Q4 2019 Holdings
Filed 2020-02-14 | 53 holdings | $30.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $2.2M | 100,000 | 7.3% |
| DMC Global Inc(BOOM) | COM | 23291C103 | $6.5M | 143,838 | 21.4% |
| Conocophillips(COP) | COM | 20825C104 | $20.6M | 316,532 | 68.1% |