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
BAKER HUGHES COMPANY CL A 05722G100 5,577 217,580 SH   SOLE   217,580 0 0
CABOT OIL & GAS CORP COM 127097103 15,229 874,723 SH   SOLE   874,723 0 0
CANADIAN NAT RES LTD COM 136385101 21,139 653,458 SH   SOLE   653,458 0 0
CHART INDS INC COM PAR $0.01 16115Q308 26,947 399,277 SH   SOLE   399,277 0 0
CHEMOURS CO COM 163851108 478 26,400 SH   SOLE   26,400 0 0
CIMAREX ENERGY CO COM 171798101 24,613 468,916 SH   SOLE   468,916 0 0
CORE LABORATORIES N V COM N22717107 497 13,200 SH   SOLE   13,200 0 0
DEVON ENERGY CORP NEW COM 25179M103 35,301 1,359,300 SH   SOLE   1,359,300 0 0
DIAMONDBACK ENERGY INC COM 25278X109 28,259 304,321 SH   SOLE   304,321 0 0
DOW INC COM 260557103 4,112 75,127 SH   SOLE   75,127 0 0
DUPONT DE NEMOURS INC COM 26614N102 13,081 203,748 SH   SOLE   203,748 0 0
ENERPLUS CORP COM 292766102 3,022 424,271 SH   SOLE   424,271 0 0
EQT CORP COM 26884L109 34,543 3,169,039 SH   SOLE   3,169,039 0 0
HUNTSMAN CORP COM 447011107 3,755 155,422 SH   SOLE   155,422 0 0
KINDER MORGAN INC DEL COM 49456B101 14,718 695,218 SH   SOLE   695,218 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 7,224 76,459 SH   SOLE   76,459 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 3,978 92,851 SH   SOLE   92,851 0 0
MARATHON OIL CORP COM 565849106 32,193 2,370,614 SH   SOLE   2,370,614 0 0
MARATHON PETE CORP COM 56585A102 17,894 297,004 SH   SOLE   297,004 0 0
MASTEC INC COM 576323109 988 15,400 SH   SOLE   15,400 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 590 64,700 SH   SOLE   64,700 0 0
NATIONAL OILWELL VARCO INC COM 637071101 13,061 521,409 SH   SOLE   521,409 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 11,071 4,731,396 SH   SOLE   4,731,396 0 0
OCEANEERING INTL INC COM 675232102 3,170 212,576 SH   SOLE   212,576 0 0
PARSLEY ENERGY INC CL A 701877102 40,355 2,134,069 SH   SOLE   2,134,069 0 0
PBF ENERGY INC CL A 69318G106 6,055 193,004 SH   SOLE   193,004 0 0
PDC ENERGY INC COM 69327R101 10,335 394,900 SH   SOLE   394,900 0 0
PIONEER NAT RES CO COM 723787107 16,874 111,477 SH   SOLE   111,477 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 4,553 240,280 SH   SOLE   240,280 0 0
PRECISION DRILLING CORP COM 2010 74022D308 1,306 932,568 SH   SOLE   932,568 0 0
QUANTA SVCS INC COM 74762E102 18,519 454,904 SH   SOLE   454,904 0 0
RPM INTL INC COM 749685103 2,000 26,058 SH   SOLE   26,058 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 1,108 79,165 SH   SOLE   79,165 0 0
SUNCOR ENERGY INC NEW COM 867224107 7,922 241,523 SH   SOLE   241,523 0 0
TARGA RES CORP COM 87612G101 7,614 186,492 SH   SOLE   186,492 0 0
TC ENERGY CORP COM 87807B107 31,136 584,047 SH   SOLE   584,047 0 0
TECHNIPFMC PLC COM G87110105 22,537 1,051,163 SH   SOLE   1,051,163 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 8,550 346,712 SH   SOLE   346,712 0 0
WPX ENERGY INC COM 98212B103 33,315 2,424,651 SH   SOLE   2,424,651 0 0