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 17,270 3,386,370 SH   SOLE   3,386,370 0 0
CHAMPIONX CORPORATION COM 03755L104 46,082 4,721,515 SH   SOLE   4,721,515 0 0
CIMAREX ENERGY CO COM 171798101 60,427 2,198,138 SH   SOLE   2,198,138 0 0
CNX RESOURCES CORPORATION COM 12653C108 2,243 259,356 SH   SOLE   259,356 0 0
CONCHO RES INC COM 20605P101 45,520 883,892 SH   SOLE   883,892 0 0
CONCHO RES INC COM 20605P101 361 554,700 SH Call OTR   0 0 554,700
DEVON ENERGY CORP NEW COM 25179M103 21,327 1,880,729 SH   SOLE   1,880,729 0 0
ENERPLUS CORP COM 292766102 58,917 20,897,318 SH   SOLE   20,897,318 0 0
ENPHASE ENERGY INC COM 29355A107 1,800 500,000 SH Put OTR   0 0 500,000
EQT CORP COM 26884L109 41,822 3,514,486 SH   SOLE   3,514,486 0 0
EQT CORP COM 26884L109 3,600 3,100,000 SH Call OTR   0 0 3,100,000
EQUITRANS MIDSTREAM CORP COM 294600101 23,909 2,877,147 SH   SOLE   2,877,147 0 0
ISHARES SILVER TR ISHARES 46428Q109 7,582 445,745 SH   SOLE   445,745 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 5,815 141,366 SH   SOLE   141,366 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 15,812 515,224 SH   SOLE   515,224 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 255 2,250,000 SH Call OTR   0 0 2,250,000
NORBORD INC COM NEW 65548P403 14,997 657,629 SH   SOLE   657,629 0 0
NOW INC COM 67011P100 3,150 365,001 SH   SOLE   365,001 0 0
OCCIDENTAL PETE CORP COM 674599105 456 2,850,000 SH Put OTR   0 0 2,850,000
OCEANEERING INTL INC COM 675232102 3,079 481,898 SH   SOLE   481,898 0 0
PARSLEY ENERGY INC CL A 701877102 53,476 5,007,100 SH   SOLE   5,007,100 0 0
PARSLEY ENERGY INC CL A 701877102 116 582,300 SH Call OTR   0 0 582,300
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 5,340 600,000 SH   SOLE   600,000 0 0
QEP RESOURCES INC COM 74733V100 9,790 7,589,356 SH   SOLE   7,589,356 0 0
WARRIOR MET COAL INC COM 93627C101 15,433 1,002,775 SH   SOLE   1,002,775 0 0
WESTROCK CO COM 96145D105 13,547 479,360 SH   SOLE   479,360 0 0
WILLIAMS COS INC COM 969457100 9,986 525,000 SH   SOLE   525,000 0 0
WPX ENERGY INC COM 98212B103 42,970 6,735,098 SH   SOLE   6,735,098 0 0