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 10,917 70,100 SH   SOLE   70,100 0 0
Anadarko Petroleum Corporation COM 032511107 10,226 139,600 SH   SOLE   139,600 0 0
Andeavor COM 03349M105 12,787 97,480 SH   SOLE   97,480 0 0
Apache Corporation COM 037411105 2,066 44,200 SH   SOLE   44,200 0 0
Baker Hughes, a GE company Class A COM 05722G100 1,622 49,100 SH   SOLE   49,100 0 0
Cabot Oil & Gas Corporation COM 127097103 1,483 62,300 SH   SOLE   62,300 0 0
CF Industries Holdings, Inc. COM 125269100 4,915 110,700 SH   SOLE   110,700 0 0
Cheniere Energy, Inc. COM 16411R208 10,659 163,500 SH   SOLE   163,500 0 0
Chevron Corporation COM 166764100 71,977 569,300 SH   SOLE   569,300 0 0
Concho Resources Inc. COM 20605P101 9,698 70,100 SH   SOLE   70,100 0 0
ConocoPhillips COM 20825C104 36,070 518,100 SH   SOLE   518,100 0 0
Continental Resources, Inc. COM 212015101 2,441 37,700 SH   SOLE   37,700 0 0
Devon Energy Corporation COM 25179M103 11,157 253,800 SH   SOLE   253,800 0 0
Diamondback Energy, Inc. COM 25278X109 7,499 57,000 SH   SOLE   57,000 0 0
DowDuPont Inc. COM 26078J100 29,745 451,235 SH   SOLE   451,235 0 0
Eastman Chemical Company COM 277432100 7,937 79,400 SH   SOLE   79,400 0 0
Ecolab Inc. COM 278865100 3,270 23,300 SH   SOLE   23,300 0 0
EOG Resources, Inc. COM 26875P101 22,360 179,700 SH   SOLE   179,700 0 0
EQT Corporation COM 26884L109 4,470 81,000 SH   SOLE   81,000 0 0
Exxon Mobil Corporation COM 30231G102 122,038 1,475,130 SH   SOLE   1,475,130 0 0
Freeport-McMoRan, Inc. COM 35671D857 6,882 398,700 SH   SOLE   398,700 0 0
Halliburton Company COM 406216101 20,663 458,570 SH   SOLE   458,570 0 0
Helmerich & Payne, Inc. COM 423452101 4,623 72,500 SH   SOLE   72,500 0 0
Hess Corporation COM 42809H107 8,789 131,400 SH   SOLE   131,400 0 0
Kinder Morgan, Inc. COM 49456B101 5,112 289,300 SH   SOLE   289,300 0 0
LyondellBasell Industries N.V. COM N53745100 14,193 129,200 SH   SOLE   129,200 0 0
Marathon Oil Corporation COM 565849106 12,818 614,500 SH   SOLE   614,500 0 0
Marathon Petroleum Corporation COM 56585A102 5,543 79,000 SH   SOLE   79,000 0 0
Materials Select Sector SPDR Fund COM 81369Y100 9,407 162,000 SH   SOLE   162,000 0 0
Mosaic Company COM 61945C103 4,696 167,400 SH   SOLE   167,400 0 0
National Oilwell Varco, Inc. COM 637071101 1,918 44,200 SH   SOLE   44,200 0 0
Newmont Mining Corporation COM 651639106 2,229 59,100 SH   SOLE   59,100 0 0
Noble Energy, Inc. COM 655044105 6,728 190,700 SH   SOLE   190,700 0 0
Nucor Corporation COM 670346105 1,538 24,600 SH   SOLE   24,600 0 0
Occidental Petroleum Corporation COM 674599105 29,857 356,800 SH   SOLE   356,800 0 0
Oil States International, Inc. COM 678026105 3,881 120,900 SH   SOLE   120,900 0 0
ONEOK, Inc. COM 682680103 3,708 53,100 SH   SOLE   53,100 0 0
Packaging Corporation of America COM 695156109 4,259 38,100 SH   SOLE   38,100 0 0
Parsley Energy, Inc. Class A COM 701877102 5,260 173,700 SH   SOLE   173,700 0 0
Phillips 66 COM 718546104 18,921 168,475 SH   SOLE   168,475 0 0
Pioneer Natural Resources Company COM 723787107 17,618 93,100 SH   SOLE   93,100 0 0
PPG Industries, Inc. COM 693506107 7,883 76,000 SH   SOLE   76,000 0 0
Praxair, Inc. COM 74005P104 3,337 21,100 SH   SOLE   21,100 0 0
Reliance Steel & Aluminum Co. COM 759509102 2,985 34,100 SH   SOLE   34,100 0 0
Rio Tinto plc Sponsored ADR COM 767204100 3,434 61,900 SH   SOLE   61,900 0 0
RSP Permian, Inc. COM 74978Q105 1,959 44,500 SH   SOLE   44,500 0 0
Schlumberger Limited COM 806857108 35,218 525,400 SH   SOLE   525,400 0 0
Steel Dynamics, Inc. COM 858119100 5,758 125,300 SH   SOLE   125,300 0 0
TechnipFMC plc COM G87110105 8,392 264,400 SH   SOLE   264,400 0 0
Valero Energy Corporation COM 91913Y100 20,127 181,600 SH   SOLE   181,600 0 0
WestRock Company COM 96145D105 4,368 76,600 SH   SOLE   76,600 0 0
Whiting Petroleum Corporation COM 966387409 3,315 62,875 SH   SOLE   62,875 0 0
Williams Companies, Inc. COM 969457100 13,921 513,500 SH   SOLE   513,500 0 0