You can click on the snapshots to view a more detailed description of their holdings
13F-HR/A For 9/30/18
You can see that they completely liquidated Antero Resources, and sold 1/4 of Antero Midstream. They also sold 82% of Avalara, a stock that is extremely overvalued, while also selling Kosmos.
View their holdings in histogram format at secinfo.com
Silk Road Ownership