Q2 2018 Holdings
Filed 2018-08-14 | 13 holdings | $789.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WPX Energy Inc | COM | 98212B103 | $108.2K | 6,000,000 | 13.7% |
| Oasis Pete Inc New | COM | 674215108 | $102.1K | 7,875,000 | 12.9% |
| Marathon Oil Corp(MRO*) | COM | 565849106 | $93.9K | 4,500,000 | 11.9% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $87.1K | 460,000 | 11.0% |
| Anadarko Pete Corp(APC3EUR) | COM | 032511107 | $84.2K | 1,150,000 | 10.7% |
| Whiting Pete Corp New | COM NEW | 966387409 | $79.1K | 1,500,000 | 10.0% |
| Parsley Energy Inc | CL A | 701877102 | $63.6K | 2,100,000 | 8.1% |
| Occidental Pete Corp del(OXY) | COM | 674599105 | $50.2K | 600,000 | 6.4% |
| Wildhorse Resource DEV Corp | COM | 96812T102 | $42.6K | 1,680,000 | 5.4% |
| Cactus Inc(WHD) | CL A | 127203107 | $35.5K | 1,050,000 | 4.5% |
| Sentinel Energy Svcs Inc(SNTL) | UNIT 11/02/2022 | G8062D128 | $20.7K | 2,050,000 | 2.6% |
| Gran Tierra Energy Inc | COM | 38500T101 | $11.2K | 3,250,835 | 1.4% |
| Extraction Oil and Gas Inc(XOGEUR) | COM | 30227M105 | $11.1K | 757,600 | 1.4% |