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 13,932 83,400 SH   SOLE   83,400 0 0
Albemarle Corporation COM 012653101 1,507 15,100 SH   SOLE   15,100 0 0
Anadarko Petroleum Corporation COM 032511107 9,410 139,600 SH   SOLE   139,600 0 0
Andeavor COM 03349M105 14,963 97,480 SH   SOLE   97,480 0 0
Apache Corporation COM 037411105 5,115 107,300 SH   SOLE   107,300 0 0
Avery Dennison Corporation COM 053611109 1,387 12,800 SH   SOLE   12,800 0 0
Baker Hughes, a GE company Class A COM 05722G100 2,808 83,000 SH   SOLE   83,000 0 0
Ball Corporation COM 058498106 6,920 157,300 SH   SOLE   157,300 0 0
Cabot Oil & Gas Corporation COM 127097103 2,554 113,400 SH   SOLE   113,400 0 0
CF Industries Holdings, Inc. COM 125269100 5,531 101,600 SH   SOLE   101,600 0 0
Cheniere Energy, Inc. COM 16411R208 6,998 100,700 SH   SOLE   100,700 0 0
Chevron Corporation COM 166764100 69,614 569,300 SH   SOLE   569,300 0 0
Cimarex Energy Company COM 171798101 2,500 26,900 SH   SOLE   26,900 0 0
Concho Resources Inc. COM 20605P101 8,316 54,440 SH   SOLE   54,440 0 0
ConocoPhillips COM 20825C104 33,607 434,200 SH   SOLE   434,200 0 0
Continental Resources, Inc. COM 212015101 7,443 109,000 SH   SOLE   109,000 0 0
Devon Energy Corporation COM 25179M103 5,588 139,900 SH   SOLE   139,900 0 0
Diamondback Energy, Inc. COM 25278X109 5,502 40,700 SH   SOLE   40,700 0 0
DowDuPont Inc. COM 26078J100 29,019 451,235 SH   SOLE   451,235 0 0
Eastman Chemical Company COM 277432100 6,911 72,200 SH   SOLE   72,200 0 0
Ecolab Inc. COM 278865100 7,682 49,000 SH   SOLE   49,000 0 0
EOG Resources, Inc. COM 26875P101 35,515 278,400 SH   SOLE   278,400 0 0
EQT Corporation COM 26884L109 3,583 81,000 SH   SOLE   81,000 0 0
Exxon Mobil Corporation COM 30231G102 120,484 1,417,130 SH   SOLE   1,417,130 0 0
FMC Corporation COM 302491303 1,717 19,700 SH   SOLE   19,700 0 0
Freeport-McMoRan, Inc. COM 35671D857 2,465 177,100 SH   SOLE   177,100 0 0
Halliburton Company COM 406216101 11,262 277,870 SH   SOLE   277,870 0 0
Helmerich & Payne, Inc. COM 423452101 2,311 33,600 SH   SOLE   33,600 0 0
Hess Corporation COM 42809H107 5,089 71,100 SH   SOLE   71,100 0 0
HollyFrontier Corporation COM 436106108 3,516 50,300 SH   SOLE   50,300 0 0
International Flavors & Fragrances Inc. COM 459506101 1,447 10,400 SH   SOLE   10,400 0 0
International Paper Company COM 460146103 2,752 56,000 SH   SOLE   56,000 0 0
Kinder Morgan, Inc. COM 49456B101 8,936 504,000 SH   SOLE   504,000 0 0
LyondellBasell Industries N.V. COM N53745100 13,244 129,200 SH   SOLE   129,200 0 0
Marathon Oil Corporation COM 565849106 14,306 614,500 SH   SOLE   614,500 0 0
Marathon Petroleum Corporation COM 56585A102 12,483 156,100 SH   SOLE   156,100 0 0
Martin Marietta Materials, Inc. COM 573284106 1,583 8,700 SH   SOLE   8,700 0 0
Mosaic Company COM 61945C103 3,862 118,901 SH   SOLE   118,901 0 0
National Oilwell Varco, Inc. COM 637071101 4,696 109,000 SH   SOLE   109,000 0 0
Newfield Exploration Company COM 651290108 1,612 55,900 SH   SOLE   55,900 0 0
Newmont Mining Corporation COM 651639106 2,220 73,500 SH   SOLE   73,500 0 0
Noble Energy, Inc. COM 655044105 4,357 139,700 SH   SOLE   139,700 0 0
Nucor Corporation COM 670346105 2,785 43,900 SH   SOLE   43,900 0 0
Occidental Petroleum Corporation COM 674599105 29,318 356,800 SH   SOLE   356,800 0 0
ONEOK, Inc. COM 682680103 7,403 109,200 SH   SOLE   109,200 0 0
Packaging Corporation of America COM 695156109 1,448 13,200 SH   SOLE   13,200 0 0
Phillips 66 COM 718546104 18,991 168,475 SH   SOLE   168,475 0 0
Pioneer Natural Resources Company COM 723787107 8,588 49,300 SH   SOLE   49,300 0 0
PPG Industries, Inc. COM 693506107 4,529 41,500 SH   SOLE   41,500 0 0
Praxair, Inc. COM 74005P104 7,908 49,200 SH   SOLE   49,200 0 0
Schlumberger Limited COM 806857108 27,670 454,200 SH   SOLE   454,200 0 0
Sherwin-Williams Company COM 824348106 5,189 11,400 SH   SOLE   11,400 0 0
Steel Dynamics, Inc. COM 858119100 4,465 98,800 SH   SOLE   98,800 0 0
TechnipFMC plc COM G87110105 8,263 264,400 SH   SOLE   264,400 0 0
Total S.A. ADR COM 89151E109 5,042 78,300 SH   SOLE   78,300 0 0
Valero Energy Corporation COM 91913Y100 22,932 201,600 SH   SOLE   201,600 0 0
Vulcan Materials Company COM 929160109 2,079 18,700 SH   SOLE   18,700 0 0
WestRock Company COM 96145D105 2,068 38,700 SH   SOLE   38,700 0 0
Whiting Petroleum Corporation COM 966387409 2,736 51,575 SH   SOLE   51,575 0 0
Williams Companies, Inc. COM 969457100 17,021 626,000 SH   SOLE   626,000 0 0