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
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 72,570 2,942,816 SH   SOLE None 2,942,816 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 42,348 2,380,436 SH   SOLE None 2,380,436 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 41,705 1,690,822 SH   SOLE None 1,690,822 0 0
FALCON MINERALS CORP CL A COM 30607B109 38,867 5,505,253 SH   SOLE None 5,505,253 0 0
TARGA RES CORP COM 87612G101 26,564 650,603 SH   SOLE None 650,603 0 0
SWITCHBACK ENERGY ACQUISITIO UNIT 99/99/9999 87105M201 20,080 2,000,000 SH   SOLE None 2,000,000 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107 19,482 522,157 SH   SOLE None 522,157 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 18,930 1,475,415 SH   SOLE None 1,475,415 0 0
ALTUS MIDSTREAM CO CL A 02215L100 18,584 6,497,806 SH   SOLE None 6,497,806 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 18,039 2,376,614 SH   SOLE None 2,376,614 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 16,049 1,415,263 SH   SOLE None 1,415,263 0 0
ANTERO RES CORP COM 03674X106 14,928 5,238,044 SH   SOLE None 5,238,044 0 0
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 13,633 455,807 SH   SOLE None 455,807 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 12,865 456,871 SH   SOLE None 456,871 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 12,275 572,514 SH   SOLE None 572,514 0 0
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 9,545 611,480 SH   SOLE None 611,480 0 0
MPLX LP COM UNIT REP LTD 55336V100 9,268 364,009 SH   SOLE None 364,009 0 0
CHENIERE ENERGY INC COM NEW 16411R208 8,767 143,550 SH   SOLE None 143,550 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 8,669 707,088 SH   SOLE None 707,088 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 5,351 173,626 SH   SOLE None 173,626 0 0
TORTOISE ACQUISITION CORP UNIT 03/04/2024 89154L209 5,085 500,000 SH   SOLE None 500,000 0 0
CVR PARTNERS LP COM 126633106 3,922 1,265,084 SH   SOLE None 1,265,084 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 3,902 198,147 SH   SOLE None 198,147 0 0
KAYNE ANDERSON MDSTM ENERGY COM 48661E108 3,751 356,605 SH   SOLE None 356,605 0 0
NOBLE ENERGY INC COM 655044105 3,557 143,194 SH   SOLE None 143,194 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 3,241 176,259 SH   SOLE None 176,259 0 0
ARCH COAL INC CL A 039380407 2,373 33,079 SH   SOLE None 33,079 0 0
NEXTIER OILFIELD SOLUTIONS I COM 65290C105 1,789 267,006 SH   SOLE None 267,006 0 0
PARSLEY ENERGY INC CL A 701877102 1,789 94,601 SH   SOLE None 94,601 0 0
ENCANA CORP COM 292505104 1,321 281,690 SH   SOLE None 281,690 0 0
WARRIOR MET COAL INC COM 93627C101 1,308 61,897 SH   SOLE None 61,897 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,303 14,037 SH   SOLE None 14,037 0 0
MICROSOFT CORP COM 594918104 1,251 7,932 SH   SOLE None 7,932 0 0
JACOBS ENGR GROUP INC COM 469814107 1,232 13,711 SH   SOLE None 13,711 0 0
JEFFERIES FINL GROUP INC COM 47233W109 1,157 54,153 SH   SOLE None 54,153 0 0
GASLOG LTD SHS G37585109 1,070 109,292 SH   SOLE None 109,292 0 0
SOUTHERN COPPER CORP COM 84265V105 1,012 23,831 SH   SOLE None 23,831 0 0
PRUDENTIAL FINL INC COM 744320102 1,004 10,710 SH   SOLE None 10,710 0 0
CVS HEALTH CORP COM 126650100 966 13,002 SH   SOLE None 13,002 0 0
CONOCOPHILLIPS COM 20825C104 965 14,836 SH   SOLE None 14,836 0 0
CELANESE CORP DEL COM 150870103 941 7,646 SH   SOLE None 7,646 0 0
INTRA CELLULAR THERAPIES INC COM 46116X101 928 27,053 SH   SOLE None 27,053 0 0
GATX CORP COM 361448103 898 10,843 SH   SOLE None 10,843 0 0
LINCOLN NATL CORP IND COM 534187109 891 15,106 SH   SOLE None 15,106 0 0
ALLERGAN PLC SHS G0177J108 888 4,647 SH   SOLE None 4,647 0 0
CIT GROUP INC COM NEW 125581801 875 19,173 SH   SOLE None 19,173 0 0
UNUM GROUP COM 91529Y106 873 29,953 SH   SOLE None 29,953 0 0
UNITED RENTALS INC COM 911363109 868 5,205 SH   SOLE None 5,205 0 0
PDC ENERGY INC COM 69327R101 848 32,417 SH   SOLE None 32,417 0 0
EQT CORP COM 26884L109 832 76,328 SH   SOLE None 76,328 0 0
BP PLC SPONSORED ADR 055622104 808 21,400 SH   SOLE None 21,400 0 0
AXALTA COATING SYS LTD COM G0750C108 767 25,217 SH   SOLE None 25,217 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 723 8,527 SH   SOLE None 8,527 0 0
MOSAIC CO NEW COM 61945C103 721 33,332 SH   SOLE None 33,332 0 0
ALCOA CORP COM 013872106 694 32,261 SH   SOLE None 32,261 0 0
COMMERCIAL METALS CO COM 201723103 687 30,850 SH   SOLE None 30,850 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 666 284,622 SH   SOLE None 284,622 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 643 13,461 SH   SOLE None 13,461 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 623 14,328 SH   SOLE None 14,328 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 622 43,761 SH   SOLE None 43,761 0 0
PVH CORP COM 693656100 582 5,534 SH   SOLE None 5,534 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 580 3,400 SH   SOLE None 3,400 0 0
CABOT OIL & GAS CORP COM 127097103 575 33,012 SH   SOLE None 33,012 0 0
WPX ENERGY INC COM 98212B103 531 38,641 SH   SOLE None 38,641 0 0
RYDER SYS INC COM 783549108 516 9,501 SH   SOLE None 9,501 0 0
MARATHON OIL CORP COM 565849106 501 36,915 SH   SOLE None 36,915 0 0
HERC HLDGS INC COM 42704L104 492 10,053 SH   SOLE None 10,053 0 0
PDL BIOPHARMA INC COM 69329Y104 488 150,412 SH   SOLE None 150,412 0 0
BRIGGS & STRATTON CORP COM 109043109 482 72,310 SH   SOLE None 72,310 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 473 3,849 SH   SOLE None 3,849 0 0
JPMORGAN CHASE & CO COM 46625H100 473 3,392 SH   SOLE None 3,392 0 0
ARCBEST CORP COM 03937C105 452 16,378 SH   SOLE None 16,378 0 0
MARATHON PETE CORP COM 56585A102 446 7,396 SH   SOLE None 7,396 0 0
OCCIDENTAL PETE CORP COM 674599105 439 10,645 SH   SOLE None 10,645 0 0
JOHNSON & JOHNSON COM 478160104 404 2,771 SH   SOLE None 2,771 0 0
AK STL HLDG CORP COM 001547108 402 122,135 SH   SOLE None 122,135 0 0
GRANITE CONSTR INC COM 387328107 368 13,294 SH   SOLE None 13,294 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 351 76,005 SH   SOLE None 76,005 0 0
HELMERICH & PAYNE INC COM 423452101 342 7,525 SH   SOLE None 7,525 0 0
SCHLUMBERGER LTD COM 806857108 334 8,311 SH   SOLE None 8,311 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 303 6,750 SH   SOLE None 6,750 0 0
FIFTH THIRD BANCORP COM 316773100 302 9,816 SH   SOLE None 9,816 0 0
VOYA FINL INC COM 929089100 302 4,947 SH   SOLE None 4,947 0 0
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107 275 12,394 SH   SOLE None 12,394 0 0
CABOT CORP COM 127055101 265 5,584 SH   SOLE None 5,584 0 0
F M C CORP COM NEW 302491303 244 2,440 SH   SOLE None 2,440 0 0
OWENS CORNING NEW COM 690742101 234 3,596 SH   SOLE None 3,596 0 0
ABBVIE INC COM 00287Y109 227 2,560 SH   SOLE None 2,560 0 0
FASTENAL CO COM 311900104 226 6,117 SH   SOLE None 6,117 0 0
3M CO COM 88579Y101 226 1,280 SH   SOLE None 1,280 0 0
HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 222 8,868 SH   SOLE None 8,868 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 213 4,880 SH   SOLE None 4,880 0 0
ABBOTT LABS COM 002824100 208 2,400 SH   SOLE None 2,400 0 0