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 11,171 69,800 SH   SOLE   69,800 0 0
Albemarle Corporation COM 012653101 1,164 15,100 SH   SOLE   15,100 0 0
Anadarko Petroleum Corporation COM 032511107 11,276 257,200 SH   SOLE   257,200 0 0
Apache Corporation COM 037411105 2,817 107,300 SH   SOLE   107,300 0 0
Avery Dennison Corporation COM 053611109 1,150 12,800 SH   SOLE   12,800 0 0
Baker Hughes, a GE company Class A COM 05722G100 2,862 133,100 SH   SOLE   133,100 0 0
Ball Corporation COM 058498106 4,814 104,700 SH   SOLE   104,700 0 0
Cabot Oil & Gas Corporation COM 127097103 2,534 113,400 SH   SOLE   113,400 0 0
Celanese Corporation Class A COM 150870103 1,574 17,500 SH   SOLE   17,500 0 0
CF Industries Holdings, Inc. COM 125269100 3,007 69,100 SH   SOLE   69,100 0 0
Cheniere Energy, Inc. COM 16411R208 5,357 90,500 SH   SOLE   90,500 0 0
Chevron Corporation COM 166764100 66,046 607,100 SH   SOLE   607,100 0 0
Cimarex Energy Company COM 171798101 1,658 26,900 SH   SOLE   26,900 0 0
Concho Resources Inc. COM 20605P101 5,596 54,440 SH   SOLE   54,440 0 0
ConocoPhillips COM 20825C104 23,581 378,200 SH   SOLE   378,200 0 0
Continental Resources, Inc. COM 212015101 2,661 66,200 SH   SOLE   66,200 0 0
Devon Energy Corporation COM 25179M103 3,153 139,900 SH   SOLE   139,900 0 0
Diamondback Energy, Inc. COM 25278X109 8,408 90,700 SH   SOLE   90,700 0 0
DowDuPont Inc. COM 26078J100 25,464 476,135 SH   SOLE   476,135 0 0
Eastman Chemical Company COM 277432100 4,036 55,200 SH   SOLE   55,200 0 0
Ecolab Inc. COM 278865100 6,115 41,500 SH   SOLE   41,500 0 0
EOG Resources, Inc. COM 26875P101 24,558 281,600 SH   SOLE   281,600 0 0
Exxon Mobil Corporation COM 30231G102 98,823 1,449,230 SH   SOLE   1,449,230 0 0
FMC Corporation COM 302491303 1,206 16,300 SH   SOLE   16,300 0 0
Freeport-McMoRan, Inc. COM 35671D857 1,826 177,100 SH   SOLE   177,100 0 0
Halliburton Company COM 406216101 7,386 277,870 SH   SOLE   277,870 0 0
Helmerich & Payne, Inc. COM 423452101 1,611 33,600 SH   SOLE   33,600 0 0
Hess Corporation COM 42809H107 2,880 71,100 SH   SOLE   71,100 0 0
HollyFrontier Corporation COM 436106108 2,571 50,300 SH   SOLE   50,300 0 0
International Flavors & Fragrances Inc. COM 459506101 1,396 10,400 SH   SOLE   10,400 0 0
International Paper Company COM 460146103 2,014 49,900 SH   SOLE   49,900 0 0
Kinder Morgan, Inc. COM 49456B101 14,768 960,200 SH   SOLE   960,200 0 0
Linde plc COM G5494J103 12,343 79,100 SH   SOLE   79,100 0 0
LyondellBasell Industries N.V. COM N53745100 3,143 37,800 SH   SOLE   37,800 0 0
Marathon Oil Corporation COM 565849106 7,798 543,800 SH   SOLE   543,800 0 0
Marathon Petroleum Corporation COM 56585A102 20,995 355,785 SH   SOLE   355,785 0 0
Martin Marietta Materials, Inc. COM 573284106 1,495 8,700 SH   SOLE   8,700 0 0
Mosaic Company COM 61945C103 1,881 64,401 SH   SOLE   64,401 0 0
National Oilwell Varco, Inc. COM 637071101 2,801 109,000 SH   SOLE   109,000 0 0
Newfield Exploration Company COM 651290108 819 55,900 SH   SOLE   55,900 0 0
Newmont Mining Corporation COM 651639106 2,547 73,500 SH   SOLE   73,500 0 0
Noble Energy, Inc. COM 655044105 2,621 139,700 SH   SOLE   139,700 0 0
Nucor Corporation COM 670346105 2,000 38,600 SH   SOLE   38,600 0 0
Occidental Petroleum Corporation COM 674599105 22,661 369,200 SH   SOLE   369,200 0 0
ONEOK, Inc. COM 682680103 6,150 114,000 SH   SOLE   114,000 0 0
Packaging Corporation of America COM 695156109 976 11,700 SH   SOLE   11,700 0 0
Phillips 66 COM 718546104 14,506 168,375 SH   SOLE   168,375 0 0
Pioneer Natural Resources Company COM 723787107 6,129 46,600 SH   SOLE   46,600 0 0
PPG Industries, Inc. COM 693506107 2,862 28,000 SH   SOLE   28,000 0 0
Schlumberger Limited COM 806857108 15,536 430,600 SH   SOLE   430,600 0 0
Sherwin-Williams Company COM 824348106 9,286 23,600 SH   SOLE   23,600 0 0
TechnipFMC plc COM G87110105 2,254 115,100 SH   SOLE   115,100 0 0
Williams Companies, Inc. COM 969457100 10,760 488,000 SH   SOLE   488,000 0 0
Total S.A. ADR COM 89151E109 4,347 83,300 SH   SOLE   83,300 0 0
Valero Energy Corporation COM 91913Y100 8,764 116,900 SH   SOLE   116,900 0 0
Vulcan Materials Company COM 929160109 1,571 15,900 SH   SOLE   15,900 0 0
WestRock Company COM 96145D105 1,461 38,700 SH   SOLE   38,700 0 0
Whiting Petroleum Corporation COM 966387409 1,150 50,675 SH   SOLE   50,675 0 0