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 12,699 77,396 SH   SOLE   77,396 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 5,034 70,700 SH   SOLE   70,700 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 8,564 255,881 SH   SOLE   255,881 0 0
CABOT OIL & GAS CORP COM 127097103 864 30,200 SH   SOLE   30,200 0 0
CELANESE CORP DEL COM SER A 150870103 15,696 146,582 SH   SOLE   146,582 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 8,912 450,100 SH   SOLE   450,100 0 0
CHEMOURS CO COM 163851108 15,425 308,130 SH   SOLE   308,130 0 0
CIMAREX ENERGY CO COM 171798101 19,061 156,226 SH   SOLE   156,226 0 0
CONOCOPHILLIPS COM 20825C104 7,767 141,497 SH   SOLE   141,497 0 0
CONTINENTAL RESOURCES INC COM 212015101 21,721 410,068 SH   SOLE   410,068 0 0
DEVON ENERGY CORP NEW COM 25179M103 14,427 348,483 SH   SOLE   348,483 0 0
DIAMONDBACK ENERGY INC COM 25278X109 19,175 151,878 SH   SOLE   151,878 0 0
DOWDUPONT INC COM 26078J100 29,886 419,628 SH   SOLE   419,628 0 0
ENBRIDGE INC COM 29250N105 12,533 320,457 SH   SOLE   320,457 0 0
ENERGEN CORP COM 29265N108 14,309 248,550 SH   SOLE   248,550 0 0
ENERPLUS CORP COM 292766102 5,407 552,034 SH   SOLE   552,034 0 0
EQT CORP COM 26884L109 1,508 26,500 SH   SOLE   26,500 0 0
F M C CORP COM NEW 302491303 18,574 196,216 SH   SOLE   196,216 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 11,002 707,532 SH   SOLE   707,532 0 0
GARDNER DENVER HLDGS INC COM 36555P107 6,257 184,403 SH   SOLE   184,403 0 0
GULFPORT ENERGY CORP COM NEW 402635304 2,181 170,956 SH   SOLE   170,956 0 0
HALLIBURTON CO COM 406216101 12,813 262,194 SH   SOLE   262,194 0 0
HUNTSMAN CORP COM 447011107 7,288 218,922 SH   SOLE   218,922 0 0
JAGGED PEAK ENERGY INC COM 47009K107 5,678 359,805 SH   SOLE   359,805 0 0
KEANE GROUP INC COM 48669A108 10,704 563,095 SH   SOLE   563,095 0 0
LAREDO PETROLEUM INC COM 516806106 6,589 621,000 SH   SOLE   621,000 0 0
MRC GLOBAL INC COM 55345K103 2,956 174,720 SH   SOLE   174,720 0 0
NOBLE ENERGY INC COM 655044105 12,020 412,500 SH   SOLE   412,500 0 0
OLIN CORP COM PAR $1 680665205 4,202 118,100 SH   SOLE   118,100 0 0
ONEOK INC NEW COM 682680103 6,975 130,500 SH   SOLE   130,500 0 0
PATTERSON UTI ENERGY INC COM 703481101 12,194 529,944 SH   SOLE   529,944 0 0
PEMBINA PIPELINE CORP COM 706327103 21,580 596,005 SH   SOLE   596,005 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 10,053 457,994 SH   SOLE   457,994 0 0
PRAXAIR INC COM 74005P104 9,219 59,600 SH   SOLE   59,600 0 0
RPC INC COM 749660106 1,134 44,400 SH   SOLE   44,400 0 0
RSP PERMIAN INC COM 74978Q105 22,292 547,983 SH   SOLE   547,983 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 1,377 75,475 SH   SOLE   75,475 0 0
SUNCOR ENERGY INC NEW COM 867224107 13,880 377,983 SH   SOLE   377,983 0 0
TECHNIPFMC PLC COM G87110105 3,383 108,055 SH   SOLE   108,055 0 0
TENARIS S A SPONSORED ADR 88031M109 4,350 136,522 SH   SOLE   136,522 0 0
ULTRA PETROLEUM CORP COM NEW 903914208 2,207 243,561 SH   SOLE   243,561 0 0
VENATOR MATLS PLC SHS G9329Z100 8,136 367,800 SH   SOLE   367,800 0 0
WHITING PETE CORP NEW COM NEW 966387409 8,801 332,355 SH   SOLE   332,355 0 0
WPX ENERGY INC COM 98212B103 13,772 978,831 SH   SOLE   978,831 0 0