The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| BP PLC | SPONSORED ADR | 055622104 | 8,331 | 357,293 | SH | SOLE | 357,293 | 0 | 0 | ||
| BRIGHAM MINERALS INC | CL A COM | 10918L103 | 38,397 | 3,108,985 | SH | SOLE | 3,108,985 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 5,578 | 324,658 | SH | SOLE | 324,658 | 0 | 0 | ||
| CACTUS INC | CL A | 127203107 | 11,052 | 535,695 | SH | SOLE | 535,695 | 0 | 0 | ||
| CALIFORNIA RES CORP | COM NEW | 13057Q206 | 1,629 | 1,335,000 | SH | Put | SOLE | 1,335,000 | 0 | 0 | |
| CANADIAN NAT RES LTD | COM | 136385101 | 31,297 | 1,804,705 | SH | SOLE | 1,804,705 | 0 | 0 | ||
| CHART INDS INC | COM PAR $0.01 | 16115Q308 | 30,160 | 621,991 | SH | SOLE | 621,991 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 15,145 | 313,427 | SH | SOLE | 313,427 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 12,079 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |
| CHEVRON CORP NEW | COM | 166764100 | 17,846 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| CIMAREX ENERGY CO | COM | 171798101 | 48,460 | 1,762,778 | SH | SOLE | 1,762,778 | 0 | 0 | ||
| CIMAREX ENERGY CO | COM | 171798101 | 8,249 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| CNX RESOURCES CORPORATION | COM | 12653C108 | 9,513 | 1,100,000 | SH | Put | SOLE | 1,100,000 | 0 | 0 | |
| COMSTOCK RES INC | COM | 205768302 | 11,165 | 2,549,252 | SH | SOLE | 2,549,252 | 0 | 0 | ||
| CONCHO RES INC | COM | 20605P101 | 35,552 | 690,344 | SH | SOLE | 690,344 | 0 | 0 | ||
| CONTINENTAL RESOURCES INC | COM | 212015101 | 9,641 | 550,000 | SH | Call | SOLE | 550,000 | 0 | 0 | |
| CORE LABORATORIES N V | COM | N22717107 | 6,403 | 315,170 | SH | SOLE | 315,170 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 4,157 | 366,587 | SH | SOLE | 366,587 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 4,809 | 115,000 | SH | Call | SOLE | 115,000 | 0 | 0 | |
| ENERPLUS CORP | COM | 292766102 | 4,517 | 1,605,809 | SH | SOLE | 1,605,809 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 12,942 | 255,480 | SH | SOLE | 255,480 | 0 | 0 | ||
| EQT CORPORATION | COM | 26884L109 | 3,685 | 309,586 | SH | SOLE | 309,586 | 0 | 0 | ||
| EQUITRANS MIDSTREAM CORP | COM | 294600101 | 18,024 | 2,168,819 | SH | SOLE | 2,168,819 | 0 | 0 | ||
| GOODRICH PETE CORP | COM PAR | 382410843 | 4,532 | 629,481 | SH | SOLE | 629,481 | 0 | 0 | ||
| HELMERICH & PAYNE INC | COM | 423452101 | 2,185 | 112,059 | SH | SOLE | 112,059 | 0 | 0 | ||
| HESS CORP | COM | 42809H107 | 14,247 | 275,000 | SH | Put | SOLE | 275,000 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 5,239 | 345,417 | SH | SOLE | 345,417 | 0 | 0 | ||
| MARATHON OIL CORP | COM | 565849106 | 9,180 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
| MATADOR RES CO | COM | 576485205 | 4,251 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| MURPHY OIL CORP | COM | 626717102 | 10,350 | 750,000 | SH | Put | SOLE | 750,000 | 0 | 0 | |
| NEXTIER OILFIELD SOLUTIONS | COM | 65290C105 | 5,990 | 2,444,838 | SH | SOLE | 2,444,838 | 0 | 0 | ||
| NOBLE ENERGY INC | COM | 655044105 | 3,742 | 417,605 | SH | SOLE | 417,605 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 15,553 | 850,000 | SH | Put | SOLE | 850,000 | 0 | 0 | |
| OCCIDENTAL PETE CORP | COM | 674599105 | 9,151 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| ONEOK INC NEW | COM | 682680103 | 7,476 | 225,000 | SH | Put | SOLE | 225,000 | 0 | 0 | |
| OVINTIV INC | COM | 69047Q102 | 7,163 | 750,000 | SH | Put | SOLE | 750,000 | 0 | 0 | |
| OVINTIV INC | COM | 69047Q102 | 4,775 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| PARSLEY ENERGY INC | CL A | 701877102 | 29,225 | 2,736,465 | SH | SOLE | 2,736,465 | 0 | 0 | ||
| PARSLEY ENERGY INC | CL A | 701877102 | 6,408 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
| PATTERSON UTI ENERGY INC | COM | 703481101 | 6,940 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| PDC ENERGY INC | COM | 69327R101 | 30,180 | 2,426,106 | SH | SOLE | 2,426,106 | 0 | 0 | ||
| PLAINS GP HLDGS L P | LTD PARTNR INT A | 72651A207 | 2,976 | 334,320 | SH | SOLE | 334,320 | 0 | 0 | ||
| PROPETRO HLDG CORP | COM | 74347M108 | 3,855 | 750,000 | SH | Call | SOLE | 750,000 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 5,630 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| SCHLUMBERGER LTD | COM | 806857108 | 17,321 | 941,745 | SH | SOLE | 941,745 | 0 | 0 | ||
| SPARTAN ENERGY ACQUISITON CO | UNIT 99/99/9999 | 846784114 | 21,360 | 1,933,149 | SH | SOLE | 1,933,149 | 0 | 0 | ||
| SUNCOR ENERGY INC NEW | COM | 867224107 | 8,062 | 478,369 | SH | SOLE | 478,369 | 0 | 0 | ||
| TALOS ENERGY INC | COM | 87484T108 | 14,803 | 1,609,088 | SH | SOLE | 1,609,088 | 0 | 0 | ||
| TARGA RES CORP | COM | 87612G101 | 27,364 | 1,363,412 | SH | SOLE | 1,363,412 | 0 | 0 | ||
| TARGA RES CORP | COM | 87612G101 | 15,053 | 750,000 | SH | Put | SOLE | 750,000 | 0 | 0 | |
| TEXAS PAC LD TR | SUB CTF PROP I T | 882610108 | 7,106 | 11,948 | SH | SOLE | 11,948 | 0 | 0 | ||
| TOTAL S.A. | SPONSORED ADS | 89151E109 | 6,670 | 173,435 | SH | SOLE | 173,435 | 0 | 0 | ||
| VISTA OIL & GAS S A B DE C V | SPONSORED ADS | 92837L109 | 6,731 | 2,206,771 | SH | SOLE | 2,206,771 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 28,124 | 4,408,283 | SH | SOLE | 4,408,283 | 0 | 0 | ||