Q2 2018 Holdings
Filed 2018-08-13 | 6 holdings | $325.1K | 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 | $118.9K | 4,027,276 | 36.6% |
| Kennametal Inc(KMT) | COM | 489170100 | $86.3K | 2,402,934 | 26.5% |
| Antero Midstream GP LP | COM SHS REPSTG | 03675Y103 | $42.0K | 2,227,200 | 12.9% |
| Forum Energy Technologies Inc(FETUSD) | COM | 34984V100 | $32.9K | 2,666,666 | 10.1% |
| Milacron Hldgs Corp(MCRN) | COM | 59870L106 | $32.2K | 1,701,971 | 9.9% |
| Simpson Manufacturing Co Inc(SSD) | COM | 829073105 | $12.8K | 205,375 | 3.9% |