| 1 |
MASTEC INC |
4,788,946 |
183,177 |
24.21% |
|
|
| 2 |
DYCOM INDS INC COM |
1,388,626 |
111,493 |
14.73% |
|
|
| 3 |
APACHE CORP |
1,099,200 |
69,766 |
9.22% |
|
|
| 4 |
QUANTA SVCS INC |
1,225,000 |
42,691 |
5.64% |
|
|
| 5 |
ALPS ETF TR |
2,955,270 |
37,236 |
4.92% |
|
|
| 6 |
NEWFIELD EXPLOR |
845,702 |
34,251 |
4.53% |
|
|
| 7 |
KINDER MORGAN INC DEL |
1,614,340 |
33,433 |
4.42% |
|
|
| 8 |
WILLIAMS COS INC DEL |
872,235 |
27,161 |
3.59% |
|
|
| 9 |
COTERRA ENERGY INC |
1,051,105 |
24,554 |
3.24% |
|
|
| 10 |
UNITED RENTALS |
221,165 |
23,351 |
3.09% |
|
|
| 11 |
WESCO INTL INC |
347,693 |
23,139 |
3.06% |
|
|
| 12 |
WPX ENERGY INC |
1,252,015 |
18,242 |
2.41% |
|
|
| 13 |
SBA COMMUNICATIONS CORPORATION |
172,885 |
17,852 |
2.36% |
|
|
| 14 |
DEVON ENERGY CORP NEW |
300,000 |
13,701 |
1.81% |
|
|
| 15 |
EQT CORP |
176,593 |
11,549 |
1.53% |
|
|
| 16 |
RANGE RES CORP |
300,000 |
10,308 |
1.36% |
|
|
| 17 |
OASIS PETE INC NEW |
600,000 |
9,084 |
1.20% |
|
|
| 18 |
PDC ENERGY INC COM |
120,000 |
8,710 |
1.15% |
|
|
| 19 |
CHENIERE ENERGY INC |
191,290 |
7,925 |
1.05% |
|
|
| 20 |
CONTINENTAL RESOURE |
130,000 |
6,700 |
0.89% |
|
|
| 21 |
CROWN CASTLE |
62,500 |
5,423 |
0.72% |
|
|
| 22 |
WHITING PETE CORP NEW |
375,000 |
4,508 |
0.60% |
|
|
| 23 |
TECK RESOURCES LTD |
203,680 |
4,080 |
0.54% |
|
|
| 24 |
FLOTEK INDS INC DEL COM NEW |
427,000 |
4,010 |
0.53% |
|
|
| 25 |
SM ENERGY CO |
100,000 |
3,448 |
0.46% |
|
|
| 26 |
CONCHO RESOURCES |
20,000 |
2,652 |
0.35% |
|
|
| 27 |
AMERICAN TOWER CORP NEW |
21,500 |
2,272 |
0.30% |
|
|
| 28 |
HI-CRUSH PARTNERS LP |
107,380 |
2,126 |
0.28% |
|
|
| 29 |
GENERAL MTRS CO |
60,234 |
2,099 |
0.28% |
|
|
| 30 |
PIONEER NAT RES CO |
10,000 |
1,801 |
0.24% |
|
|
| 31 |
ENTERPRISE PRODS PARTNERS L |
64,200 |
1,736 |
0.23% |
|
|
| 32 |
FOUNDATION MEDICINE INC COM |
90,147 |
1,596 |
0.21% |
|
|
| 33 |
ISHARES TR |
6,000 |
1,577 |
0.21% |
Put |
|
| 34 |
DIAMONDBACK ENERGY |
10,000 |
1,011 |
0.13% |
|
|
| 35 |
NXP SEMICONDUCTORS N V |
10,000 |
980 |
0.13% |
|
|
| 36 |
APPLE INC |
8,050 |
932 |
0.12% |
|
|
| 37 |
CALPINE CORP |
76,199 |
871 |
0.12% |
|
|
| 38 |
LogMeIn Inc |
5,647 |
545 |
0.07% |
|
|
| 39 |
OCLARO INC |
40,000 |
358 |
0.05% |
|
|
| 40 |
CEMEX SAB DE CV |
25,000 |
201 |
0.03% |
|
|
| 41 |
SQUARE INC |
10,000 |
136 |
0.02% |
|
|
| 42 |
ORGANOVO HLDGS INC |
24,000 |
81 |
0.01% |
|
|
