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
3M CO Common Stock 88579Y101 6,439 36,500 SH   SOLE   36,500 0 0
ABBVIE INC Common Stock 00287Y109 5,135 58,000 SH   SOLE   58,000 0 0
ADV MICRO DEVICE Common Stock 007903107 688 15,000 SH   SOLE   15,000 0 0
AIR PRODS & CHEM Common Stock 009158106 822 3,500 SH   SOLE   3,500 0 0
ALLETE INC Common Stock 018522300 771 9,500 SH   SOLE   9,500 0 0
ALTRIA GROUP INC Common Stock 02209S103 6,438 129,000 SH   SOLE   129,000 0 0
AMGEN INC Common Stock 031162100 2,049 8,500 SH   SOLE   8,500 0 0
APERGY CORP Common Stock 03755L104 2,534 75,000 SH   SOLE   75,000 0 0
APPLE INC Common Stock 037833100 1,468 5,000 SH   SOLE   5,000 0 0
ARCHROCK INC Common Stock 03957W106 7,329 730,000 SH   SOLE   730,000 0 0
AT&T INC Common Stock 00206R102 8,910 228,000 SH   SOLE   228,000 0 0
BAKER HUGHES A CL A 05722G100 1,538 60,000 SH   SOLE   60,000 0 0
BANK OF AMERICA Common Stock 060505104 704 20,000 SH   SOLE   20,000 0 0
BCE INC Common Stock 05534B760 3,013 65,000 SH   SOLE   65,000 0 0
BECTON DICKINSON Common Stock 075887109 816 3,000 SH   SOLE   3,000 0 0
BEST BUY CO INC Common Stock 086516101 702 8,000 SH   SOLE   8,000 0 0
BIOGEN INC Common Stock 09062X103 593 2,000 SH   SOLE   2,000 0 0
BLACKROCK INC Common Stock 09247X101 4,675 9,300 SH   SOLE   9,300 0 0
BP PLC-ADR SPONSORED ADR 055622104 5,302 140,500 SH   SOLE   140,500 0 0
BRISTOL-MYER SQB Common Stock 110122108 2,889 45,000 SH   SOLE   45,000 0 0
BROADCOM INC Common Stock 11135F101 5,056 16,000 SH   SOLE   16,000 0 0
CACTUS INC- A CL A 127203107 2,917 85,000 SH   SOLE   85,000 0 0
CAMPBELL SOUP CO Common Stock 134429109 1,038 21,000 SH   SOLE   21,000 0 0
CARDINAL HEALTH Common Stock 14149Y108 1,922 38,000 SH   SOLE   38,000 0 0
CATERPILLAR INC Common Stock 149123101 1,698 11,500 SH   SOLE   11,500 0 0
CENTERPOINT ENER Common Stock 15189T107 7,908 290,000 SH   SOLE   290,000 0 0
CHENIERE ENERGY Common Stock 16411R208 7,634 125,000 SH   SOLE   125,000 0 0
CHEVRON CORP Common Stock 166764100 1,253 10,400 SH   SOLE   10,400 0 0
CISCO SYSTEMS Common Stock 17275R102 480 10,000 SH   SOLE   10,000 0 0
CME GROUP INC Common Stock 12572Q105 3,212 16,000 SH   SOLE   16,000 0 0
COCA-COLA CO/THE Common Stock 191216100 6,919 125,000 SH   SOLE   125,000 0 0
COMPASS MINERALS Common Stock 20451N101 116 1,900 SH   SOLE   1,900 0 0
CONCHO RESOURCES Common Stock 20605P101 7,619 87,000 SH   SOLE   87,000 0 0
CONOCOPHILLIPS Common Stock 20825C104 9,039 139,000 SH   SOLE   139,000 0 0
CORE LABS NV Common Stock N22717107 2,411 64,000 SH   SOLE   64,000 0 0
COVANTA HOLDING Common Stock 22282E102 905 61,000 SH   SOLE   61,000 0 0
CVR ENERGY INC Common Stock 12662P108 121 3,000 SH   SOLE   3,000 0 0
DEERE & CO Common Stock 244199105 658 3,800 SH   SOLE   3,800 0 0
DIAMONDBACK ENER Common Stock 25278X109 7,615 82,000 SH   SOLE   82,000 0 0
DOMINION RES/VA Common Stock 25746U109 6,667 80,500 SH   SOLE   80,500 0 0
DOW INC Common Stock 260557103 5,446 99,500 SH   SOLE   99,500 0 0
DUKE ENERGY CORP Common Stock 26441C204 5,108 56,000 SH   SOLE   56,000 0 0
EDWARDS LIFE Common Stock 28176E108 700 3,000 SH   SOLE   3,000 0 0
ENBRIDGE INC Common Stock 29250N105 2,653 66,700 SH   SOLE   66,700 0 0
EOG RESOURCES Common Stock 26875P101 8,962 107,000 SH   SOLE   107,000 0 0
EQUINOR ASA-ADR SPONSORED ADR 29446M102 239 12,000 SH   SOLE   12,000 0 0
EXELON CORP Common Stock 30161N101 4,149 91,000 SH   SOLE   91,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 10,816 155,000 SH   SOLE   155,000 0 0
FEDEX CORP Common Stock 31428X106 529 3,500 SH   SOLE   3,500 0 0
FORUM ENERGY TEC Common Stock 34984V100 504 300,000 SH   SOLE   300,000 0 0
GENUINE PARTS CO Common Stock 372460105 1,593 15,000 SH   SOLE   15,000 0 0
HELMERICH & PAYN Common Stock 423452101 8,132 179,000 SH   SOLE   179,000 0 0
HOME DEPOT INC Common Stock 437076102 764 3,500 SH   SOLE   3,500 0 0
HP INC Common Stock 40434L105 575 28,000 SH   SOLE   28,000 0 0
IBM Common Stock 459200101 6,166 46,000 SH   SOLE   46,000 0 0
ILLINOIS TOOL WO Common Stock 452308109 2,156 12,000 SH   SOLE   12,000 0 0
INDEPENDENCE CON Common Stock 453415309 518 520,000 SH   SOLE   520,000 0 0
INGERSOLL-RAND SHS G47791101 798 6,000 SH   SOLE   6,000 0 0
INTEL CORP Common Stock 458140100 1,436 24,000 SH   SOLE   24,000 0 0
INTUIT INC Common Stock 461202103 524 2,000 SH   SOLE   2,000 0 0
JOHNSON&JOHNSON Common Stock 478160104 6,418 44,000 SH   SOLE   44,000 0 0
JPMORGAN CHASE Common Stock 46625H100 4,321 31,000 SH   SOLE   31,000 0 0
KIMBERLY-CLARK Common Stock 494368103 6,534 47,500 SH   SOLE   47,500 0 0
KINDER MORGAN IN Common Stock 49456B101 10,945 517,000 SH   SOLE   517,000 0 0
LOCKHEED MARTIN Common Stock 539830109 3,504 9,000 SH   SOLE   9,000 0 0
LOWE'S COS INC Common Stock 548661107 862 7,200 SH   SOLE   7,200 0 0
LYONDELLBASELL-A SHS -A- N53745100 850 9,000 SH   SOLE   9,000 0 0
MARATHON PETROLE Common Stock 56585A102 6,025 100,000 SH   SOLE   100,000 0 0
MCDONALDS CORP Common Stock 580135101 1,976 10,000 SH   SOLE   10,000 0 0
MDU RES GROUP Common Stock 552690109 5,942 200,000 SH   SOLE   200,000 0 0
MERCK & CO Common Stock 58933Y105 1,819 20,000 SH   SOLE   20,000 0 0
NATL OILWELL VAR Common Stock 637071101 2,004 80,000 SH   SOLE   80,000 0 0
NCS MULTISTAGE H Common Stock 628877102 137 65,000 SH   SOLE   65,000 0 0
NEXTERA ENERGY Common Stock 65339F101 2,543 10,500 SH   SOLE   10,500 0 0
NVIDIA CORP Common Stock 67066G104 941 4,000 SH   SOLE   4,000 0 0
OCCIDENTAL PETE Common Stock 674599105 4,203 102,000 SH   SOLE   102,000 0 0
OLD REPUB INTL Common Stock 680223104 1,342 60,000 SH   SOLE   60,000 0 0
ONEOK INC Common Stock 682680103 2,648 35,000 SH   SOLE   35,000 0 0
PARSLEY ENERGY-A CL A 701877102 2,080 110,000 SH   SOLE   110,000 0 0
PEMBINA PIPELINE Common Stock 706327103 137 3,700 SH   SOLE   3,700 0 0
PEPSICO INC Common Stock 713448108 3,758 27,500 SH   SOLE   27,500 0 0
PFIZER INC Common Stock 717081103 2,743 70,000 SH   SOLE   70,000 0 0
PHILIP MORRIS IN Common Stock 718172109 4,340 51,000 SH   SOLE   51,000 0 0
PHILLIPS 66 Common Stock 718546104 5,793 52,000 SH   SOLE   52,000 0 0
PIONEER NATURAL Common Stock 723787107 3,482 23,000 SH   SOLE   23,000 0 0
PNC FINANCIAL SE Common Stock 693475105 1,756 11,000 SH   SOLE   11,000 0 0
PROCTER & GAMBLE Common Stock 742718109 4,122 33,000 SH   SOLE   33,000 0 0
PROPETRO HOLDING Common Stock 74347M108 1,125 100,000 SH   SOLE   100,000 0 0
PRUDENTL FINL Common Stock 744320102 3,562 38,000 SH   SOLE   38,000 0 0
QUALCOMM INC Common Stock 747525103 1,235 14,000 SH   SOLE   14,000 0 0
ROYAL DUTCH-ADR SPON ADR B 780259107 6,915 115,300 SH   SOLE   115,300 0 0
S&P GLOBAL INC Common Stock 78409V104 819 3,000 SH   SOLE   3,000 0 0
SCHLUMBERGER LTD Common Stock 806857108 2,312 57,500 SH   SOLE   57,500 0 0
SELECT ENERGY -A CL A COM 81617J301 557 60,000 SH   SOLE   60,000 0 0
SEMPRA ENERGY Common Stock 816851109 1,515 10,000 SH   SOLE   10,000 0 0
STARBUCKS CORP Common Stock 855244109 1,231 14,000 SH   SOLE   14,000 0 0
SUNCOR ENERGY Common Stock 867224107 5,248 160,000 SH   SOLE   160,000 0 0
TARGET CORP Common Stock 87612E106 1,410 11,000 SH   SOLE   11,000 0 0
TC Energy Corp Common Stock 87807B107 1,253 23,500 SH   SOLE   23,500 0 0
TECHNIPFMC PLC Common Stock G87110105 4,074 190,000 SH   SOLE   190,000 0 0
TEXAS INSTRUMENT Common Stock 882508104 1,796 14,000 SH   SOLE   14,000 0 0
THERMO FISHER Common Stock 883556102 1,624 5,000 SH   SOLE   5,000 0 0
TOTAL SA-SP ADR SPONSORED ADR 89151E109 216 3,900 SH   SOLE   3,900 0 0
UNITEDHEALTH GRP Common Stock 91324P102 1,176 4,000 SH   SOLE   4,000 0 0
VALERO ENERGY Common Stock 91913Y100 6,471 69,100 SH   SOLE   69,100 0 0
VERIZON COMMUNIC Common Stock 92343V104 7,368 120,000 SH   SOLE   120,000 0 0
VISA INC-CLASS A COM CL A 92826C839 1,315 7,000 SH   SOLE   7,000 0 0
WALGREENS BOOTS Common Stock 931427108 1,769 30,000 SH   SOLE   30,000 0 0
WALT DISNEY CO Common Stock 254687106 579 4,000 SH   SOLE   4,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 798 7,000 SH   SOLE   7,000 0 0
WELLS FARGO & CO Common Stock 949746101 3,658 68,000 SH   SOLE   68,000 0 0
WILLIAMS COS INC Common Stock 969457100 6,476 273,000 SH   SOLE   273,000 0 0
YUM! BRANDS INC Common Stock 988498101 504 5,000 SH   SOLE   5,000 0 0