Q3 2018 Holdings
Filed 2018-11-13 | 6 holdings | $334.7K | 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 | $115.4K | 4,027,276 | 34.5% |
| Kennametal Inc(KMT) | COM | 489170100 | $104.7K | 2,402,934 | 31.3% |
| Antero Midstream GP LP | COM SHS REPSTG | 03675Y103 | $37.7K | 2,227,200 | 11.3% |
| Milacron Hldgs Corp(MCRN) | COM | 59870L106 | $34.5K | 1,701,971 | 10.3% |
| Forum Energy Technologies Inc(FETUSD) | COM | 34984V100 | $27.6K | 2,666,666 | 8.2% |
| Simpson Manufacturing Co Inc(SSD) | COM | 829073105 | $14.9K | 205,375 | 4.4% |