The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Air Products and Chemicals, Inc. COM 009158106 3,977 26,300 SH   SOLE   26,300 0 0
Albemarle Corp. COM 012653101 7,920 58,100 SH   SOLE   58,100 0 0
Anadarko Petroleum Corp. COM 032511107 8,358 171,100 SH   SOLE   171,100 0 0
Andeavor Corp. COM 03349M105 12,337 119,600 SH   SOLE   119,600 0 0
Baker Hughes, Inc. COM 05722G100 3,299 90,100 SH   SOLE   90,100 0 0
Callon Petroleum Co. COM 13123X102 3,074 273,500 SH   SOLE   273,500 0 0
Cheniere Energy, Inc. COM 16411R208 3,887 86,300 SH   SOLE   86,300 0 0
Chevron Corp. COM 166764100 64,073 545,300 SH   SOLE   545,300 0 0
Cimarex Energy Co. COM 171798101 9,253 81,400 SH   SOLE   81,400 0 0
ConocoPhillips COM 20825C104 27,402 547,500 SH   SOLE   547,500 0 0
Concho Resources Inc COM 20605P101 11,736 89,100 SH   SOLE   89,100 0 0
Diamondback Energy, Inc. COM 25278X109 7,337 74,900 SH   SOLE   74,900 0 0
DowDuPont Inc. COM 26078J100 43,957 634,935 SH   SOLE   634,935 0 0
Eastman Chemical Co. COM 277432100 9,447 104,400 SH   SOLE   104,400 0 0
Enbridge Inc. COM 29250N105 5,718 136,673 SH   SOLE   136,673 0 0
Energen Corp. COM 29265N108 1,870 34,200 SH   SOLE   34,200 0 0
EOG Resources, Inc. COM 26875P101 18,390 190,100 SH   SOLE   190,100 0 0
EQT Corp. COM 26884L109 7,379 113,100 SH   SOLE   113,100 0 0
Exxon Mobil Corp. COM 30231G102 128,686 1,569,730 SH   SOLE   1,569,730 0 0
Forum Energy Technologies, Inc. COM 34984V100 2,666 167,700 SH   SOLE   167,700 0 0
Freeport-McMoRan Inc. COM 35671D857 5,598 398,700 SH   SOLE   398,700 0 0
Halliburton Co. COM 406216101 21,762 472,770 SH   SOLE   472,770 0 0
Kinder Morgan, Inc. COM 49456B101 5,549 289,300 SH   SOLE   289,300 0 0
LyondellBasell Industries N.V. COM N53745100 20,048 202,400 SH   SOLE   202,400 0 0
Monsanto Co. COM 61166W101 18,021 150,400 SH   SOLE   150,400 0 0
National Oilwell Varco, Inc. COM 637071101 5,070 141,900 SH   SOLE   141,900 0 0
Noble Energy, Inc. COM 655044105 8,653 305,100 SH   SOLE   305,100 0 0
Occidental Petroleum Corp. COM 674599105 17,645 274,800 SH   SOLE   274,800 0 0
Oil States International, Inc. COM 678026105 4,566 180,100 SH   SOLE   180,100 0 0
Packaging Corp. of America COM 695156109 6,055 52,800 SH   SOLE   52,800 0 0
Parsley Energy, Inc. (Class A) COM 701877102 5,734 217,700 SH   SOLE   217,700 0 0
Phillips 66 COM 718546104 15,984 174,475 SH   SOLE   174,475 0 0
Pioneer Natural Resources Co. COM 723787107 12,202 82,700 SH   SOLE   82,700 0 0
PPG Industries, Inc. COM 693506107 12,452 114,600 SH   SOLE   114,600 0 0
Range Resources Corp. COM 75281A109 6,303 322,100 SH   SOLE   322,100 0 0
Reliance Steel & Aluminum Co. COM 759509102 2,597 34,100 SH   SOLE   34,100 0 0
RSP Permian, Inc. COM 74978Q105 5,016 145,000 SH   SOLE   145,000 0 0
Schlumberger Ltd COM 806857108 36,652 525,400 SH   SOLE   525,400 0 0
SPDR Gold Trust COM 78463V107 4,280 35,200 SH   SOLE   35,200 0 0
Steel Dynamics, Inc. COM 858119100 4,616 133,900 SH   SOLE   133,900 0 0
Targa Resources Corp. COM 87612G101 9,157 193,600 SH   SOLE   193,600 0 0
Williams Co., Inc. COM 969457100 13,222 440,600 SH   SOLE   440,600 0 0
Valero Energy Corp. COM 91913Y100 17,848 232,000 SH   SOLE   232,000 0 0
Weatherford International plc COM G48833100 5,451 1,190,100 SH   SOLE   1,190,100 0 0
Whiting Petroleum Corp. COM 966387102 1,373 251,500 SH   SOLE   251,500 0 0