| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANTERO MIDSTREAM PARTNERS LP | 4,328,127 | 120,625,000 | 52.42% | ||
| 2 | Forum Energy Technologies Inc | 2,966,666 | 51,353,000 | 22.31% | ||
| 3 | KENNAMETAL INC | 2,282,502 | 50,466,000 | 21.93% | ||
| 4 | SOLAREDGE TECHNOLOGIES INC | 251,386 | 4,927,000 | 2.14% | ||
| 5 | ENPHASE ENERGY INC | 763,500 | 1,519,000 | 0.66% | ||
| 6 | LMI Aerospace, Inc. | 100,000 | 804,000 | 0.35% | ||
| 7 | BARNES GROUP INC COM | 10,000 | 331,000 | 0.14% | ||
| 8 | AVANTAX INC COM | 10,000 | 104,000 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001569740-16-000010, filed 2016.08.15).
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.
