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
ACUITY BRANDS INC COM 00508Y102 5,423 34,500 SH   SOLE   34,500 0 0
AECOM COM 00766T100 96,989 2,969,657 SH   SOLE   2,969,657 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 287,643 1,721,899 SH   SOLE   1,721,899 0 0
AK STEEL HOLDING CORP COM 001547108 5,174 1,055,976 SH   SOLE   1,055,976 0 0
ALTRA INDUSTRIAL MOTION CORP COM 02208R106 4,873 118,000 SH   SOLE   118,000 0 0
AMERICAN ELECTRIC POWER COM 025537101 54,229 765,082 SH   SOLE   765,082 0 0
ANADARKO PETROLEUM CORP COM 032511107 15,134 224,500 SH   SOLE   224,500 0 0
ARCH COAL INC - A COM 039380407 4,854 54,300 SH   SOLE   54,300 0 0
ARCHER-DANIELS-MIDLAND CO COM 039483102 1,508 30,000 SH   SOLE   30,000 0 0
ARCONIC INC COM 03965L100 3,997 181,600 SH   SOLE   181,600 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 222,528 2,653,562 SH   SOLE   2,653,562 0 0
BERRY GLOBAL GROUP INC COM 08579W103 312,429 6,456,488 SH   SOLE   6,456,488 0 0
BHP BILLITON LTD-SPON ADR ADR 088606108 8,268 165,891 SH   SOLE   165,891 0 0
BHP BILLITON PLC-ADR ADR 05545E209 8,062 183,300 SH   SOLE   183,300 0 0
BJ'S WHOLESALE CLUB HOLDINGS COM 05550J101 2,009 75,000 SH   SOLE   75,000 0 0
C.H. ROBINSON WORLDWIDE INC COM 12541W209 84,301 860,913 SH   SOLE   860,913 0 0
CABOT OIL & GAS CORP COM 127097103 210,457 9,345,319 SH   SOLE   9,345,319 0 0
CALLON PETROLEUM CO COM 13123X102 66,612 5,555,596 SH   SOLE   5,555,596 0 0
CANADIAN NATL RAILWAY CO COM 136375102 20 227 SH   SOLE   227 0 0
CANADIAN NATURAL RESOURCES COM 136385101 14,891 455,800 SH   SOLE   455,800 0 0
CANADIAN SOLAR INC COM 136635109 38,722 2,670,507 SH   SOLE   2,670,507 0 0
CATERPILLAR INC COM 149123101 36,740 240,931 SH   SOLE   240,931 0 0
CENOVUS ENERGY INC COM 15135U109 78,363 7,799,400 SH   SOLE   7,799,400 0 0
CENTERPOINT ENERGY INC COM 15189T107 173,810 6,286,100 SH   SOLE   6,286,100 0 0
COMMERCIAL METALS CO COM 201723103 13,245 645,451 SH   SOLE   645,451 0 0
CONCHO RESOURCES INC COM 20605P101 18,299 119,800 SH   SOLE   119,800 0 0
CONSOL ENERGY INC COM 20854L108 6,919 169,536 SH   SOLE   169,536 0 0
CRISPR THERAPEUTICS AG COM H17182108 5,974 134,700 SH   SOLE   134,700 0 0
DELEK US HOLDINGS INC COM 24665A103 11,125 262,198 SH   SOLE   262,198 0 0
DIEBOLD NIXDORF INC COM 253651103 1,125 250,000 SH   SOLE   250,000 0 0
DOMINION ENERGY INC COM 25746U109 56,783 807,956 SH   SOLE   807,956 0 0
DOVER CORP COM 260003108 7,746 87,500 SH   SOLE   87,500 0 0
DOWDUPONT INC COM 26078J100 29,660 461,214 SH   SOLE   461,214 0 0
DUKE ENERGY CORP COM 26441C204 137,270 1,715,451 SH   SOLE   1,715,451 0 0
EL PASO ELECTRIC CO COM 283677854 3,432 60,000 SH   SOLE   60,000 0 0
ENCANA CORP COM 292505104 17,956 1,369,121 SH   SOLE   1,369,121 0 0
ENERPLUS CORP COM 292766102 2,471 200,000 SH   SOLE   200,000 0 0
ENTASIS THERAPEUTICS HOLDING COM 293614103 2,130 195,750 SH   SOLE   195,750 0 0
ENTERGY CORP COM 29364G103 136,062 1,677,086 SH   SOLE   1,677,086 0 0
EVERGY INC COM 30034W106 33,021 601,249 SH   SOLE   601,249 0 0
EVOLUS INC COM 30052C107 3,423 183,860 SH   SOLE   183,860 0 0
EXTRACTION OIL & GAS INC COM 30227M105 87,621 7,760,895 SH   SOLE   7,760,895 0 0
FERRO CORP COM 315405100 70,671 3,043,536 SH   SOLE   3,043,536 0 0
FIRST SOLAR INC COM 336433107 57,046 1,178,153 SH   SOLE   1,178,153 0 0
FIRSTENERGY CORP COM 337932107 49,192 1,323,429 SH   SOLE   1,323,429 0 0
FLOOR & DECOR HOLDINGS INC-A COM 339750101 7,879 261,159 SH   SOLE   261,159 0 0
FMC CORP COM 302491303 20,808 238,681 SH   SOLE   238,681 0 0
GATES INDUSTRIAL CORP PLC COM G39108108 8 398 SH   SOLE   398 0 0
GENERAL MOTORS CO COM 37045V100 7,132 211,835 SH   SOLE   211,835 0 0
GRAN TIERRA ENERGY INC COM 38500T101 70,675 18,505,979 SH   SOLE   18,505,979 0 0
GRAPHIC PACKAGING HOLDING CO COM 388689101 34,983 2,497,004 SH   SOLE   2,497,004 0 0
GREEN PLAINS INC COM 393222104 0 15 SH   SOLE   15 0 0
HALCON RESOURCES CORP COM 40537Q605 15,853 3,546,629 SH   SOLE   3,546,629 0 0
HEWLETT PACKARD ENTERPRISE COM 42824C109 8,155 500,000 SH   SOLE   500,000 0 0
HIMAX TECHNOLOGIES INC-ADR ADR 43289P106 5,880 1,000,000 SH   SOLE   1,000,000 0 0
HOLLYFRONTIER CORP COM 436106108 9,564 136,828 SH   SOLE   136,828 0 0
INFRASTRUCTURE AND ENERGY AL COM 45686J104 1,444 137,500 SH   SOLE   137,500 0 0
JACOBS ENGINEERING GROUP INC COM 469814107 3,828 50,044 SH   SOLE   50,044 0 0
KIMBELL ROYALTY PARTNERS LP UNIT 49435R102 359 18,297 SH   SOLE   18,297 0 0
KINDER MORGAN INC COM 49456B101 31,924 1,800,592 SH   SOLE   1,800,592 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 12,842 372,452 SH   SOLE   372,452 0 0
LAREDO PETROLEUM INC COM 516806106 5,781 707,596 SH   SOLE   707,596 0 0
LILIS ENERGY INC COM 532403201 1,958 399,500 SH   SOLE   399,500 0 0
MARATHON PETROLEUM CORP COM 56585A102 731 9,137 SH   SOLE   9,137 0 0
MASTEC INC COM 576323109 4,014 89,900 SH   SOLE   89,900 0 0
MCDERMOTT INTL INC COM 580037703 65,199 3,537,659 SH   SOLE   3,537,659 0 0
MICROSTRATEGY INC-CL A COM 594972408 4,078 28,997 SH   SOLE   28,997 0 0
MOSAIC CO/THE COM 61945C103 1,199 36,900 SH   SOLE   36,900 0 0
MRC GLOBAL INC COM 55345K103 66,507 3,543,235 SH   SOLE   3,543,235 0 0
NEWS CORP - CLASS A COM 65249B109 1,916 145,250 SH   SOLE   145,250 0 0
NOBLE ENERGY INC COM 655044105 14,952 479,400 SH   SOLE   479,400 0 0
NRG ENERGY INC COM 629377508 10,306 275,553 SH   SOLE   275,553 0 0
NUCOR CORP COM 670346105 146,216 2,304,424 SH   SOLE   2,304,424 0 0
NUTRIEN LTD COM 67077M108 2,827 48,988 SH   SOLE   48,988 0 0
ORION ENGINEERED CARBONS SA COM L72967109 0 10 SH   SOLE   10 0 0
PARSLEY ENERGY INC-CLASS A COM 701877102 26,325 900,000 SH   SOLE   900,000 0 0
PBF ENERGY INC-CLASS A COM 69318G106 4,406 88,287 SH   SOLE   88,287 0 0
PHILLIPS 66 COM 718546104 33,784 299,713 SH   SOLE   299,713 0 0
PLAINS GP HOLDINGS LP-CL A COM 72651A207 18,072 736,731 SH   SOLE   736,731 0 0
PPL CORP COM 69351T106 72,708 2,484,900 SH   SOLE   2,484,900 0 0
PRESIDIO INC COM 74102M103 1,504 98,608 SH   SOLE   98,608 0 0
PROPETRO HOLDING CORP COM 74347M108 3,899 236,451 SH   SOLE   236,451 0 0
PUBLIC SERVICE ENTERPRISE GP COM 744573106 31,508 596,861 SH   SOLE   596,861 0 0
QUANTA SERVICES INC COM 74762E102 2,182 65,366 SH   SOLE   65,366 0 0
RELIANCE STEEL & ALUMINUM COM 759509102 97,807 1,146,763 SH   SOLE   1,146,763 0 0
RIO TINTO PLC-SPON ADR ADR 767204100 8,910 174,643 SH   SOLE   174,643 0 0
ROADRUNNER TRANSPORTATION SY COM 76973Q105 166 199,021 SH   SOLE   199,021 0 0
ROSEHILL RESOURCES INC COM 777385105 2,488 407,916 SH   SOLE   407,916 0 0
ROWAN COMPANIES PLC-A COM 779382100 66,007 3,505,415 SH   SOLE   3,505,415 0 0
RPM INTERNATIONAL INC COM 749685103 8,490 130,737 SH   SOLE   130,737 0 0
RYDER SYSTEM INC COM 783549108 58,524 800,931 SH   SOLE   800,931 0 0
RYERSON HOLDING CORP COM 783754104 9,817 868,791 SH   SOLE   868,791 0 0
SCANA CORP COM 80589M102 2,291 58,900 SH   SOLE   58,900 0 0
SELECT ENERGY SERVICES INC-A COM 81617J301 8,286 699,823 SH   SOLE   699,823 0 0
SEMPRA ENERGY COM 816851109 58,280 512,348 SH   SOLE   512,348 0 0
SMITH (A.O.) CORP COM 831865209 3,736 70,000 SH   SOLE   70,000 0 0
SOUTHERN CO/THE COM 842587107 30,112 690,636 SH   SOLE   690,636 0 0
STANTEC INC COM 85472N109 59,810 2,403,011 SH   SOLE   2,403,011 0 0
STARS GROUP INC/THE COM 85570W100 3,212 129,000 SH   SOLE   129,000 0 0
SUMMIT MATERIALS INC -CL A COM 86614U100 64,290 3,536,307 SH   SOLE   3,536,307 0 0
TECK RESOURCES LTD-CLS B COM 878742204 569 23,603 SH   SOLE   23,603 0 0
TEEKAY CORP COM Y8564W103 4,365 647,588 SH   SOLE   647,588 0 0
TEEKAY OFFSHORE PARTNERS LP UNIT Y8565J101 22,338 9,545,949 SH   SOLE   9,545,949 0 0
TIMKENSTEEL CORP COM 887399103 32,133 2,160,960 SH   SOLE   2,160,960 0 0
TOLL BROTHERS INC COM 889478103 4,955 150,000 SH   SOLE   150,000 0 0
TRONOX LTD-CL A COM Q9235V101 23,305 1,950,208 SH   SOLE   1,950,208 0 0
TURQUOISE HILL RESOURCES LTD COM 900435108 10,044 4,737,634 SH   SOLE   4,737,634 0 0
TYSON FOODS INC-CL A COM 902494103 19,774 332,176 SH   SOLE   332,176 0 0
UNITED STATES STEEL CORP COM 912909108 101,879 3,342,501 SH   SOLE   3,342,501 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,510 10,800 SH   SOLE   10,800 0 0
VALE SA-SP ADR ADR 91912E105 7,241 487,963 SH   SOLE   487,963 0 0
VENATOR MATERIALS PLC COM G9329Z100 31,011 3,445,672 SH   SOLE   3,445,672 0 0
VISTRA ENERGY CORP COM 92840M102 274,445 11,030,753 SH   SOLE   11,030,753 0 0
VISTRA ENERGY CORP - CW24 EQUITY WRT 92840M128 260 176,593 SH   SOLE   176,593 0 0
WARRIOR MET COAL INC COM 93627C101 47,383 1,752,320 SH   SOLE   1,752,320 0 0
WESTLAKE CHEMICAL CORP COM 960413102 11,270 135,600 SH   SOLE   135,600 0 0
WPX ENERGY INC COM 98212B103 2,012 100,000 SH   SOLE   100,000 0 0
ZSCALER INC COM 98980G102 5,588 137,036 SH   SOLE   137,036 0 0
BERRY GLOBAL GROUP INC COM 08579W103 160,964 3,326,400 SH Call SOLE   3,326,400 0 0
CABOT OIL & GAS CORP COM 127097103 33,646 1,498,100 SH Call SOLE   1,498,100 0 0
CAMECO CORPORATION CMN COM 13321L108 2,850 250,000 SH Call SOLE   250,000 0 0
CAMECO CORPORATION CMN COM 13321L108 2,850 250,000 SH Put SOLE   250,000 0 0
CENOVUS ENERGY INC COM 15135U109 13,844 1,380,300 SH Call SOLE   1,380,300 0 0
CROWN HOLDINGS INC COM 228368106 9,600 200,000 SH Call SOLE   200,000 0 0
CVR REFINING LP COM 12663P107 1,689 89,900 SH Put SOLE   89,900 0 0
ECOLAB INC COM 278865100 6,898 44,000 SH Call SOLE   44,000 0 0
ECOLAB INC COM 278865100 10,049 64,100 SH   SOLE   64,100 0 0
ECOPETROL SA-SPONSORED ADR COM 279158109 20,020 743,400 SH Put SOLE   743,400 0 0
HIGHPOINT RESOURCES CORP COM 43114K108 4,392 900,000 SH Put SOLE   900,000 0 0
INDUSTRIAL SELECT SECT SPDR COM 81369Y704 23,128 295,000 SH Put SOLE   295,000 0 0
LYONDELLBASELL INDU-CL A COM N53745100 40,553 395,600 SH Call SOLE   395,600 0 0
PDC ENERGY INC COM 69327R101 15,021 306,800 SH Put SOLE   306,800 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 5,648 150,000 SH Put SOLE   150,000 0 0
SPDR S&P 500 ETF TRUST COM 78462F103 410,904 1,413,400 SH Put SOLE   1,413,400 0 0
SPDR S&P OIL & GAS EXP & PR COM 78464A730 21,645 500,000 SH Put SOLE   500,000 0 0
SRC ENERGY INC COM 78470V108 2,747 309,000 SH Put SOLE   309,000 0 0
UNITED STATES OIL FUND LP ETF COM 91232N108 776,000 500,000 SH   SOLE   500,000 0 0
BADGER DAYLIGHTING LTD CMN COM 05651W209 11,400 5,000 SH   SOLE   5,000 0 0
ATMOS ENERGY CORP COM 049560105 19,063 203,000 SH   SOLE   203,000 0 0
AMERICAN WATER WORKS CO INC COM 030420103 18,105 205,816 SH   SOLE   205,816 0 0
EASTMAN CHEMICAL CO COM 277432100 9,696 101,300 SH   SOLE   101,300 0 0
ENSCO PLC-CL A COM 29358Q109 21,130 2,503,622 SH   SOLE   2,503,622 0 0
FORTIVE CORP COM 34959J108 19,955 237,002 SH   SOLE   237,002 0 0
MARTIN MARIETTA MATERIALS COM 573284106 4,803 26,400 SH   SOLE   26,400 0 0
NOBLE CORP PLC COM G65422100 17,219 2,449,424 SH   SOLE   2,449,424 0 0
PPG INDUSTRIES INC COM 693506107 24,848 227,700 SH   SOLE   227,700 0 0
VULCAN MATERIALS CO COM 929160109 9,774 87,900 SH   SOLE   87,900 0 0
PRAXAIR INC COM 74005P104 7,053 43,881 SH   SOLE   43,881 0 0
TRANSOCEAN LTD COM H8817H100 45,896 3,290,087 SH   SOLE   3,290,087 0 0
TE CONNECTIVITY LTD COM H84989104 42,345 481,579 SH   SOLE   481,579 0 0