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
AECOM COM 00766T100 155,081 5,226,875 SH   SOLE   5,226,875 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 229,704 1,202,889 SH   SOLE   1,202,889 0 0
ALTA MESA RESOURCES INC COM 02133L109 1,560 5,877,864 SH   SOLE   5,877,864 0 0
AMERICAN VANGUARD CORP COM 030371108 327 19,015 SH   SOLE   19,015 0 0
AMERICAN WATER WORKS CO INC COM 030420103 21,458 205,816 SH   SOLE   205,816 0 0
ANADARKO PETROLEUM CORP COM 032511107 7,732 170,000 SH   SOLE   170,000 0 0
ARCELORMITTAL NY REGISTRY SH 03938L203 35,171 1,725,767 SH   SOLE   1,725,767 0 0
ARCH COAL INC COM 039380407 4,561 49,968 SH   SOLE   49,968 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 185,257 2,371,136 SH   SOLE   2,371,136 0 0
ATMOS ENERGY CORP COM 049560105 23,398 227,318 SH   SOLE   227,318 0 0
AXA EQUITABLE HOLDINGS INC COM 054561105 4,028 200,000 SH   SOLE   200,000 0 0
BAYTEX ENERGY CORP COM 07317Q105 35,006 20,585,472 SH   SOLE   20,585,472 0 0
BERRY GLOBAL GROUP INC COM 08579W103 187,474 3,480,124 SH   SOLE   3,480,124 0 0
BHP GROUP LTD ADR 088606108 5,035 92,100 SH   SOLE   92,100 0 0
BHP GROUP PLC ADR 05545E209 13,605 281,802 SH   SOLE   281,802 0 0
CABOT OIL & GAS CORP COM 127097103 155,723 5,966,394 SH   SOLE   5,966,394 0 0
CALLON PETROLEUM CO COM 13123X102 64,173 8,499,782 SH   SOLE   8,499,782 0 0
CANADIAN SOLAR INC COM 136635109 14,309 768,043 SH   SOLE   768,043 0 0
CATERPILLAR INC COM 149123101 40,973 302,407 SH   SOLE   302,407 0 0
CENOVUS ENERGY INC COM 15135U109 149,044 17,156,079 SH   SOLE   17,156,079 0 0
CHEMOURS CO/THE COM 163851108 18,657 502,070 SH   SOLE   502,070 0 0
CHENIERE ENERGY INC COM 16411R208 6,043 88,397 SH   SOLE   88,397 0 0
CNH INDUSTRIAL NV SHS N20944109 2,108 206,700 SH   SOLE   206,700 0 0
COMMERCIAL METALS CO COM 201723103 98,564 5,770,727 SH   SOLE   5,770,727 0 0
DAQO NEW ENERGY CORP ADR 23703Q203 951 28,806 SH   SOLE   28,806 0 0
DEERE & CO COM 244199105 2,837 17,750 SH   SOLE   17,750 0 0
DELEK US HOLDINGS INC COM 24665A103 1,604 44,046 SH   SOLE   44,046 0 0
DOMINION ENERGY INC COM 25746U109 144,046 1,879,027 SH   SOLE   1,879,027 0 0
DOWDUPONT INC COM 26078J100 29,848 559,900 SH   SOLE   559,900 0 0
DR HORTON INC COM 23331A109 5,765 139,315 SH   SOLE   139,315 0 0
EASTMAN CHEMICAL CO COM 277432100 10,092 133,000 SH   SOLE   133,000 0 0
ECOLAB INC COM 278865100 20,196 114,400 SH   SOLE   114,400 0 0
EDISON INTERNATIONAL COM 281020107 36,744 593,410 SH   SOLE   593,410 0 0
EL PASO ELECTRIC CO COM 283677854 3,529 60,000 SH   SOLE   60,000 0 0
ENPHASE ENERGY INC COM 29355A107 19,069 2,066,004 SH   SOLE   2,066,004 0 0
ENSCO PLC SHS G3157S106 67,990 17,300,281 SH   SOLE   17,300,281 0 0
ENTERGY CORP COM 29364G103 133,958 1,400,797 SH   SOLE   1,400,797 0 0
EXELON CORP COM 30161N101 70,099 1,398,345 SH   SOLE   1,398,345 0 0
EXTRACTION OIL & GAS INC COM 30227M105 47,376 11,200,000 SH   SOLE   11,200,000 0 0
FARFETCH LTD COM 30744W107 16,007 594,843 SH   SOLE   594,843 0 0
FERRO CORP COM 315405100 75,926 4,010,908 SH   SOLE   4,010,908 0 0
FIRST SOLAR INC COM 336433107 14,129 267,390 SH   SOLE   267,390 0 0
FIRSTENERGY CORP COM 337932107 188,812 4,537,653 SH   SOLE   4,537,653 0 0
FORTIVE CORP COM 34959J108 35,544 423,700 SH   SOLE   423,700 0 0
GOL LINHAS AEREAS INTEL ADR 38045R206 14,674 1,124,462 SH   SOLE   1,124,462 0 0
GRAN TIERRA ENERGY INC COM 38500T101 53,001 23,328,961 SH   SOLE   23,328,961 0 0
GRAPHIC PACKAGING HOLDING CO COM 388689101 4,054 321,000 SH   SOLE   321,000 0 0
GREEN PLAINS INC COM 393222104 2,712 162,600 SH   SOLE   162,600 0 0
FULLER H B CO COM 359694106 5,681 116,797 SH   SOLE   116,797 0 0
HALCON RESOURCES CORP COM 40537Q605 10,746 7,960,213 SH   SOLE   7,960,213 0 0
HEARTLAND EXPRESS INC COM 422347104 3,437 178,244 SH   SOLE   178,244 0 0
HOLLYFRONTIER CORP COM 436106108 11,509 233,587 SH   SOLE   233,587 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 35,678 224,500 SH   SOLE   224,500 0 0
INDUSTRIAL SELECT SECT SPDR ETF 81369Y704 13,455 179,326 SH   SOLE   179,326 0 0
INFRASTRUCTURE AND ENERGY AL COM 45686J104 122 23,200 SH   SOLE   23,200 0 0
JAGGED PEAK ENERGY INC COM 47009K107 1,571 150,000 SH   SOLE   150,000 0 0
KANSAS CITY SOUTHERN COM 485170302 92,174 794,742 SH   SOLE   794,742 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 95,899 2,934,491 SH   SOLE   2,934,491 0 0
KROGER CO COM 501044101 2,460 100,000 SH   SOLE   100,000 0 0
LAREDO PETROLEUM INC COM 516806106 8,548 2,766,300 SH   SOLE   2,766,300 0 0
LINDE PLC COM G5494J103 15,447 87,800 SH   SOLE   87,800 0 0
LIQUIDIA TECHNOLOGIES INC COM 53635D202 3,705 325,604 SH   SOLE   325,604 0 0
LIVENT CORP COM 53814L108 68,248 5,557,635 SH   SOLE   5,557,635 0 0
LYFT INC COM 55087P104 27,402 350,000 SH   SOLE   350,000 0 0
LYONDELLBASELL INDU SHS N53745100 9,997 118,900 SH   SOLE   118,900 0 0
MARATHON OIL CORP COM 565849106 89 5,300 SH   SOLE   5,300 0 0
MARATHON PETROLEUM CORP COM 56585A102 51,686 863,591 SH   SOLE   863,591 0 0
MCDERMOTT INTL INC COM 580037703 4,038 542,700 SH   SOLE   542,700 0 0
MOLSON COORS BREWING CO COM 60871R209 5,965 100,000 SH   SOLE   100,000 0 0
MRC GLOBAL INC COM 55345K103 32,576 1,863,621 SH   SOLE   1,863,621 0 0
MYOKARDIA INC COM 62857M105 6,759 130,000 SH   SOLE   130,000 0 0
NEXTDECADE CORP COM 65342K105 401 72,701 SH   SOLE   72,701 0 0
NISOURCE INC COM 65473P105 35,134 1,225,878 SH   SOLE   1,225,878 0 0
NOBLE CORP PLC SHS G65431101 14,748 5,138,842 SH   SOLE   5,138,842 0 0
NORTHERN DYNASTY MINERALS COM 66510M204 2,357 3,915,831 SH   SOLE   3,915,831 0 0
NRG ENERGY INC COM 629377508 21,240 500,000 SH   SOLE   500,000 0 0
NUCOR CORP COM 670346105 39,823 682,479 SH   SOLE   682,479 0 0
NUTRIEN LTD COM 67077M108 1,583 30,000 SH   SOLE   30,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 20,036 742,627 SH   SOLE   742,627 0 0
OASIS PETROLEUM INC COM 674215108 2,002 331,493 SH   SOLE   331,493 0 0
PARSLEY ENERGY INC COM 701877102 86,548 4,484,363 SH   SOLE   4,484,363 0 0
PHILLIPS 66 COM 718546104 15,983 167,946 SH   SOLE   167,946 0 0
PRECISION BIOSCIENCES INC COM 74019P108 1,346 75,000 SH   SOLE   75,000 0 0
PRESIDIO INC COM 74102M103 7,766 524,696 SH   SOLE   524,696 0 0
QUIMICA Y MINERA CHIL ADR 833635105 8,526 221,813 SH   SOLE   221,813 0 0
RELIANCE STEEL & ALUMINUM COM 759509102 61,995 686,847 SH   SOLE   686,847 0 0
RIO TINTO PLC ADR 767204100 121,386 2,062,642 SH   SOLE   2,062,642 0 0
ROWAN COMPANIES PLC SHS G7665A101 42,794 3,966,099 SH   SOLE   3,966,099 0 0
RYDER SYSTEM INC COM 783549108 114,796 1,851,851 SH   SOLE   1,851,851 0 0
RYERSON HOLDING CORP COM 783754104 6,668 778,913 SH   SOLE   778,913 0 0
SEADRILL LTD COM G7998G106 382 45,963 SH   SOLE   45,963 0 0
SIENNA BIOPHARMACEUTICALS IN COM 82622H108 2,203 949,400 SH   SOLE   949,400 0 0
SOUTH JERSEY INDUSTRIES COM 838518108 6,418 200,135 SH   SOLE   200,135 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 10,797 131,258 SH   SOLE   131,258 0 0
STANTEC INC COM 85472N109 60,082 2,539,711 SH   SOLE   2,539,711 0 0
SUMMIT MATERIALS INC COM 86614U100 7,302 460,125 SH   SOLE   460,125 0 0
TARGA RESOURCES CORP COM 87612G101 5,800 139,600 SH   SOLE   139,600 0 0
TECHNIPFMC PLC COM G87110105 73,805 3,137,974 SH   SOLE   3,137,974 0 0
TECK RESOURCES LTD COM 878742204 46,545 2,007,970 SH   SOLE   2,007,970 0 0
TEEKAY OFFSHORE PARTNERS LP PARTNERSHIP UN Y8565J101 8,354 6,961,835 SH   SOLE   6,961,835 0 0
THIRD POINT REINSURANCE LTD COM G8827U100 12,668 1,220,438 SH   SOLE   1,220,438 0 0
TIMKENSTEEL CORP COM 887399103 35,737 3,290,736 SH   SOLE   3,290,736 0 0
TRANSOCEAN LTD SHS H8817H100 21,312 2,446,867 SH   SOLE   2,446,867 0 0
TRINSEO SA SHS L9340P101 4,063 89,700 SH   SOLE   89,700 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 42,095 3,201,106 SH   SOLE   3,201,106 0 0
TURQUOISE HILL RESOURCES LTD COM 900435108 24,224 14,592,989 SH   SOLE   14,592,989 0 0
TYSON FOODS INC COM 902494103 11,421 164,492 SH   SOLE   164,492 0 0
UNITED STATES STEEL CORP COM 912909108 25,163 1,291,059 SH   SOLE   1,291,059 0 0
UNITED TECHNOLOGIES CORP COM 913017109 35,973 279,100 SH   SOLE   279,100 0 0
UNIVAR INC COM 91336L107 12,742 575,000 SH   SOLE   575,000 0 0
UTILITIES SELECT SECTOR SPDR ETF 81369Y886 44,343 762,295 SH   SOLE   762,295 0 0
VALERO ENERGY CORP COM 91913Y100 15,909 187,544 SH   SOLE   187,544 0 0
VENATOR MATERIALS PLC SHS G9329Z100 1,399 248,951 SH   SOLE   248,951 0 0
VISTRA ENERGY CORP COM 92840M102 146,052 5,610,903 SH   SOLE   5,610,903 0 0
VISTRA ENERGY CORP *W EXP 02/02/202 92840M128 383 176,593 SH   SOLE   176,593 0 0
VULCAN MATERIALS CO COM 929160109 10,455 88,300 SH   SOLE   88,300 0 0
WARRIOR MET COAL INC COM 93627C101 52,465 1,725,807 SH   SOLE   1,725,807 0 0
BADGER DAYLIGHTING LTD COM 05651W209 152 5,000 SH   SOLE   5,000 0 0
CENOVUS ENERGY INC COM 15135U109 119,784 13,800,000 SH Call SOLE   13,800,000 0 0
ECOPETROL SA ADR 279158109 6,992 326,100 SH Put SOLE   326,100 0 0
JINKOSOLAR HOLDING CO ADR 47759T100 9,288 516,000 SH Put SOLE   516,000 0 0
QUIMICA Y MINERA CHIL ADR 833635105 596 15,500 SH Put SOLE   15,500 0 0
SOUTHWESTERN ENERGY CO COM 845467109 30,016 6,400,000 SH Put SOLE   6,400,000 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103 101,693 360,000 SH Put SOLE   360,000 0 0
SPDR S&P OIL & GAS EXP & PR ETF 78464A730 98,368 3,200,000 SH Call SOLE   3,200,000 0 0