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
ANTERO RES CORP COM 03674X106 1,003 15,530,700 SH Call OTR   0 0 15,530,700
ANTERO RES CORP COM 03674X106 70,336 12,718,932 SH   SOLE   12,718,932 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 32,912 2,793,889 SH   SOLE   2,793,889 0 0
CALLON PETE CO DEL COM 13123X102 29,551 4,484,225 SH   SOLE   4,484,225 0 0
CHENIERE ENERGY INC COM NEW 16411R208 794 11,600 SH   SOLE   11,600 0 0
CONCHO RES INC COM 20605P101 42,397 410,906 SH   SOLE   410,906 0 0
CREDIT SUISSE NASSAU BRH 3X LONG GOLD 22542D316 6,078 50,466 SH   SOLE   50,466 0 0
DEVON ENERGY CORP NEW COM 25179M103 64,455 2,259,992 SH   SOLE   2,259,992 0 0
DOMTAR CORP COM NEW 257559203 6,518 146,374 SH   SOLE   146,374 0 0
ENERPLUS CORP COM 292766102 37,852 5,027,925 SH   SOLE   5,027,925 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 35,166 1,784,174 SH   SOLE   1,784,174 0 0
EURONAV NV ANTWERPEN SHS B38564108 1,282 135,800 SH   SOLE   135,800 0 0
FREEPORT-MCMORAN INC CL B 35671D857 220 1,000,000 SH Put OTR   0 0 1,000,000
GENESEE & WYO INC CL A 371559105 13,436 134,357 SH   SOLE   134,357 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 853 61,000 SH   SOLE   61,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 12,082 1,400,000 SH   SOLE   1,400,000 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 3,334 232,686 SH   SOLE   232,686 0 0
KEANE GROUP INC COM 48669A108 3,582 533,093 SH   SOLE   533,093 0 0
KOSMOS ENERGY LTD COM 500688106 66,230 10,563,014 SH   SOLE   10,563,014 0 0
LOUISIANA PAC CORP COM 546347105 1,098 41,873 SH   SOLE   41,873 0 0
MARATHON OIL CORP COM 565849106 403 28,383 SH   SOLE   28,383 0 0
MARATHON PETE CORP COM 56585A102 63,691 1,139,783 SH   SOLE   1,139,783 0 0
NOBLE ENERGY INC COM 655044105 24,849 1,109,328 SH   SOLE   1,109,328 0 0
NORBORD INC COM NEW 65548P403 8,286 334,000 SH   SOLE   334,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 1,236 6,200 SH   SOLE   6,200 0 0
PARSLEY ENERGY INC CL A 701877102 101,683 5,348,926 SH   SOLE   5,348,926 0 0
PARSLEY ENERGY INC CL A 701877102 3,025 1,000,000 SH Call OTR   0 0 1,000,000
PATTERSON UTI ENERGY INC COM 703481101 10,414 904,744 SH   SOLE   904,744 0 0
PEABODY ENERGY CORP NEW COM 704551100 10,055 417,237 SH   SOLE   417,237 0 0
PIONEER NAT RES CO COM 723787107 116,393 756,489 SH   SOLE   756,489 0 0
PIONEER NAT RES CO COM 723787107 215 200,000 SH Call OTR   0 0 200,000
POTLATCHDELTIC CORPORATION COM 737630103 75 500,000 SH Put OTR   0 0 500,000
PROSHARES TR II ULTRA SILVER NEW 74347W353 3,035 123,130 SH   SOLE   123,130 0 0
QEP RES INC COM 74733V100 58,658 8,113,181 SH   SOLE   8,113,181 0 0
QEP RES INC COM 74733V100 450 3,800,000 SH Call OTR   0 0 3,800,000
RANGE RES CORP COM 75281A109 55,371 7,932,758 SH   SOLE   7,932,758 0 0
RANGE RES CORP COM 75281A109 1,036 13,819,300 SH Call OTR   0 0 13,819,300
SCHLUMBERGER LTD COM 806857108 3,828 96,330 SH   SOLE   96,330 0 0
SM ENERGY CO COM 78454L100 53,458 4,269,837 SH   SOLE   4,269,837 0 0
TARGA RES CORP COM 87612G101 88 1,750,000 SH Call OTR   0 0 1,750,000
TECK RESOURCES LTD CL B 878742204 65,199 2,825,856 SH   SOLE   2,825,856 0 0
TENARIS S A SPONSORED ADS 88031M109 4,216 160,257 SH   SOLE   160,257 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 1,023 1,300 SH   SOLE   1,300 0 0
TPI COMPOSITES INC COM 87266J104 693 28,046 SH   SOLE   28,046 0 0
TURQUOISE HILL RES LTD COM 900435108 25,371 20,411,824 SH   SOLE   20,411,824 0 0
WARRIOR MET COAL INC COM 93627C101 31,962 1,223,664 SH   SOLE   1,223,664 0 0
WESTROCK CO COM 96145D105 6,394 175,328 SH   SOLE   175,328 0 0
WPX ENERGY INC COM 98212B103 108,818 9,454,232 SH   SOLE   9,454,232 0 0