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
ANTERO MIDSTREAM CORP COM 03676B102 548 74,000 SH   SOLE   74,000 0 0
ANTERO RES CORP COM 03674X106 21,791 7,215,434 SH   SOLE   7,215,434 0 0
ANTERO RES CORP COM 03674X106 419 8,373,100 SH Call OTR   0 0 8,373,100
C&J ENERGY SVCS INC NEW COM 12674R100 21,954 2,046,058 SH   SOLE   2,046,058 0 0
CALLON PETE CO DEL COM 13123X102 10,397 2,395,722 SH   SOLE   2,395,722 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,324 21,000 SH   SOLE   21,000 0 0
CIMAREX ENERGY CO COM 171798101 22,672 472,923 SH   SOLE   472,923 0 0
CONCHO RES INC COM 20605P101 65,142 959,381 SH   SOLE   959,381 0 0
DMC GLOBAL INC COM 23291C103 3,185 72,408 SH   SOLE   72,408 0 0
ENERPLUS CORP COM 292766102 37,574 5,039,229 SH   SOLE   5,039,229 0 0
EQT CORP COM 26884L109 39,113 3,676,008 SH   SOLE   3,676,008 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 22,713 1,561,010 SH   SOLE   1,561,010 0 0
EURONAV NV ANTWERPEN SHS B38564108 1,097 119,291 SH   SOLE   119,291 0 0
FREEPORT-MCMORAN INC CL B 35671D857 139 533,200 SH Put OTR   0 0 533,200
FTS INTERNATIONAL INC COM 30283W104 403 179,694 SH   SOLE   179,694 0 0
ISHARES GOLD TRUST ISHARES 464285105 2,454 174,058 SH   SOLE   174,058 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 1,135 71,296 SH   SOLE   71,296 0 0
KEANE GROUP INC COM 48669A108 331 54,612 SH   SOLE   54,612 0 0
KOSMOS ENERGY LTD COM 500688106 11,368 1,821,791 SH   SOLE   1,821,791 0 0
LOUISIANA PAC CORP COM 546347105 7,583 308,509 SH   SOLE   308,509 0 0
MARATHON PETE CORP COM 56585A102 15,565 256,213 SH   SOLE   256,213 0 0
NORBORD INC COM NEW 65548P403 6,571 273,847 SH   SOLE   273,847 0 0
NORFOLK SOUTHERN CORP COM 655844108 934 5,200 SH   SOLE   5,200 0 0
PARSLEY ENERGY INC CL A 701877102 66,009 3,929,108 SH   SOLE   3,929,108 0 0
PARSLEY ENERGY INC CL A 701877102 1,251 695,100 SH Call OTR   0 0 695,100
PATTERSON UTI ENERGY INC COM 703481101 1,537 179,736 SH   SOLE   179,736 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 43,147 3,283,640 SH   SOLE   3,283,640 0 0
PIONEER NAT RES CO COM 723787107 20,256 161,055 SH   SOLE   161,055 0 0
PIONEER NAT RES CO COM 723787107 2,252 440,500 SH Call OTR   0 0 440,500
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 446 21,000 SH   SOLE   21,000 0 0
PROPETRO HLDG CORP COM 74347M108 9,927 1,092,108 SH   SOLE   1,092,108 0 0
QEP RES INC COM 74733V100 24,032 6,495,124 SH   SOLE   6,495,124 0 0
QUANTA SVCS INC COM 74762E102 16,735 442,737 SH   SOLE   442,737 0 0
RANGE RES CORP COM 75281A109 375 7,509,200 SH Call OTR   0 0 7,509,200
SM ENERGY CO COM 78454L100 19,671 2,030,063 SH   SOLE   2,030,063 0 0
TARGA RES CORP COM 87612G101 51 1,024,700 SH Call OTR   0 0 1,024,700
TC ENERGY CORP COM 87807B107 1,113 21,500 SH   SOLE   21,500 0 0
TECHNIPFMC PLC COM G87110105 9,558 395,957 SH   SOLE   395,957 0 0
TECK RESOURCES LTD CL B 878742204 9,269 571,106 SH   SOLE   571,106 0 0
TENARIS S A SPONSORED ADS 88031M109 22,790 1,076,012 SH   SOLE   1,076,012 0 0
UNION PACIFIC CORP COM 907818108 373 2,300 SH   SOLE   2,300 0 0
WESTROCK CO COM 96145D105 437 12,000 SH   SOLE   12,000 0 0
WPX ENERGY INC COM 98212B103 11,225 1,060,000 SH   SOLE   1,060,000 0 0