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
ALCOA CORP COM 013872106 17,777 330,000 SH   SOLE   330,000 0 0
ANTERO RES CORP COM 03674X106 58,163 3,061,225 SH   SOLE   3,061,225 0 0
ANTERO RES CORP COM 03674X106 245 700,000 SH Call SOLE   0 0 700,000
ARCH COAL INC CL A 039380407 14,429 154,886 SH   SOLE   154,886 0 0
BASIC ENERGY SVCS INC NEW COM NEW 06985P209 46,524 1,982,294 SH   SOLE   1,982,294 0 0
CALLON PETE CO DEL COM 13123X102 7,602 625,656 SH   SOLE   625,656 0 0
CAMECO CORP COM 13321L108 25 1,000,000 SH Put SOLE   0 0 1,000,000
CANADIAN NATL RY CO COM 136375102 0 800,000 SH Put SOLE   0 0 640,100
CANADIAN PAC RY LTD COM 13645T100 1,410 7,700 SH   SOLE   7,700 0 0
CHENIERE ENERGY INC COM NEW 16411R208 58 500,000 SH Call SOLE   0 0 500,000
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 454 16,410 SH   SOLE   16,410 0 0
CNX RESOURCES CORPORATION COM 12653C108 61,595 4,210,188 SH   SOLE   4,210,188 0 0
CNX RESOURCES CORPORATION COM 12653C108 1,775 1,000,000 SH Call SOLE   0 0 1,000,000
CREDIT SUISSE NASSAU BRH 3X LONG GOLD 22542D688 5,153 462,555 SH   SOLE   462,555 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 60 603,800 SH Call SOLE   0 0 603,800
DEVON ENERGY CORP NEW COM 25179M103 9,202 3,038,900 SH Call SOLE   0 0 3,038,900
DEVON ENERGY CORP NEW COM 25179M103 56,712 1,369,843 SH   SOLE   1,369,843 0 0
ENERGEN CORP COM 29265N108 1,111 19,300 SH   SOLE   19,300 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,316 4,465,000 SH Call SOLE   0 0 4,465,000
EQT CORP COM 26884L109 51,877 911,394 SH   SOLE   911,394 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 16,219 3,101,134 SH   SOLE   3,101,134 0 0
GENESEE & WYO INC CL A 371559105 1,023 13,000 SH   SOLE   13,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 537 18,000 SH   SOLE   18,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 1,004 65,000 SH   SOLE   65,000 0 0
HESS CORP COM 42809H107 74,960 1,579,102 SH   SOLE   1,579,102 0 0
HESS CORP COM 42809H107 5 1,000,000 SH Call SOLE   0 0 1,000,000
LOUISIANA PAC CORP COM 546347105 1,518 57,800 SH   SOLE   57,800 0 0
MARATHON OIL CORP COM 565849106 1,947 115,000 SH   SOLE   115,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 158 3,500,000 SH Put SOLE   0 0 3,500,000
OASIS PETE INC NEW COM 674215108 8,366 994,712 SH   SOLE   994,712 0 0
PARSLEY ENERGY INC CL A 701877102 88,532 3,007,194 SH   SOLE   3,007,194 0 0
PATTERSON UTI ENERGY INC COM 703481101 39,077 1,698,270 SH   SOLE   1,698,270 0 0
PEABODY ENERGY CORP NEW COM 704551100 55,758 1,416,252 SH   SOLE   1,416,252 0 0
PEMBINA PIPELINE CORP COM 706327103 561 15,446 SH   SOLE   15,446 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 27,309 2,653,919 SH   SOLE   2,653,919 0 0
PIONEER NAT RES CO COM 723787107 4,131 23,900 SH   SOLE   23,900 0 0
PIONEER NAT RES CO COM 723787107 21 420,000 SH Call SOLE   0 0 420,000
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 264 12,050 SH   SOLE   12,050 0 0
PROSHARES TR II ULTRA SILVER NEW 74347W353 14,306 422,619 SH   SOLE   422,619 0 0
QEP RES INC COM 74733V100 71,143 7,433,999 SH   SOLE   7,433,999 0 0
RANGE RES CORP COM 75281A109 107,466 6,299,296 SH   SOLE   6,299,296 0 0
RANGE RES CORP COM 75281A109 1,246 3,071,400 SH Call SOLE   0 0 3,071,400
RSP PERMIAN INC COM 74978Q105 2,888 71,000 SH   SOLE   71,000 0 0
SM ENERGY CO COM 78454L100 97,983 4,437,624 SH   SOLE   4,437,624 0 0
TARGA RES CORP COM 87612G101 213 570,800 SH Call SOLE   0 0 570,800
TECHNIPFMC PLC COM G87110105 1,075 1,000,000 SH Call SOLE   0 0 1,000,000
TECK RESOURCES LTD CL B 878742204 33,297 1,271,378 SH   SOLE   1,271,378 0 0
TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UN Y8565J101 2,333 988,521 SH   SOLE   988,521 0 0
TRANSOCEAN LTD REG SHS H8817H100 26 1,700,000 SH Put SOLE   0 0 1,700,000
TURQUOISE HILL RES LTD COM 900435108 38,218 11,156,465 SH   SOLE   11,156,465 0 0
UNION PAC CORP COM 907818108 1,408 10,500 SH   SOLE   10,500 0 0
VALE S A ADR 91912E105 28,643 2,342,056 SH   SOLE   2,342,056 0 0
WARRIOR MET COAL INC COM 93627C101 22,947 912,402 SH   SOLE   912,402 0 0
WESTROCK CO COM 96145D105 1,163 18,400 SH   SOLE   18,400 0 0
WEYERHAEUSER CO COM 962166104 1,276 36,200 SH   SOLE   36,200 0 0
WHITING PETE CORP NEW COM NEW 966387409 86,316 3,259,669 SH   SOLE   3,259,669 0 0
WHITING PETE CORP NEW COM NEW 966387409 55 1,825,000 SH Call SOLE   0 0 1,825,000
WILLIAMS COS INC DEL COM 969457100 1,143 37,500 SH   SOLE   37,500 0 0
WPX ENERGY INC COM 98212B103 80,008 5,686,455 SH   SOLE   5,686,455 0 0