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
Estimated average burden
hours per response: 23.8
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 PRODS & CHEMS INC COM 009158106 15,962 105,556 SH   SOLE   105,556 0 0
ANDEAVOR COM 03349M105 51,666 500,879 SH   SOLE   500,879 0 0
BASIC ENERGY SVCS INC NEW COM NEW 06985P209 2,644 137,000 SH   SOLE   137,000 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 796 26,547 SH   SOLE   26,547 0 0
CABOT OIL & GAS CORP COM 127097103 9,584 358,292 SH   SOLE   358,292 0 0
CALLON PETE CO DEL COM 13123X102 29,684 2,640,881 SH   SOLE   2,640,881 0 0
CANADIAN NAT RES LTD COM 136385101 15,109 451,147 SH   SOLE   451,147 0 0
CELANESE CORP DEL COM SER A 150870103 18,751 179,829 SH   SOLE   179,829 0 0
CHEMOURS CO COM 163851108 16,753 331,030 SH   SOLE   331,030 0 0
CIMAREX ENERGY CO COM 171798101 18,695 164,469 SH   SOLE   164,469 0 0
CONOCOPHILLIPS COM 20825C104 15,982 319,315 SH   SOLE   319,315 0 0
CONTINENTAL RESOURCES INC COM 212015101 46,655 1,208,354 SH   SOLE   1,208,354 0 0
DEVON ENERGY CORP NEW COM 25179M103 43,959 1,197,475 SH   SOLE   1,197,475 0 0
DOWDUPONT INC COM 26078J100 38,408 554,791 SH   SOLE   554,791 0 0
EARTHSTONE ENERGY INC CL A 27032D304 823 74,887 SH   SOLE   74,887 0 0
EASTMAN CHEM CO COM 277432100 11,013 121,703 SH   SOLE   121,703 0 0
ENCANA CORP COM 292505104 11,302 959,438 SH   SOLE   959,438 0 0
ENERPLUS CORP COM 292766102 14,690 1,488,934 SH   SOLE   1,488,934 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 10,308 669,796 SH   SOLE   669,796 0 0
F M C CORP COM NEW 302491303 25,172 281,849 SH   SOLE   281,849 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 2,084 131,100 SH   SOLE   131,100 0 0
HALCON RES CORP COM PAR NEW 40537Q605 4,303 632,776 SH   SOLE   632,776 0 0
HALLIBURTON CO COM 406216101 24,201 525,761 SH   SOLE   525,761 0 0
JAGGED PEAK ENERGY INC COM 47009K107 7,181 525,705 SH   SOLE   525,705 0 0
KEANE GROUP INC COM 48669A108 13,246 794,141 SH   SOLE   794,141 0 0
MAMMOTH ENERGY SVCS INC COM 56155L108 366 21,699 SH   SOLE   21,699 0 0
MRC GLOBAL INC COM 55345K103 7,913 452,443 SH   SOLE   452,443 0 0
NOBLE ENERGY INC COM 655044105 2,180 76,854 SH   SOLE   76,854 0 0
OLIN CORP COM PAR $1 680665205 3,217 93,923 SH   SOLE   93,923 0 0
ONEOK INC NEW COM 682680103 25,039 451,890 SH   SOLE   451,890 0 0
PARSLEY ENERGY INC CL A 701877102 29,834 1,132,640 SH   SOLE   1,132,640 0 0
PATTERSON UTI ENERGY INC COM 703481101 26,559 1,268,348 SH   SOLE   1,268,348 0 0
PBF ENERGY INC CL A 69318G106 3,062 110,900 SH   SOLE   110,900 0 0
PEMBINA PIPELINE CORP COM 706327103 19,135 545,342 SH   SOLE   545,342 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 26,819 1,226,300 SH   SOLE   1,226,300 0 0
PROPETRO HLDG CORP COM 74347M108 7,560 526,828 SH   SOLE   526,828 0 0
QEP RES INC COM 74733V100 10,772 1,257,000 SH   SOLE   1,257,000 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 2,988 100,625 SH   SOLE   100,625 0 0
RPC INC COM 749660106 3,458 139,500 SH   SOLE   139,500 0 0
RSP PERMIAN INC COM 74978Q105 22,995 664,800 SH   SOLE   664,800 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 1,571 98,673 SH   SOLE   98,673 0 0
SHERWIN WILLIAMS CO COM 824348106 20,599 57,533 SH   SOLE   57,533 0 0
SRC ENERGY INC COM 78470V108 15,560 1,609,075 SH   SOLE   1,609,075 0 0
TECHNIPFMC PLC COM G87110105 9,470 339,200 SH   SOLE   339,200 0 0
TENARIS S A SPONSORED ADR 88031M109 5,895 208,242 SH   SOLE   208,242 0 0
TRANSCANADA CORP COM 89353D107 1,341 27,138 SH   SOLE   27,138 0 0
TRINSEO S A SHS L9340P101 9,426 140,471 SH   SOLE   140,471 0 0
TRONOX LTD SHS CL A Q9235V101 11,633 551,317 SH   SOLE   551,317 0 0
U S SILICA HLDGS INC COM 90346E103 9,722 312,919 SH   SOLE   312,919 0 0
VALERO ENERGY CORP NEW COM 91913Y100 17,726 230,412 SH   SOLE   230,412 0 0
WPX ENERGY INC COM 98212B103 30,996 2,695,269 SH   SOLE   2,695,269 0 0