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
ANTERO MIDSTREAM CORP COM 03676B102 5,111 673,392 SH   SOLE   673,392 0 0
ANTERO RES CORP COM 03674X106 37,344 13,103,041 SH   SOLE   13,103,041 0 0
ANTERO RES CORP COM 03674X106 339 6,783,400 SH Call OTR   0 0 6,783,400
ARCH COAL INC CL A 039380407 2,203 30,704 SH   SOLE   30,704 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 42,684 9,238,979 SH   SOLE   9,238,979 0 0
CIMAREX ENERGY CO COM 171798101 54,109 1,030,852 SH   SOLE   1,030,852 0 0
CONCHO RES INC COM 20605P101 7,156 554,700 SH Call OTR   0 0 554,700
CONCHO RES INC COM 20605P101 63,056 720,060 SH   SOLE   720,060 0 0
ENERPLUS CORP COM 292766102 11,773 1,652,762 SH   SOLE   1,652,762 0 0
EQT CORP COM 26884L109 2,945 1,900,000 SH Call OTR   0 0 1,900,000
EQT CORP COM 26884L109 52,357 4,803,360 SH   SOLE   4,803,360 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 10,030 750,770 SH   SOLE   750,770 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 5,200 4,000,000 SH Call OTR   0 0 4,000,000
FLUOR CORP NEW COM 343412102 16,470 872,364 SH   SOLE   872,364 0 0
FREEPORT-MCMORAN INC CL B 35671D857 4 429,500 SH Put OTR   0 0 429,500
MACQUARIE INFRASTRUCTURE COR COM 55608B105 12,197 284,701 SH   SOLE   284,701 0 0
NEXTIER OILFIELD SOLUTIONS I COM 65290C105 23,408 3,493,710 SH   SOLE   3,493,710 0 0
NORBORD INC COM NEW 65548P403 27,731 1,036,904 SH   SOLE   1,036,904 0 0
OASIS PETE INC NEW COM 674215108 13,372 4,101,952 SH   SOLE   4,101,952 0 0
PARSLEY ENERGY INC CL A 701877102 62,809 3,321,496 SH   SOLE   3,321,496 0 0
PARSLEY ENERGY INC CL A 701877102 1,194 582,300 SH Call OTR   0 0 582,300
PIONEER NAT RES CO COM 723787107 7 98,100 SH Call OTR   0 0 98,100
PROPETRO HLDG CORP COM 74347M108 27,409 2,436,362 SH   SOLE   2,436,362 0 0
QEP RES INC COM 74733V100 44,847 9,965,979 SH   SOLE   9,965,979 0 0
RANGE RES CORP COM 75281A109 305 6,107,800 SH Call OTR   0 0 6,107,800
SPDR GOLD TRUST GOLD SHS 78463V107 18,390 128,692 SH   SOLE   128,692 0 0
TARGA RES CORP COM 87612G101 42 847,200 SH Call OTR   0 0 847,200
TECK RESOURCES LTD CL B 878742204 8,454 486,960 SH   SOLE   486,960 0 0
TENARIS S A SPONSORED ADS 88031M109 4,799 211,958 SH   SOLE   211,958 0 0
TPI COMPOSITES INC COM 87266J104 3,799 205,224 SH   SOLE   205,224 0 0
WESTROCK CO COM 96145D105 4,199 97,864 SH   SOLE   97,864 0 0
WPX ENERGY INC COM 98212B103 74,221 5,401,846 SH   SOLE   5,401,846 0 0