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
Air Products and Chemicals, Inc. COM 009158106 12,109 73,800 SH   SOLE   73,800 0 0
Albemarle Corporation COM 012653101 9,067 70,900 SH   SOLE   70,900 0 0
Anadarko Petroleum Corporation COM 032511107 9,178 171,100 SH   SOLE   171,100 0 0
Andeavor COM 03349M105 13,675 119,600 SH   SOLE   119,600 0 0
Baker Hughes, a GE Company Class A COM 05722G100 2,851 90,100 SH   SOLE   90,100 0 0
Callon Petroleum Company COM 13123X102 3,323 273,500 SH   SOLE   273,500 0 0
Cheniere Energy, Inc. COM 16411R208 7,096 131,800 SH   SOLE   131,800 0 0
Chevron Corporation COM 166764100 68,266 545,300 SH   SOLE   545,300 0 0
Cimarex Energy Company COM 171798101 9,932 81,400 SH   SOLE   81,400 0 0
Concho Resources Inc. COM 20605P101 13,385 89,100 SH   SOLE   89,100 0 0
ConocoPhillips COM 20825C104 30,662 558,600 SH   SOLE   558,600 0 0
Devon Energy Corporation COM 25179M103 1,557 37,600 SH   SOLE   37,600 0 0
Diamondback Energy, Inc. COM 25278X109 10,719 84,900 SH   SOLE   84,900 0 0
DowDuPont Inc. COM 26078J100 40,356 566,635 SH   SOLE   566,635 0 0
Eastman Chemical Company COM 277432100 8,680 93,700 SH   SOLE   93,700 0 0
Enbridge Inc. COM 29250N105 5,345 136,673 SH   SOLE   136,673 0 0
Energen Corporation COM 29265N108 1,969 34,200 SH   SOLE   34,200 0 0
EOG Resources, Inc. COM 26875P101 19,391 179,700 SH   SOLE   179,700 0 0
EQT Corporation COM 26884L109 6,438 113,100 SH   SOLE   113,100 0 0
Exxon Mobil Corporation COM 30231G102 129,034 1,542,730 SH   SOLE   1,542,730 0 0
Forum Energy Technologies, Inc. COM 34984V100 2,608 167,700 SH   SOLE   167,700 0 0
Freeport-McMoRan, Inc. COM 35671D857 7,559 398,700 SH   SOLE   398,700 0 0
Halliburton Company COM 406216101 23,104 472,770 SH   SOLE   472,770 0 0
Hess Corporation COM 42809H107 8,174 172,200 SH   SOLE   172,200 0 0
Kinder Morgan Inc Class P COM 49456B101 5,228 289,300 SH   SOLE   289,300 0 0
LyondellBasell Industries N.V. COM N53745100 15,191 137,700 SH   SOLE   137,700 0 0
Monsanto Company COM 61166W101 9,856 84,400 SH   SOLE   84,400 0 0
National Oilwell Varco, Inc. COM 637071101 5,111 141,900 SH   SOLE   141,900 0 0
Newfield Exploration Company COM 651290108 5,754 182,500 SH   SOLE   182,500 0 0
Occidental Petroleum Corporation COM 674599105 19,152 260,000 SH   SOLE   260,000 0 0
Oil States International, Inc. COM 678026105 5,097 180,100 SH   SOLE   180,100 0 0
Packaging Corporation of America COM 695156109 6,015 49,900 SH   SOLE   49,900 0 0
Phillips 66 COM 718546104 17,648 174,475 SH   SOLE   174,475 0 0
Pioneer Natural Resources Company COM 723787107 14,295 82,700 SH   SOLE   82,700 0 0
PPG Industries, Inc. COM 693506107 12,079 103,400 SH   SOLE   103,400 0 0
Range Resources Corporation COM 75281A109 5,495 322,100 SH   SOLE   322,100 0 0
Reliance Steel & Aluminum Co. COM 759509102 2,925 34,100 SH   SOLE   34,100 0 0
RSP Permian, Inc. COM 74978Q105 5,899 145,000 SH   SOLE   145,000 0 0
Schlumberger Limited COM 806857108 35,407 525,400 SH   SOLE   525,400 0 0
SPDR Gold Trust COM 78463V107 4,352 35,200 SH   SOLE   35,200 0 0
Steel Dynamics, Inc. COM 858119100 5,404 125,300 SH   SOLE   125,300 0 0
Targa Resources Corp. COM 87612G101 4,735 97,800 SH   SOLE   97,800 0 0
Valero Energy Corporation COM 91913Y100 21,323 232,000 SH   SOLE   232,000 0 0
Weatherford International plc COM G48833100 4,963 1,190,100 SH   SOLE   1,190,100 0 0
Whiting Petroleum Corporation COM 966387409 1,665 62,875 SH   SOLE   62,875 0 0
Williams Companies, Inc. COM 969457100 15,657 513,500 SH   SOLE   513,500 0 0