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 3,809 23,800 SH   SOLE   23,800 0 0
ANADARKO PETE CORP COM 032511107 25,772 587,875 SH   SOLE   587,875 0 0
APERGY CORP COM 03755L104 1,549 57,209 SH   SOLE   57,209 0 0
ARDMORE SHIPPING CORP COM Y0207T100 217 46,446 SH   SOLE   46,446 0 0
BAKER HUGHES A GE CO CL A 05722G100 940 43,708 SH   SOLE   43,708 0 0
BERRY GLOBAL GROUP INC COM 08579W103 5,490 115,500 SH   SOLE   115,500 0 0
CABOT OIL & GAS CORP COM 127097103 922 41,251 SH   SOLE   41,251 0 0
CHEMOURS CO COM 163851108 2,865 101,528 SH   SOLE   101,528 0 0
CHEVRON CORP NEW COM 166764100 7,876 72,396 SH   SOLE   72,396 0 0
CONOCOPHILLIPS COM 20825C104 2,198 35,254 SH   SOLE   35,254 0 0
CONTINENTAL RESOURCES INC COM 212015101 3,278 81,561 SH   SOLE   81,561 0 0
DELEK US HLDGS INC NEW COM 24665A103 7,915 243,471 SH   SOLE   243,471 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 629 160,453 SH   SOLE   160,453 0 0
DIAMONDBACK ENERGY INC COM 25278X109 17,539 189,197 SH   SOLE   189,197 0 0
DMC GLOBAL INC COM 23291C103 249 7,100 SH   SOLE   7,100 0 0
ENCANA CORP COM 292505104 23,773 4,112,996 SH   SOLE   4,112,996 0 0
ENERPLUS CORP COM 292766102 2,878 369,882 SH   SOLE   369,882 0 0
EQT CORP COM 26884L109 8,070 427,215 SH   SOLE   427,215 0 0
EURONAV NV ANTWERPEN SHS B38564108 2,164 312,300 SH   SOLE   312,300 0 0
FTS INTERNATIONAL INC COM 30283W104 1,606 225,929 SH   SOLE   225,929 0 0
GASLOG LTD SHS G37585109 2,545 154,600 SH   SOLE   154,600 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 4,030 185,200 SH   SOLE   185,200 0 0
GRACE W R & CO DEL NEW COM 38388F108 2,142 33,000 SH   SOLE   33,000 0 0
KEANE GROUP INC COM 48669A108 263 32,100 SH   SOLE   32,100 0 0
LIVENT CORP COM 53814L108 1,323 95,900 SH   SOLE   95,900 0 0
MARATHON OIL CORP COM 565849106 21,650 1,509,790 SH   SOLE   1,509,790 0 0
MASTEC INC COM 576323109 1,835 45,240 SH   SOLE   45,240 0 0
NABORS INDUSTRIES LTD SHS G6359F103 2,173 1,086,356 SH   SOLE   1,086,356 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 738 326,658 SH   SOLE   326,658 0 0
NUTRIEN LTD COM 67077M108 8,606 183,117 SH   SOLE   183,117 0 0
OLIN CORP COM PAR $1 680665205 2,369 117,800 SH   SOLE   117,800 0 0
PATTERSON UTI ENERGY INC COM 703481101 260 25,100 SH   SOLE   25,100 0 0
PDC ENERGY INC COM 69327R101 1,675 56,271 SH   SOLE   56,271 0 0
PEMBINA PIPELINE CORP COM 706327103 15,014 505,900 SH   SOLE   505,900 0 0
PHILLIPS 66 COM 718546104 21,458 249,080 SH   SOLE   249,080 0 0
PIONEER NAT RES CO COM 723787107 12,521 95,202 SH   SOLE   95,202 0 0
PROPETRO HLDG CORP COM 74347M108 3,999 324,590 SH   SOLE   324,590 0 0
QUANTA SVCS INC COM 74762E102 2,679 89,000 SH   SOLE   89,000 0 0
SHERWIN WILLIAMS CO COM 824348106 3,226 8,200 SH   SOLE   8,200 0 0
SM ENERGY CO COM 78454L100 3,460 223,535 SH   SOLE   223,535 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 497 41,100 SH   SOLE   41,100 0 0
TECHNIPFMC PLC COM G87110105 2,431 124,150 SH   SOLE   124,150 0 0
TENARIS S A SPONSORED ADR 88031M109 7,012 328,885 SH   SOLE   328,885 0 0
TRANSCANADA CORP COM 89353D107 15,874 444,640 SH   SOLE   444,640 0 0
U S SILICA HLDGS INC COM 90346E103 409 40,200 SH   SOLE   40,200 0 0
VERMILION ENERGY INC COM 923725105 3,649 173,200 SH   SOLE   173,200 0 0
WHITING PETE CORP NEW COM NEW 966387409 3,396 149,687 SH   SOLE   149,687 0 0
WILLIAMS COS INC DEL COM 969457100 22,979 1,042,150 SH   SOLE   1,042,150 0 0
WPX ENERGY INC COM 98212B103 12,671 1,116,404 SH   SOLE   1,116,404 0 0