Q1 2017 Holdings
Filed 2017-05-15 | 12 holdings | $653.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Diamondback Energy Inc(FANG) | COM | 25278X109 | $119.3K | 1,150,000 | 18.3% |
| Concho RES Inc(CXOEUR) | COM | 20605P101 | $115.5K | 900,000 | 17.7% |
| Oasis Pete Inc New | COM | 674215108 | $92.7K | 6,500,000 | 14.2% |
| Rice Energy Inc | COM | 762760106 | $71.1K | 3,000,000 | 10.9% |
| U S Silica Hldgs Inc(SLCAUSD) | COM | 90346E103 | $67.2K | 1,400,000 | 10.3% |
| RPC Inc(RES) | COM | 749660106 | $58.6K | 3,200,000 | 9.0% |
| Callon Pete Co del(CPE3EUR) | COM | 13123X102 | $42.4K | 3,221,000 | 6.5% |
| Laredo Petroleum Inc | COM | 516806106 | $34.3K | 2,350,000 | 5.3% |
| Propetro Hldg Corp(PUMP) | COM | 74347M108 | $19.3K | 1,500,000 | 3.0% |
| Range RES Corp(RRC) | COM | 75281A109 | $18.3K | 630,000 | 2.8% |
| Keane Group Inc | COM | 48669A108 | $8.2K | 571,900 | 1.3% |
| Plains GP Hldgs L P(PAGPEUR) | LTD PARTNR INT A | 72651A207 | $6.3K | 200,000 | 1.0% |