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
ANADARKO PETE CORP COM 032511107 1,371 22,700 SH   SOLE   22,700 0 0
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 1,766 110,416 SH   SOLE   110,416 0 0
ANTERO RES CORP COM 03674X106 108,099 5,445,777 SH   SOLE   5,445,777 0 0
ANTERO RES CORP COM 03674X106 193 700,000 SH Call SOLE   0 0 700,000
ARCH COAL INC CL A 039380407 23,831 259,366 SH   SOLE   259,366 0 0
BASIC ENERGY SVCS INC NEW COM NEW 06985P209 31,349 2,170,952 SH   SOLE   2,170,952 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 26,277 1,017,715 SH   SOLE   1,017,715 0 0
CALLON PETE CO DEL COM 13123X102 17,931 1,354,278 SH   SOLE   1,354,278 0 0
CAMECO CORP COM 13321L108 125 1,000,000 SH Put SOLE   0 0 1,000,000
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 950 34,410 SH   SOLE   34,410 0 0
CLEVELAND CLIFFS INC COM 185899101 41,052 5,906,772 SH   SOLE   5,906,772 0 0
CNX RESOURCES CORPORATION COM 12653C108 92,731 6,009,789 SH   SOLE   6,009,789 0 0
CREDIT SUISSE NASSAU BRH 3X LONG GOLD 22542D688 4,273 374,485 SH   SOLE   374,485 0 0
CSX CORP COM 126408103 2,228 40,000 SH   SOLE   40,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 46,875 1,474,526 SH   SOLE   1,474,526 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,862 3,038,900 SH Call SOLE   0 0 3,038,900
ENERGEN CORP COM 29265N108 314 5,000 SH   SOLE   5,000 0 0
ENERPLUS CORP COM 292766102 394 35,000 SH   SOLE   35,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 147 1,465,000 SH Call SOLE   0 0 1,465,000
EQT CORP COM 26884L109 34,133 718,442 SH   SOLE   718,442 0 0
EURONAV NV ANTWERPEN SHS B38564108 197 24,000 SH   SOLE   24,000 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 12,835 3,020,000 SH   SOLE   3,020,000 0 0
FTS INTERNATIONAL INC COM 30283W104 27 1,493,027 SH   SOLE   1,493,027 0 0
GENESEE & WYO INC CL A 371559105 1,442 20,375 SH   SOLE   20,375 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 602 22,000 SH   SOLE   22,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 998 65,000 SH   SOLE   65,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 5,761 995,000 SH   SOLE   995,000 0 0
HESS CORP COM 42809H107 74,710 1,475,893 SH   SOLE   1,475,893 0 0
KOSMOS ENERGY LTD SHS G5315B107 10,553 1,675,061 SH   SOLE   1,675,061 0 0
LILIS ENERGY INC COM NEW 532403201 284 71,529 SH   SOLE   71,529 0 0
LOUISIANA PAC CORP COM 546347105 2,152 74,800 SH   SOLE   74,800 0 0
MARATHON OIL CORP COM 565849106 552 34,201 SH   SOLE   34,201 0 0
NOBLE ENERGY INC COM 655044105 29,093 960,180 SH   SOLE   960,180 0 0
NORFOLK SOUTHERN CORP COM 655844108 2,322 17,100 SH   SOLE   17,100 0 0
OASIS PETE INC NEW COM 674215108 8,421 1,039,674 SH   SOLE   1,039,674 0 0
PACKAGING CORP AMER COM 695156109 1,728 15,335 SH   SOLE   15,335 0 0
PARSLEY ENERGY INC CL A 701877102 126,832 4,375,009 SH   SOLE   4,375,009 0 0
PATTERSON UTI ENERGY INC COM 703481101 7,749 442,543 SH   SOLE   442,543 0 0
PEABODY ENERGY CORP NEW COM 704551100 38,102 1,043,897 SH   SOLE   1,043,897 0 0
PEMBINA PIPELINE CORP COM 706327103 937 30,056 SH   SOLE   30,056 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 53,841 3,807,681 SH   SOLE   3,807,681 0 0
PIONEER NAT RES CO COM 723787107 72,065 419,522 SH   SOLE   419,522 0 0
PIONEER NAT RES CO COM 723787107 2,800 500,000 SH Call SOLE   0 0 500,000
PROSHARES TR II ULTRA SILVER NEW 74347W353 11,290 363,140 SH   SOLE   363,140 0 0
QEP RES INC COM 74733V100 43,053 4,397,666 SH   SOLE   4,397,666 0 0
RANGE RES CORP COM 75281A109 116,959 8,043,977 SH   SOLE   8,043,977 0 0
RANGE RES CORP COM 75281A109 441 2,071,400 SH Call SOLE   0 0 2,071,400
RSP PERMIAN INC COM 74978Q105 992 21,151 SH   SOLE   21,151 0 0
SM ENERGY CO COM 78454L100 91,786 5,090,730 SH   SOLE   5,090,730 0 0
SOUTHWESTERN ENERGY CO COM 845467109 26,630 6,150,000 SH   SOLE   6,150,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 15,451 122,829 SH   SOLE   122,829 0 0
TARGA RES CORP COM 87612G101 7 270,800 SH Call SOLE   0 0 270,800
TECK RESOURCES LTD CL B 878742204 15,609 606,322 SH   SOLE   606,322 0 0
TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UN Y8565J101 18 8,000 SH   SOLE   8,000 0 0
TELLURIAN INC NEW COM 87968A104 151 21,000 SH   SOLE   21,000 0 0
TURQUOISE HILL RES LTD COM 900435108 21,412 6,991,156 SH   SOLE   6,991,156 0 0
VALE S A ADR 91912E105 23,008 1,808,787 SH   SOLE   1,808,787 0 0
WARRIOR MET COAL INC COM 93627C101 34,842 1,243,923 SH   SOLE   1,243,923 0 0
WESTROCK CO COM 96145D105 1,916 29,857 SH   SOLE   29,857 0 0
WHITING PETE CORP NEW COM NEW 966387409 122,275 3,613,321 SH   SOLE   3,613,321 0 0
WPX ENERGY INC COM 98212B103 72,262 4,889,168 SH   SOLE   4,889,168 0 0