Q1 2018 Holdings
Filed 2018-05-15 | 57 holdings | $29.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Diamondback Energy Inc(FANG) | COM | 25278X109 | $34.3K | 270,763 | 0.1% |
| Suncor Energy Inc New(SU) | COM | 867224107 | $43.9K | 1,270,872 | 0.2% |
| Concho RES Inc(CXOEUR)Call | COM | 20605P101 | $45.1K | 300,000 | 0.2% |
| Helmerich & Payne Inc(HP) | COM | 423452101 | $47.0K | 706,472 | 0.2% |
| Tenaris S A(TS) | SPONSORED ADR | 88031M109 | $48.2K | 1,390,000 | 0.2% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $4.5M | 259,800 | 15.4% |
| Conocophillips(COP) | COM | 20825C104 | $24.0M | 404,160 | 82.2% |