| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOEGH LNG PARTNERS LP | 1,689,376 | 31,794,000 | 15.26% | ||
| 2 | EOG RES INC | 206,000 | 19,922,000 | 9.56% | ||
| 3 | U S SILICA HLDGS INC COM | 251,400 | 11,705,000 | 5.62% | ||
| 4 | CONCHO RESOURCES | 75,500 | 10,370,000 | 4.98% | ||
| 5 | FMC TECHNOLOGIES INC | 349,000 | 10,355,000 | 4.97% | ||
| 6 | GENER8 MARITIME INC | 2,001,320 | 10,247,000 | 4.92% | ||
| 7 | DEVON ENERGY CORP NEW | 230,400 | 10,163,000 | 4.88% | ||
| 8 | Laredo Petroleum Inc | 781,100 | 10,076,000 | 4.84% | ||
| 9 | PARSLEY ENERGY CLA A | 298,600 | 10,006,000 | 4.80% | ||
| 10 | FAIRMOUNT SANTROL HLDGS INC COM | 1,156,500 | 9,807,000 | 4.71% | ||
| 11 | DHT HOLDINGS INC | 10,712,000 | 9,520,000 | 4.57% | PRN | |
| 12 | NABORS INDUSTRIES LTD | 766,763 | 9,324,000 | 4.47% | ||
| 13 | 8point3 Energy Partners LP | 633,268 | 9,119,000 | 4.38% | ||
| 14 | ROYAL CARIBBEAN GROUP | 120,380 | 9,022,000 | 4.33% | ||
| 15 | GOLAR LNG LTD | 353,000 | 7,484,000 | 3.59% | ||
| 16 | CANADIAN SOLAR INC | 509,902 | 7,006,000 | 3.36% | ||
| 17 | DORIAN LPG LTD | 1,107,665 | 6,646,000 | 3.19% | ||
| 18 | HI-CRUSH PARTNERS LP | 344,800 | 5,289,000 | 2.54% | ||
| 19 | INDEPENDENCE CONTRACT DRIL I COM | 841,834 | 4,420,000 | 2.12% | ||
| 20 | GOLAR LNG PARTNERS LP | 154,148 | 3,026,000 | 1.45% | ||
| 21 | SCORPIO BULKERS INC COM | 568,200 | 1,966,000 | 0.94% | ||
| 22 | DIANA SHIPPING INC | 428,293 | 1,122,000 | 0.54% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-16-008762, filed 2016.11.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
