6% |
| Milacron Hldgs Corp(MCRN) | COM | 59870L106 | $30.1K | 1,496,471 | 9.8% |
| Forum Energy Technologies Inc(FETUSD) | COM | 34984V100 | $29.3K | 2,666,666 | 9.5% |
| Simpson Manufacturing Co Inc(SSD) | COM | 829073105 | $11.8K | 205,375 | 3.8% |