Q4 2018 Holdings
Filed 2019-02-11 | 5 holdings | $226.3K | 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 | $86.1K | 4,027,276 | 38.1% |
| Kennametal Inc(KMT) | COM | 489170100 | $80.0K | 2,402,934 | 35.3% |
| Antero Midstream GP LP | COM SHS REPSTG | 03675Y103 | $24.9K | 2,227,200 | 11.0% |
| Milacron Hldgs Corp(MCRN) | COM | 59870L106 | $24.2K | 2,038,071 | 10.7% |
| Forum Energy Technologies Inc(FETUSD) | COM | 34984V100 | $11.0K | 2,666,666 | 4.9% |