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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	BKV Corp	15.4
	Consol Energy Inc	14.4
	National Energy Services Reunited Corp	11.8
	Vista Oil & Gas SAB de CV	9.4
	Cameco Corp	6.4
	Ikonics Corp	6.0
	Kosmos Energy Ltd	5.7
	Fluor Corp	5.0
	Solaris Oilfield Infrastructure Inc	4.8
	Century Aluminum Co	4.8
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Holdings by Sector ($M)

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