| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AR | ANTERO RESOURCES CORP | 2.38% | 264,000 | $9,267,000 | No Change | $35.1 | 13F | |
| RRC | RANGE RESOURCES CORP | 1.39% | 150,000 | $5,398,000 | No Change | $35.99 | 13F | |
| EXE | EXPAND ENERGY CORP | 1.19% | 47,000 | $4,630,000 | No Change | $98.51 | 13F | |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | 0.78% | 178,000 | $3,037,000 | No Change | $17.06 | 13F | |
| FTI | TECHNIPFMC PLC | 0.49% | 66,000 | $1,908,000 | No Change | $28.91 | 13F |