The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ARCH COAL INC | CL A | 039380407 | 1,382 | 47,819 | SH | SOLE | 47,819 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 1,861 | 55,214 | SH | SOLE | 55,214 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 519 | 30,215 | SH | SOLE | 30,215 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 656 | 24,122 | SH | SOLE | 24,122 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 1,447 | 43,206 | SH | SOLE | 43,206 | 0 | 0 | ||
| CROWN HLDGS INC | COM | 228368106 | 651 | 11,220 | SH | SOLE | 11,220 | 0 | 0 | ||
| DANA INCORPORATED | COM | 235825205 | 280 | 35,878 | SH | SOLE | 35,878 | 0 | 0 | ||
| ELDORADO GOLD CORP NEW | COM | 284902509 | 918 | 148,761 | SH | SOLE | 148,761 | 0 | 0 | ||
| GOLD FIELDS LTD NEW | SPONSORED ADR | 38059T106 | 2,136 | 449,614 | SH | SOLE | 449,614 | 0 | 0 | ||
| GRAFTECH INTL LTD | COM | 384313508 | 315 | 38,775 | SH | SOLE | 38,775 | 0 | 0 | ||
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 2,482 | 203,405 | SH | SOLE | 203,405 | 0 | 0 | ||
| MASCO CORP | COM | 574599106 | 381 | 11,029 | SH | SOLE | 11,029 | 0 | 0 | ||
| MERITOR INC | COM | 59001K100 | 807 | 60,899 | SH | SOLE | 60,899 | 0 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 647 | 14,288 | SH | SOLE | 14,288 | 0 | 0 | ||
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 215 | 5,002 | SH | SOLE | 5,002 | 0 | 0 | ||
| PACCAR INC | COM | 693718108 | 407 | 6,664 | SH | SOLE | 6,664 | 0 | 0 | ||
| PROPETRO HLDG CORP | COM | 74347M108 | 476 | 190,219 | SH | SOLE | 190,219 | 0 | 0 | ||
| STEEL DYNAMICS INC | COM | 858119100 | 835 | 37,056 | SH | SOLE | 37,056 | 0 | 0 | ||
| TURQUOISE HILL RES LTD | COM | 900435108 | 352 | 922,990 | SH | SOLE | 922,990 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 892 | 8,673 | SH | SOLE | 8,673 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 386 | 4,494 | SH | SOLE | 4,494 | 0 | 0 | ||