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
ALBEMARLE CORP COM 012653101 11,962 119,885 SH   SOLE   119,885 0 0
ANADARKO PETE CORP COM 032511107 20,997 311,475 SH   SOLE   311,475 0 0
APERGY CORP COM 03755L104 7,389 169,619 SH   SOLE   169,619 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 11,067 131,966 SH   SOLE   131,966 0 0
BAYTEX ENERGY CORP COM 07317Q105 1,651 568,500 SH   SOLE   568,500 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 1,805 86,765 SH   SOLE   86,765 0 0
CABOT CORP COM 127055101 13,914 221,851 SH   SOLE   221,851 0 0
CABOT OIL & GAS CORP COM 127097103 10,847 481,639 SH   SOLE   481,639 0 0
CARRIZO OIL & GAS INC COM 144577103 18,935 751,400 SH   SOLE   751,400 0 0
CF INDS HLDGS INC COM 125269100 4,812 88,400 SH   SOLE   88,400 0 0
CHART INDS INC COM PAR $0.01 16115Q308 7,163 91,441 SH   SOLE   91,441 0 0
CHEMOURS CO COM 163851108 16,672 422,730 SH   SOLE   422,730 0 0
CIMAREX ENERGY CO COM 171798101 19,917 214,300 SH   SOLE   214,300 0 0
CONOCOPHILLIPS COM 20825C104 14,141 182,700 SH   SOLE   182,700 0 0
DELEK US HLDGS INC NEW COM 24665A103 8,070 190,194 SH   SOLE   190,194 0 0
DIAMONDBACK ENERGY INC COM 25278X109 34,251 253,352 SH   SOLE   253,352 0 0
ENBRIDGE INC COM 29250N105 4,093 126,759 SH   SOLE   126,759 0 0
ENERPLUS CORP COM 292766102 12,317 997,214 SH   SOLE   997,214 0 0
ENI S P A SPONSORED ADR 26874R108 7,841 208,200 SH   SOLE   208,200 0 0
EXXON MOBIL CORP COM 30231G102 22,301 262,300 SH   SOLE   262,300 0 0
F M C CORP COM NEW 302491303 13,190 151,293 SH   SOLE   151,293 0 0
FTS INTERNATIONAL INC COM 30283W104 4,898 415,450 SH   SOLE   415,450 0 0
GARDNER DENVER HLDGS INC COM 36555P107 4,127 145,609 SH   SOLE   145,609 0 0
GRACE W R & CO DEL NEW COM 38388F108 14,539 203,459 SH   SOLE   203,459 0 0
HELMERICH & PAYNE INC COM 423452101 10,061 146,300 SH   SOLE   146,300 0 0
KEANE GROUP INC COM 48669A108 2,270 183,477 SH   SOLE   183,477 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 1,036 69,000 SH   SOLE   69,000 0 0
MARATHON OIL CORP COM 565849106 41,168 1,768,377 SH   SOLE   1,768,377 0 0
MARATHON PETE CORP COM 56585A102 7,291 91,172 SH   SOLE   91,172 0 0
MASTEC INC COM 576323109 6,884 154,170 SH   SOLE   154,170 0 0
MDU RES GROUP INC COM 552690109 10,646 414,400 SH   SOLE   414,400 0 0
NABORS INDUSTRIES LTD SHS G6359F103 18,563 3,013,482 SH   SOLE   3,013,482 0 0
NEWFIELD EXPL CO COM 651290108 13,899 482,100 SH   SOLE   482,100 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 8,396 2,098,877 SH   SOLE   2,098,877 0 0
NUTRIEN LTD COM 67077M108 3,958 68,600 SH   SOLE   68,600 0 0
OCEANEERING INTL INC COM 675232102 2,585 93,658 SH   SOLE   93,658 0 0
ONEOK INC NEW COM 682680103 34,115 503,246 SH   SOLE   503,246 0 0
PAR PACIFIC HOLDINGS INC COM NEW 69888T207 1,483 72,700 SH   SOLE   72,700 0 0
PARSLEY ENERGY INC CL A 701877102 24,229 828,334 SH   SOLE   828,334 0 0
PDC ENERGY INC COM 69327R101 8,313 169,785 SH   SOLE   169,785 0 0
PEMBINA PIPELINE CORP COM 706327103 21,440 630,805 SH   SOLE   630,805 0 0
PHILLIPS 66 COM 718546104 25,265 224,136 SH   SOLE   224,136 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 18,493 753,888 SH   SOLE   753,888 0 0
PROPETRO HLDG CORP COM 74347M108 330 20,000 SH   SOLE   20,000 0 0
QUANTA SVCS INC COM 74762E102 2,944 88,200 SH   SOLE   88,200 0 0
RANGE RES CORP COM 75281A109 9,098 535,487 SH   SOLE   535,487 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 1,030 54,677 SH   SOLE   54,677 0 0
SCHLUMBERGER LTD COM 806857108 2,997 49,200 SH   SOLE   49,200 0 0
SM ENERGY CO COM 78454L100 1,116 35,400 SH   SOLE   35,400 0 0
TENARIS S A SPONSORED ADR 88031M109 20,071 598,785 SH   SOLE   598,785 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 515 114,100 SH   SOLE   114,100 0 0
TRANSOCEAN LTD REG SHS H8817H100 2,189 156,900 SH   SOLE   156,900 0 0
UNIVAR INC COM 91336L107 4,209 137,279 SH   SOLE   137,279 0 0
WHITING PETE CORP NEW COM NEW 966387409 38,197 720,150 SH   SOLE   720,150 0 0
WILDHORSE RESOURCE DEV CORP COM 96812T102 7,917 334,897 SH   SOLE   334,897 0 0
WILLIAMS COS INC DEL COM 969457100 14,657 539,072 SH   SOLE   539,072 0 0
WPX ENERGY INC COM 98212B103 20,410 1,014,423 SH   SOLE   1,014,423 0 0