| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANTERO MIDSTREAM PARTNERS LP | 4,328,127 | 95,695,000 | 51.11% | ||
| 2 | Forum Energy Technologies Inc | 2,966,666 | 39,160,000 | 20.91% | ||
| 3 | KENNAMETAL INC | 1,413,500 | 31,790,000 | 16.98% | ||
| 4 | OMEGA PROTEIN CORP COM | 610,800 | 10,347,000 | 5.53% | ||
| 5 | SOLAREDGE TECHNOLOGIES INC | 251,386 | 6,320,000 | 3.38% | ||
| 6 | ENPHASE ENERGY INC | 763,500 | 1,779,000 | 0.95% | ||
| 7 | IPG PHOTONICS CORP | 13,500 | 1,297,000 | 0.69% | ||
| 8 | LMI Aerospace, Inc. | 100,000 | 851,000 | 0.45% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001569740-16-000009, filed 2016.04.28).
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.
