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 7,829 49,227 SH   SOLE   49,227 0 0
ADVANTAGE OIL & GAS LTD COM 00765F101 1,293 437,500 SH   SOLE   437,500 0 0
ANTERO RES CORP COM 03674X106 3,771 189,980 SH   SOLE   189,980 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 7,891 113,062 SH   SOLE   113,062 0 0
CABOT OIL & GAS CORP COM 127097103 2,998 125,000 SH   SOLE   125,000 0 0
CANADIAN NAT RES LTD COM 136385101 21,866 694,828 SH   SOLE   694,828 0 0
CELANESE CORP DEL COM SER A 150870103 13,035 130,081 SH   SOLE   130,081 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 691 37,630 SH   SOLE   37,630 0 0
CHEMOURS CO COM 163851108 13,315 273,347 SH   SOLE   273,347 0 0
CONTINENTAL RESOURCES INC COM 212015101 7,846 133,100 SH   SOLE   133,100 0 0
DELEK US HLDGS INC NEW COM 24665A103 20,654 507,477 SH   SOLE   507,477 0 0
DEVON ENERGY CORP NEW COM 25179M103 45,778 1,440,016 SH   SOLE   1,440,016 0 0
DOWDUPONT INC COM 26078J100 14,449 226,792 SH   SOLE   226,792 0 0
ENERPLUS CORP COM 292766102 9,223 820,635 SH   SOLE   820,635 0 0
EOG RES INC COM 26875P101 24,823 235,806 SH   SOLE   235,806 0 0
F M C CORP COM NEW 302491303 13,964 182,364 SH   SOLE   182,364 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 4,995 454,132 SH   SOLE   454,132 0 0
FTS INTERNATIONAL INC COM 30283W104 912 49,567 SH   SOLE   49,567 0 0
GARDNER DENVER HLDGS INC COM 36555P107 11,544 376,279 SH   SOLE   376,279 0 0
HELMERICH & PAYNE INC COM 423452101 8,133 122,187 SH   SOLE   122,187 0 0
HUNTSMAN CORP COM 447011107 7,031 240,376 SH   SOLE   240,376 0 0
KEANE GROUP INC COM 48669A108 6,170 416,875 SH   SOLE   416,875 0 0
KOSMOS ENERGY LTD SHS G5315B107 6,505 1,032,548 SH   SOLE   1,032,548 0 0
MARATHON OIL CORP COM 565849106 19,638 1,217,501 SH   SOLE   1,217,501 0 0
MARATHON PETE CORP COM 56585A102 3,875 52,998 SH   SOLE   52,998 0 0
MOSAIC CO NEW COM 61945C103 2,219 91,400 SH   SOLE   91,400 0 0
MRC GLOBAL INC COM 55345K103 5,915 359,800 SH   SOLE   359,800 0 0
NATIONAL OILWELL VARCO INC COM 637071101 7,631 207,300 SH   SOLE   207,300 0 0
NUTRIEN LTD COM 67077M108 5,563 117,700 SH   SOLE   117,700 0 0
ONEOK INC NEW COM 682680103 25,119 441,300 SH   SOLE   441,300 0 0
PATTERSON UTI ENERGY INC COM 703481101 10,629 607,043 SH   SOLE   607,043 0 0
PDC ENERGY INC COM 69327R101 9,541 194,600 SH   SOLE   194,600 0 0
PEMBINA PIPELINE CORP COM 706327103 34,849 1,117,678 SH   SOLE   1,117,678 0 0
PIONEER NAT RES CO COM 723787107 23,323 135,770 SH   SOLE   135,770 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 8,239 378,801 SH   SOLE   378,801 0 0
QEP RES INC COM 74733V100 10,529 1,075,520 SH   SOLE   1,075,520 0 0
RSP PERMIAN INC COM 74978Q105 19,254 410,714 SH   SOLE   410,714 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 1,236 97,968 SH   SOLE   97,968 0 0
SUNCOR ENERGY INC NEW COM 867224107 18,020 521,710 SH   SOLE   521,710 0 0
TECHNIPFMC PLC COM G87110105 13,173 447,297 SH   SOLE   447,297 0 0
TENARIS S A SPONSORED ADR 88031M109 30,231 871,968 SH   SOLE   871,968 0 0
VALERO ENERGY CORP NEW COM 91913Y100 12,168 131,162 SH   SOLE   131,162 0 0
VENATOR MATLS PLC SHS G9329Z100 4,661 257,652 SH   SOLE   257,652 0 0
WHITING PETE CORP NEW COM NEW 966387409 18,405 543,876 SH   SOLE   543,876 0 0
WPX ENERGY INC COM 98212B103 31,243 2,113,847 SH   SOLE   2,113,847 0 0