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 19,889 104,151 SH   SOLE   104,151 0 0
ANADARKO PETE CORP COM 032511107 12,002 263,906 SH   SOLE   263,906 0 0
APERGY CORP COM 03755L104 2,376 57,862 SH   SOLE   57,862 0 0
BERRY GLOBAL GROUP INC COM 08579W103 18,944 351,662 SH   SOLE   351,662 0 0
CABOT OIL & GAS CORP COM 127097103 18,459 707,260 SH   SOLE   707,260 0 0
CANADIAN NAT RES LTD COM 136385101 14,148 514,476 SH   SOLE   514,476 0 0
CASEYS GEN STORES INC COM 147528103 2,392 18,573 SH   SOLE   18,573 0 0
CHART INDS INC COM PAR $0.01 16115Q308 3,510 38,775 SH   SOLE   38,775 0 0
CHEMOURS CO COM 163851108 11,055 297,500 SH   SOLE   297,500 0 0
CIMAREX ENERGY CO COM 171798101 3,488 49,901 SH   SOLE   49,901 0 0
CONTINENTAL RESOURCES INC COM 212015101 5,300 118,374 SH   SOLE   118,374 0 0
DELEK US HLDGS INC NEW COM 24665A103 5,999 164,729 SH   SOLE   164,729 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 3,289 313,500 SH   SOLE   313,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 36,020 354,772 SH   SOLE   354,772 0 0
DOW INC COM 260557103 2,070 40,100 SH   SOLE   40,100 0 0
ENCANA CORP COM 292505104 37,495 5,178,864 SH   SOLE   5,178,864 0 0
ENERPLUS RES FD COM COM 292766102 15,639 1,866,277 SH   SOLE   1,866,277 0 0
ENI S P A SPONSORED ADR 26874R108 4,662 132,300 SH   SOLE   132,300 0 0
ENSCO PLC SHS CLASS A G3157S106 4,212 1,071,700 SH   SOLE   1,071,700 0 0
EOG RES INC COM 26875P101 5,539 58,200 SH   SOLE   58,200 0 0
EQT CORP COM 26884L109 25,500 1,229,515 SH   SOLE   1,229,515 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 1,599 75,800 SH   SOLE   75,800 0 0
GRACE W R & CO DEL NEW COM 38388F108 6,310 80,861 SH   SOLE   80,861 0 0
HUNTSMAN CORP COM 447011107 18,383 817,389 SH   SOLE   817,389 0 0
IMPERIAL OIL LTD COM NEW 453038408 13,048 476,731 SH   SOLE   476,731 0 0
KEANE GROUP INC COM 48669A108 1,012 92,900 SH   SOLE   92,900 0 0
MASTEC INC COM 576323109 250 5,200 SH   SOLE   5,200 0 0
MDU RES GROUP INC COM 552690109 9,725 376,500 SH   SOLE   376,500 0 0
MURPHY OIL CORP COM 626717102 23,058 786,953 SH   SOLE   786,953 0 0
NOBLE CORP PLC SHS USD G65431101 990 345,000 SH   SOLE   345,000 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 7,276 2,655,484 SH   SOLE   2,655,484 0 0
NUTRIEN LTD COM 67077M108 5,840 110,692 SH   SOLE   110,692 0 0
ORION ENGINEERED CARBONS S A COM L72967109 5,749 302,728 SH   SOLE   302,728 0 0
PBF ENERGY INC CL A 69318G106 18,139 582,487 SH   SOLE   582,487 0 0
PHILLIPS 66 COM 718546104 13,708 144,038 SH   SOLE   144,038 0 0
PIONEER NAT RES CO COM 723787107 43,826 287,800 SH   SOLE   287,800 0 0
QUANTA SVCS INC COM 74762E102 903 23,927 SH   SOLE   23,927 0 0
TECHNIPFMC PLC COM G87110105 17,238 732,919 SH   SOLE   732,919 0 0
TENARIS S A SPONSORED ADS 88031M109 20,274 717,648 SH   SOLE   717,648 0 0
TRANSCANADA CORP COM 89353D107 17,747 394,901 SH   SOLE   394,901 0 0
TRANSOCEAN LTD REG SHS H8817H100 925 106,200 SH   SOLE   106,200 0 0
U S SILICA HLDGS INC COM 90346E103 1,690 97,371 SH   SOLE   97,371 0 0
UGI CORP NEW COM 902681105 316 5,700 SH   SOLE   5,700 0 0
UNIVAR INC COM 91336L107 14,557 656,914 SH   SOLE   656,914 0 0
VENATOR MATLS PLC SHS G9329Z100 1,986 353,334 SH   SOLE   353,334 0 0
VERMILION ENERGY INC COM 923725105 5,934 240,400 SH   SOLE   240,400 0 0
WILLIAMS COS INC DEL COM 969457100 12,034 419,019 SH   SOLE   419,019 0 0
WPX ENERGY INC COM 98212B103 30,346 2,314,738 SH   SOLE   2,314,738 0 0