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 RESOURCES CORP COM 03674X106 5,667 2,060,715 SH   SOLE   2,060,715 0 0
CANADIAN SOLAR INC COM 136635109 5,090 145,000 SH   SOLE   145,000 0 0
CHAMPIONX CORPORATION COM 15872M104 36,386 4,553,914 SH   SOLE   4,553,914 0 0
CIMAREX ENERGY CO COM 171798101 50,290 2,066,995 SH   SOLE   2,066,995 0 0
CNX RES CORP COM 12653C108 4,273 452,676 SH   SOLE   452,676 0 0
CONCHO RES INC COM 20605P101 72 554,700 SH Call OTR   0 0 554,700
CONCHO RES INC COM 20605P101 46,864 1,062,187 SH   SOLE   1,062,187 0 0
DEVON ENERGY CORP NEW COM 25179M103 7,206 761,755 SH   SOLE   761,755 0 0
ENERPLUS CORP COM 292766102 39,132 21,211,604 SH   SOLE   21,211,604 0 0
EQT CORP COM 26884L109 2,765 3,100,000 SH Call OTR   0 0 3,100,000
EQT CORP COM 26884L109 43,301 3,348,909 SH   SOLE   3,348,909 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 30,033 3,549,943 SH   SOLE   3,549,943 0 0
FLUOR CORP NEW COM 343412102 70 2,500,000 SH Call OTR   0 0 2,500,000
FLUOR CORP NEW COM 343412102 12,579 1,427,844 SH   SOLE   1,427,844 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 14,293 1,014,406 SH   SOLE   1,014,406 0 0
HESS CORP COM 42809H107 2,330 400,000 SH Put OTR   0 0 400,000
ISHARES SILVER TR ISHARES 46428Q109 6,303 291,267 SH   SOLE   291,267 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 53,098 1,974,646 SH   SOLE   1,974,646 0 0
MASTEC INC COM 576323109 20,018 474,360 SH   SOLE   474,360 0 0
NORBORD INC COM NEW 65548P403 1,950 65,952 SH   SOLE   65,952 0 0
OCEANEERING INTL INC COM 675232102 407 115,703 SH   SOLE   115,703 0 0
PARSLEY ENERGY INC CL A 701877102 29 582,300 SH Call OTR   0 0 582,300
PARSLEY ENERGY INC CL A 701877102 45,948 4,909,025 SH   SOLE   4,909,025 0 0
PIONEER NAT RES CO COM 723787107 7,739 90,000 SH   SOLE   90,000 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 8,574 1,407,853 SH   SOLE   1,407,853 0 0
QEP RESOURCES INC COM 74733V100 7,585 8,401,376 SH   SOLE   8,401,376 0 0
QUANTA SVCS INC COM 74762E102 8,386 158,638 SH   SOLE   158,638 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,622 690,100 SH   SOLE   690,100 0 0
TURQUOISE HILL RES LTD COM 900435108 6,251 738,762 SH   SOLE   738,762 0 0
WARRIOR MET COAL INC COM 93627C101 18,179 1,064,321 SH   SOLE   1,064,321 0 0
WESTROCK CO COM 96145D105 33,066 951,813 SH   SOLE   951,813 0 0
WHITING PETE CORP NEW COM NEW 966387508 1,214 70,200 SH   SOLE   70,200 0 0
WILLIAMS COS INC COM 969457100 1,556 1,830,000 SH Call OTR   0 0 1,830,000
WPX ENERGY INC COM 98212B103 37,356 7,623,594 SH   SOLE   7,623,594 0 0