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
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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 13,329 69,800 SH   SOLE   69,800 0 0
Albemarle Corporation COM 012653101 1,238 15,100 SH   SOLE   15,100 0 0
Anadarko Petroleum Corporation COM 032511107 8,559 188,200 SH   SOLE   188,200 0 0
Apache Corporation COM 037411105 3,719 107,300 SH   SOLE   107,300 0 0
Avery Dennison Corporation COM 053611109 1,446 12,800 SH   SOLE   12,800 0 0
Baker Hughes, a GE company Class A COM 05722G100 3,690 133,100 SH   SOLE   133,100 0 0
Ball Corporation COM 058498106 6,058 104,700 SH   SOLE   104,700 0 0
Cabot Oil & Gas Corporation COM 127097103 2,960 113,400 SH   SOLE   113,400 0 0
Celanese Corporation Class A COM 150870103 1,726 17,500 SH   SOLE   17,500 0 0
CF Industries Holdings, Inc. COM 125269100 1,071 26,200 SH   SOLE   26,200 0 0
Cheniere Energy, Inc. COM 16411R208 6,186 90,500 SH   SOLE   90,500 0 0
Chevron Corporation COM 166764100 74,783 607,100 SH   SOLE   607,100 0 0
Cimarex Energy Company COM 171798101 1,880 26,900 SH   SOLE   26,900 0 0
Concho Resources Inc. COM 20605P101 6,041 54,440 SH   SOLE   54,440 0 0
ConocoPhillips COM 20825C104 25,241 378,200 SH   SOLE   378,200 0 0
Devon Energy Corporation COM 25179M103 4,415 139,900 SH   SOLE   139,900 0 0
Diamondback Energy, Inc. COM 25278X109 10,366 102,100 SH   SOLE   102,100 0 0
DowDuPont Inc. COM 26078J100 22,189 416,235 SH   SOLE   416,235 0 0
Eastman Chemical Company COM 277432100 4,189 55,200 SH   SOLE   55,200 0 0
Ecolab Inc. COM 278865100 5,985 33,900 SH   SOLE   33,900 0 0
EOG Resources, Inc. COM 26875P101 26,803 281,600 SH   SOLE   281,600 0 0
Exxon Mobil Corporation COM 30231G102 120,386 1,489,930 SH   SOLE   1,489,930 0 0
FMC Corporation COM 302491303 1,252 16,300 SH   SOLE   16,300 0 0
Freeport-McMoRan, Inc. COM 35671D857 2,283 177,100 SH   SOLE   177,100 0 0
Halliburton Company COM 406216101 8,142 277,870 SH   SOLE   277,870 0 0
Helmerich & Payne, Inc. COM 423452101 1,867 33,600 SH   SOLE   33,600 0 0
Hess Corporation COM 42809H107 4,282 71,100 SH   SOLE   71,100 0 0
HollyFrontier Corporation COM 436106108 2,478 50,300 SH   SOLE   50,300 0 0
International Flavors & Fragrances Inc. COM 459506101 1,339 10,400 SH   SOLE   10,400 0 0
International Paper Company COM 460146103 2,309 49,900 SH   SOLE   49,900 0 0
Kinder Morgan, Inc. COM 49456B101 19,214 960,200 SH   SOLE   960,200 0 0
Linde plc COM G5494J103 13,916 79,100 SH   SOLE   79,100 0 0
LyondellBasell Industries N.V. COM N53745100 3,178 37,800 SH   SOLE   37,800 0 0
Marathon Oil Corporation COM 565849106 9,087 543,800 SH   SOLE   543,800 0 0
Marathon Petroleum Corporation COM 56585A102 21,294 355,785 SH   SOLE   355,785 0 0
Martin Marietta Materials, Inc. COM 573284106 1,408 7,000 SH   SOLE   7,000 0 0
Mosaic Company COM 61945C103 1,057 38,701 SH   SOLE   38,701 0 0
National Oilwell Varco, Inc. COM 637071101 2,904 109,000 SH   SOLE   109,000 0 0
Newmont Mining Corporation COM 651639106 2,629 73,500 SH   SOLE   73,500 0 0
Noble Energy, Inc. COM 655044105 3,455 139,700 SH   SOLE   139,700 0 0
Nucor Corporation COM 670346105 5,281 90,500 SH   SOLE   90,500 0 0
Occidental Petroleum Corporation COM 674599105 24,441 369,200 SH   SOLE   369,200 0 0
ONEOK, Inc. COM 682680103 7,962 114,000 SH   SOLE   114,000 0 0
Packaging Corporation of America COM 695156109 1,163 11,700 SH   SOLE   11,700 0 0
Phillips 66 COM 718546104 16,024 168,375 SH   SOLE   168,375 0 0
Pioneer Natural Resources Company COM 723787107 7,096 46,600 SH   SOLE   46,600 0 0
PPG Industries, Inc. COM 693506107 3,160 28,000 SH   SOLE   28,000 0 0
Schlumberger Limited COM 806857108 18,761 430,600 SH   SOLE   430,600 0 0
Sealed Air Corporation COM 81211K100 843 18,300 SH   SOLE   18,300 0 0
Sherwin-Williams Company COM 824348106 10,165 23,600 SH   SOLE   23,600 0 0
TechnipFMC plc COM G87110105 2,707 115,100 SH   SOLE   115,100 0 0
Williams Companies, Inc. COM 969457100 14,015 488,000 SH   SOLE   488,000 0 0
Total S.A. ADR COM 89151E109 5,838 104,900 SH   SOLE   104,900 0 0
Valero Energy Corporation COM 91913Y100 9,917 116,900 SH   SOLE   116,900 0 0
Vulcan Materials Company COM 929160109 5,967 50,400 SH   SOLE   50,400 0 0
WestRock Company COM 96145D105 1,173 30,600 SH   SOLE   30,600 0 0
Whiting Petroleum Corporation COM 966387409 1,325 50,675 SH   SOLE   50,675 0 0