| 1 |
DYCOM INDS INC COM |
2,178,112 |
178,126 |
22.55% |
|
|
| 2 |
MASTEC INC |
4,852,986 |
144,328 |
18.27% |
|
|
| 3 |
APACHE CORP |
699,200 |
44,658 |
5.65% |
|
|
| 4 |
ALPHABET INC |
49,970 |
40,179 |
5.09% |
|
|
| 5 |
ALPS ETF TR |
2,862,570 |
36,326 |
4.60% |
|
|
| 6 |
CONCHO RESOURCES |
239,725 |
32,926 |
4.17% |
|
|
| 7 |
KINDER MORGAN INC DEL |
1,374,340 |
31,788 |
4.02% |
|
|
| 8 |
ENTERPRISE PRODS PARTNERS L |
1,135,385 |
31,371 |
3.97% |
|
|
| 9 |
ENERGY TRANSFER PRTNRS L P |
759,766 |
28,111 |
3.56% |
|
|
| 10 |
WILLIAMS COS INC DEL |
872,235 |
26,804 |
3.39% |
|
|
| 11 |
TUTOR PERINI CORP |
1,190,955 |
25,570 |
3.24% |
|
|
| 12 |
SBA COMMUNICATIONS CORPORATION |
204,894 |
22,981 |
2.91% |
|
|
| 13 |
NEWFIELD EXPLOR |
445,702 |
19,370 |
2.45% |
|
|
| 14 |
COTERRA ENERGY INC |
595,305 |
15,359 |
1.94% |
|
|
| 15 |
EQT CORP |
179,845 |
13,060 |
1.65% |
|
|
| 16 |
FLOTEK INDS INC DEL COM NEW |
754,511 |
10,971 |
1.39% |
|
|
| 17 |
WAL-MART STORES INC |
150,000 |
10,818 |
1.37% |
|
|
| 18 |
BUNGE LIMITED |
177,787 |
10,530 |
1.33% |
|
|
| 19 |
WESCO INTL INC |
152,552 |
9,380 |
1.19% |
|
|
| 20 |
CROWN CASTLE |
82,500 |
7,772 |
0.98% |
|
|
| 21 |
DUNKIN BRANDS GROUP INC COM |
142,650 |
7,429 |
0.94% |
|
|
| 22 |
GENERAL MTRS CO |
231,772 |
7,363 |
0.93% |
|
|
| 23 |
FREEPORT-MCMORAN INC |
600,000 |
6,516 |
0.82% |
|
|
| 24 |
INCYTE |
40,000 |
3,772 |
0.48% |
|
|
| 25 |
UNITED RENTALS |
37,258 |
2,924 |
0.37% |
|
|
| 26 |
CHENIERE ENERGY INC |
66,790 |
2,912 |
0.37% |
|
|
| 27 |
AMERICAN TOWER CORP NEW |
21,500 |
2,437 |
0.31% |
|
|
| 28 |
FOUNDATION MEDICINE INC COM |
90,147 |
2,105 |
0.27% |
|
|
| 29 |
PIONEER NAT RES CO |
10,000 |
1,857 |
0.24% |
|
|
| 30 |
HI-CRUSH PARTNERS LP |
107,380 |
1,647 |
0.21% |
|
|
| 31 |
LYONDELLBASELL INDUSTRIES N |
20,000 |
1,613 |
0.20% |
|
|
| 32 |
CALPINE CORP |
116,199 |
1,469 |
0.19% |
|
|
| 33 |
ENERGY RECOVERY INC COM |
75,000 |
1,199 |
0.15% |
|
|
| 34 |
GULFPORT ENERGY CORP |
42,041 |
1,188 |
0.15% |
|
|
| 35 |
NXP SEMICONDUCTORS N V |
10,000 |
1,020 |
0.13% |
|
|
| 36 |
DIAMONDBACK ENERGY |
10,000 |
965 |
0.12% |
|
|
| 37 |
APPLE INC |
8,050 |
910 |
0.12% |
|
|
| 38 |
TECK RESOURCES LTD |
45,000 |
811 |
0.10% |
|
|
| 39 |
LogMeIn Inc |
5,647 |
510 |
0.06% |
|
|
| 40 |
SMITH & WESSON HLDG CORP |
15,000 |
399 |
0.05% |
|
|
| 41 |
OCLARO INC |
40,000 |
342 |
0.04% |
|
|
| 42 |
SQUARE INC |
10,000 |
117 |
0.01% |
|
|
| 43 |
ORGANOVO HLDGS INC |
24,000 |
91 |
0.01% |
|
|
