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 7,623 3,630,194 SH   SOLE   3,630,194 0 0
ANTERO RESOURCES CORP COM 03674X106 6,149 8,625,275 SH   SOLE   8,625,275 0 0
APERGY CORP COM 03755L104 17,950 3,121,825 SH   SOLE   3,121,825 0 0
ARCH COAL INC CL A 039380407 8,050 278,553 SH   SOLE   278,553 0 0
BAKER HUGHES COMPANY CL A 05722G100 30,761 2,929,596 SH   SOLE   2,929,596 0 0
CIMAREX ENERGY CO COM 171798101 56,704 3,369,227 SH   SOLE   3,369,227 0 0
CNX RESOURCES CORPORATION COM 12653C108 10,324 1,940,668 SH   SOLE   1,940,668 0 0
CONCHO RES INC COM 20605P101 915 554,700 SH Call OTR   0 0 554,700
CONCHO RES INC COM 20605P101 42,652 995,369 SH   SOLE   995,369 0 0
DEVON ENERGY CORP NEW COM 25179M103 43,959 6,361,649 SH   SOLE   6,361,649 0 0
ENERPLUS CORP COM 292766102 28,195 19,132,503 SH   SOLE   19,132,503 0 0
EQT CORPORATION COM 26884L109 24,142 3,414,718 SH   SOLE   3,414,718 0 0
EQT CORPORATION COM 26884L109 950 1,900,000 SH Call OTR   0 0 1,900,000
EQUITRANS MIDSTREAM CORP COM 294600101 800 4,000,000 SH Call OTR   0 0 4,000,000
ISHARES SILVER TRUST ISHARES 46428Q109 9,669 740,884 SH   SOLE   740,884 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 18,711 741,016 SH   SOLE   741,016 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 893 2,250,000 SH Call OTR   0 0 2,250,000
MASTEC INC COM 576323109 8,019 245,000 SH   SOLE   245,000 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 5,739 4,905,375 SH   SOLE   4,905,375 0 0
NORBORD INC COM NEW 65548P403 14,853 1,257,142 SH   SOLE   1,257,142 0 0
PARSLEY ENERGY INC CL A 701877102 41,300 7,207,630 SH   SOLE   7,207,630 0 0
PARSLEY ENERGY INC CL A 701877102 175 582,300 SH Call OTR   0 0 582,300
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 3,225 574,800 SH   SOLE   574,800 0 0
PROPETRO HLDG CORP COM 74347M108 9,678 3,871,205 SH   SOLE   3,871,205 0 0
QEP RESOURCES INC COM 74733V100 1,539 4,600,000 SH   SOLE   4,600,000 0 0
QUANTA SVCS INC COM 74762E102 11,489 362,087 SH   SOLE   362,087 0 0
SCHLUMBERGER LTD COM 806857108 34,769 2,577,372 SH   SOLE   2,577,372 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 24,815 167,609 SH   SOLE   167,609 0 0
TECHNIPFMC PLC COM G87110105 3,663 538,177 SH   SOLE   538,177 0 0
TECK RESOURCES LTD CL B 878742204 7,767 1,027,035 SH   SOLE   1,027,035 0 0
TENARIS S A SPONSORED ADS 88031M109 5,724 475,000 SH   SOLE   475,000 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 2,895 7,619 SH   SOLE   7,619 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 13,215 1,993,138 SH   SOLE   1,993,138 0 0
WARRIOR MET COAL INC COM 93627C101 11,762 1,107,573 SH   SOLE   1,107,573 0 0
WESTROCK CO COM 96145D105 12,335 436,498 SH   SOLE   436,498 0 0
WPX ENERGY INC COM 98212B103 39,492 12,948,157 SH   SOLE   12,948,157 0 0