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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Riley Exploration Permain | $65.0M | 1784113 | 45.95% |
| 2 | Ramaco Resources Inc | $46.1M | 2979968 | 32.55% |
| 3 | Epsilon Energy Ltd | $17.7M | 2869560 | 12.49% |
| 4 | Ramaco Resources Inc | $12.8M | 1250613 | 9.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.