Q2 2015 Holdings
Filed 2015-08-14 | 11 holdings | $365.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| RSP Permian Inc | COM | 74978Q105 | $47.8K | 1,700,000 | 13.1% |
| Newfield Expl Co | COM | 651290108 | $45.2K | 1,250,000 | 12.4% |
| Concho RES Inc(CXOEUR) | COM | 20605P101 | $42.1K | 370,000 | 11.5% |
| Whiting Pete Corp New | COM | 966387102 | $42.0K | 1,250,000 | 11.5% |
| Hess Corp(HES) | COM | 42809H107 | $40.1K | 600,000 | 11.0% |
| Gulfport Energy Corp | COM NEW | 402635304 | $32.2K | 800,000 | 8.8% |
| PDC Energy Inc(PDCEUSD) | COM | 69327R101 | $32.2K | 600,000 | 8.8% |
| Callon Pete Co del(CPE3EUR) | COM | 13123X102 | $31.6K | 3,800,000 | 8.7% |
| Parsley Energy Inc | CL A | 701877102 | $25.3K | 1,450,000 | 6.9% |
| Exterran Hldgs Inc | COM | 30225X103 | $15.7K | 480,000 | 4.3% |
| Diamondback Energy Inc(FANG) | COM | 25278X109 | $11.3K | 150,000 | 3.1% |