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
ARDMORE SHIPPING CORP COM Y0207T100 149 18,317 SH   SOLE   18,317 0 0
BERRY GLOBAL GROUP INC COM 08579W103 12,637 240,289 SH   SOLE   240,289 0 0
BUNGE LIMITED COM G16962105 11,187 200,800 SH   SOLE   200,800 0 0
CANADIAN NAT RES LTD COM 136385101 9,132 338,600 SH   SOLE   338,600 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 1,216 160,200 SH   SOLE   160,200 0 0
CHART INDS INC COM PAR $0.01 16115Q308 22,144 288,038 SH   SOLE   288,038 0 0
CONCHO RES INC COM 20605P101 29,588 286,765 SH   SOLE   286,765 0 0
CONOCOPHILLIPS COM 20825C104 38,255 627,126 SH   SOLE   627,126 0 0
CONTINENTAL RESOURCES INC COM 212015101 17,002 403,938 SH   SOLE   403,938 0 0
CORE LABORATORIES N V COM N22717107 6,535 125,000 SH   SOLE   125,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 14,415 505,450 SH   SOLE   505,450 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 1,029 116,000 SH   SOLE   116,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 16,782 154,010 SH   SOLE   154,010 0 0
ENCANA CORP COM 292505104 22,441 4,374,554 SH   SOLE   4,374,554 0 0
ENERPLUS CORP COM 292766102 17,882 2,377,277 SH   SOLE   2,377,277 0 0
EQT CORP COM 26884L109 19,602 1,239,836 SH   SOLE   1,239,836 0 0
EQUINOR ASA SPONSORED ADR 29446M102 20,644 1,043,700 SH   SOLE   1,043,700 0 0
GRACE W R & CO DEL NEW COM 38388F108 16,837 221,217 SH   SOLE   221,217 0 0
HELMERICH & PAYNE INC COM 423452101 11,724 231,600 SH   SOLE   231,600 0 0
HOLLYFRONTIER CORP COM 436106108 10,371 224,100 SH   SOLE   224,100 0 0
HUNTSMAN CORP COM 447011107 15,487 757,682 SH   SOLE   757,682 0 0
IMPERIAL OIL LTD COM NEW 453038408 6,271 226,644 SH   SOLE   226,644 0 0
JAGGED PEAK ENERGY INC COM 47009K107 2,957 357,514 SH   SOLE   357,514 0 0
LINDE PLC SHS G5494J103 19,589 97,557 SH   SOLE   97,557 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 13,858 160,900 SH   SOLE   160,900 0 0
MURPHY OIL CORP COM 626717102 11,343 460,175 SH   SOLE   460,175 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 1,268 145,700 SH   SOLE   145,700 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 4,858 2,517,276 SH   SOLE   2,517,276 0 0
ORION ENGINEERED CARBONS S A COM L72967109 2,321 108,401 SH   SOLE   108,401 0 0
OVERSEAS SHIPHOLDING GROUP I CL A NEW 69036R863 99 52,600 SH   SOLE   52,600 0 0
PARSLEY ENERGY INC CL A 701877102 34,124 1,795,048 SH   SOLE   1,795,048 0 0
PBF ENERGY INC CL A 69318G106 17,811 569,030 SH   SOLE   569,030 0 0
PENN VA CORP NEW COM 70788V102 3,559 115,992 SH   SOLE   115,992 0 0
PHILLIPS 66 COM 718546104 22,450 240,000 SH   SOLE   240,000 0 0
PIONEER NAT RES CO COM 723787107 15,284 99,337 SH   SOLE   99,337 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 10,697 428,405 SH   SOLE   428,405 0 0
POLYONE CORP COM 73179P106 1,459 46,481 SH   SOLE   46,481 0 0
QUANTA SVCS INC COM 74762E102 6,364 166,646 SH   SOLE   166,646 0 0
RANGE RES CORP COM 75281A109 549 78,600 SH   SOLE   78,600 0 0
SCHLUMBERGER LTD COM 806857108 10,301 259,199 SH   SOLE   259,199 0 0
SCORPIO TANKERS INC SHS Y7542C130 375 12,701 SH   SOLE   12,701 0 0
SM ENERGY CO COM 78454L100 5,193 414,795 SH   SOLE   414,795 0 0
SRC ENERGY INC COM 78470V108 5,626 1,134,200 SH   SOLE   1,134,200 0 0
TECHNIPFMC PLC COM G87110105 11,356 437,768 SH   SOLE   437,768 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,058 165,100 SH   SOLE   165,100 0 0
UGI CORP NEW COM 902681105 561 10,511 SH   SOLE   10,511 0 0
UNIVAR INC COM 91336L107 17,123 776,919 SH   SOLE   776,919 0 0
VENATOR MATLS PLC SHS G9329Z100 453 85,547 SH   SOLE   85,547 0 0
WESTLAKE CHEM CORP COM 960413102 4,582 65,962 SH   SOLE   65,962 0 0
WILLIAMS COS INC DEL COM 969457100 10,504 374,600 SH   SOLE   374,600 0 0
WPX ENERGY INC COM 98212B103 15,297 1,329,005 SH   SOLE   1,329,005 0 0