Q2 2022 Holdings
Filed 2022-08-12 | 7 holdings | $4.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Antero Resources Corp(AR) | COM | 03674X106 | $4.5M | 147,851 | 99.1% |
| Suncor Energy Inc New(SU) | COM | 867224107 | $12.9K | 367,000 | 0.3% |
| Wolfspeed Inc(WOLF*) | COM | 977852102 | $7.7K | 121,622 | 0.2% |
| Lithium Amers Corp New(LAC1EUR) | COM NEW | 53680Q207 | $7.2K | 357,787 | 0.2% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $4.8K | 71,653 | 0.1% |
| Range RES Corp(RRC) | COM | 75281A109 | $4.0K | 160,000 | 0.1% |
| Western Digital Corp.(WDC) | COM | 958102105 | $2.8K | 61,700 | 0.1% |