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 11,148 70,100 SH   SOLE   70,100 0 0
Albemarle Corporation COM 012653101 3,385 36,500 SH   SOLE   36,500 0 0
Anadarko Petroleum Corporation COM 032511107 10,336 171,100 SH   SOLE   171,100 0 0
Andeavor COM 03349M105 6,746 67,080 SH   SOLE   67,080 0 0
Apache Corporation COM 037411105 1,701 44,200 SH   SOLE   44,200 0 0
Baker Hughes, a GE company Class A COM 05722G100 1,363 49,100 SH   SOLE   49,100 0 0
Cabot Oil & Gas Corporation COM 127097103 1,494 62,300 SH   SOLE   62,300 0 0
Callon Petroleum Company COM 13123X102 3,621 273,500 SH   SOLE   273,500 0 0
CF Industries Holdings, Inc. COM 125269100 2,894 76,700 SH   SOLE   76,700 0 0
Cheniere Energy, Inc. COM 16411R208 7,852 146,900 SH   SOLE   146,900 0 0
Chevron Corporation COM 166764100 64,923 569,300 SH   SOLE   569,300 0 0
Cimarex Energy Company COM 171798101 3,787 40,500 SH   SOLE   40,500 0 0
Concho Resources Inc. COM 20605P101 13,394 89,100 SH   SOLE   89,100 0 0
ConocoPhillips COM 20825C104 33,119 558,600 SH   SOLE   558,600 0 0
Devon Energy Corporation COM 25179M103 8,068 253,800 SH   SOLE   253,800 0 0
Diamondback Energy, Inc. COM 25278X109 10,742 84,900 SH   SOLE   84,900 0 0
DowDuPont Inc. COM 26078J100 31,927 501,135 SH   SOLE   501,135 0 0
Eastman Chemical Company COM 277432100 8,383 79,400 SH   SOLE   79,400 0 0
Ecolab Inc. COM 278865100 3,194 23,300 SH   SOLE   23,300 0 0
Enbridge Inc. COM 29250N105 2,127 67,573 SH   SOLE   67,573 0 0
EOG Resources, Inc. COM 26875P101 18,917 179,700 SH   SOLE   179,700 0 0
EQT Corporation COM 26884L109 3,848 81,000 SH   SOLE   81,000 0 0
Exxon Mobil Corporation COM 30231G102 110,059 1,475,130 SH   SOLE   1,475,130 0 0
Freeport-McMoRan, Inc. COM 35671D857 7,005 398,700 SH   SOLE   398,700 0 0
Halliburton Company COM 406216101 22,192 472,770 SH   SOLE   472,770 0 0
Hess Corporation COM 42809H107 6,651 131,400 SH   SOLE   131,400 0 0
Kinder Morgan, Inc. COM 49456B101 4,357 289,300 SH   SOLE   289,300 0 0
LyondellBasell Industries N.V. COM N53745100 13,654 129,200 SH   SOLE   129,200 0 0
Marathon Oil Corporation COM 565849106 7,333 454,600 SH   SOLE   454,600 0 0
Marathon Petroleum Corporation COM 56585A102 5,776 79,000 SH   SOLE   79,000 0 0
Monsanto Company COM 61166W101 8,938 76,600 SH   SOLE   76,600 0 0
Mosaic Company COM 61945C103 2,816 116,000 SH   SOLE   116,000 0 0
National Oilwell Varco, Inc. COM 637071101 5,223 141,900 SH   SOLE   141,900 0 0
Newmont Mining Corporation COM 651639106 2,309 59,100 SH   SOLE   59,100 0 0
Noble Energy, Inc. COM 655044105 1,615 53,300 SH   SOLE   53,300 0 0
Nucor Corporation COM 670346105 1,503 24,600 SH   SOLE   24,600 0 0
Occidental Petroleum Corporation COM 674599105 20,248 311,700 SH   SOLE   311,700 0 0
Oil States International, Inc. COM 678026105 4,719 180,100 SH   SOLE   180,100 0 0
Packaging Corporation of America COM 695156109 5,624 49,900 SH   SOLE   49,900 0 0
Phillips 66 COM 718546104 16,736 174,475 SH   SOLE   174,475 0 0
Pioneer Natural Resources Company COM 723787107 15,993 93,100 SH   SOLE   93,100 0 0
PPG Industries, Inc. COM 693506107 11,539 103,400 SH   SOLE   103,400 0 0
Praxair, Inc. COM 74005P104 3,045 21,100 SH   SOLE   21,100 0 0
Reliance Steel & Aluminum Co. COM 759509102 2,924 34,100 SH   SOLE   34,100 0 0
RSP Permian, Inc. COM 74978Q105 6,798 145,000 SH   SOLE   145,000 0 0
Schlumberger Limited COM 806857108 34,035 525,400 SH   SOLE   525,400 0 0
Steel Dynamics, Inc. COM 858119100 5,541 125,300 SH   SOLE   125,300 0 0
Targa Resources Corp. COM 87612G101 4,303 97,800 SH   SOLE   97,800 0 0
TechnipFMC plc COM G87110105 1,564 53,100 SH   SOLE   53,100 0 0
Valero Energy Corporation COM 91913Y100 17,422 187,800 SH   SOLE   187,800 0 0
Weatherford International plc COM G48833100 2,725 1,190,100 SH   SOLE   1,190,100 0 0
Whiting Petroleum Corporation COM 966387409 2,128 62,875 SH   SOLE   62,875 0 0
Williams Companies, Inc. COM 969457100 12,766 513,500 SH   SOLE   513,500 0 0