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 3,891 28,500 SH   SOLE   28,500 0 0
ABBVIE INC Common Stock 00287Y109 5,333 70,000 SH   SOLE   70,000 0 0
ADV MICRO DEVICE Common Stock 007903107 682 15,000 SH   SOLE   15,000 0 0
AIR PRODS & CHEM Common Stock 009158106 1,557 7,800 SH   SOLE   7,800 0 0
ALLETE INC Common Stock 018522300 576 9,500 SH   SOLE   9,500 0 0
ALLIANT ENERGY Common Stock 018802108 2,897 60,000 SH   SOLE   60,000 0 0
ALTRIA GROUP INC Common Stock 02209S103 6,265 162,000 SH   SOLE   162,000 0 0
AMERICAN ELECTRI Common Stock 025537101 3,519 44,000 SH   SOLE   44,000 0 0
AMGEN INC Common Stock 031162100 1,216 6,000 SH   SOLE   6,000 0 0
APERGY CORP Common Stock 03755L104 431 75,000 SH   SOLE   75,000 0 0
APPLE INC Common Stock 037833100 1,271 5,000 SH   SOLE   5,000 0 0
ARCHROCK INC Common Stock 03957W106 2,820 750,000 SH   SOLE   750,000 0 0
AT&T INC Common Stock 00206R102 7,871 270,000 SH   SOLE   270,000 0 0
BANK OF AMERICA Common Stock 060505104 425 20,000 SH   SOLE   20,000 0 0
BCE INC Common Stock 05534B760 4,127 101,000 SH   SOLE   101,000 0 0
BECTON DICKINSON Common Stock 075887109 689 3,000 SH   SOLE   3,000 0 0
BEST BUY CO INC Common Stock 086516101 456 8,000 SH   SOLE   8,000 0 0
BIOGEN INC Common Stock 09062X103 633 2,000 SH   SOLE   2,000 0 0
BLACKROCK INC Common Stock 09247X101 3,432 7,800 SH   SOLE   7,800 0 0
BP PLC-ADR Sponsored ADR 055622104 1,098 45,000 SH   SOLE   45,000 0 0
BRISTOL-MYER SQB Common Stock 110122108 2,898 52,000 SH   SOLE   52,000 0 0
BROADCOM INC Common Stock 11135F101 4,268 18,000 SH   SOLE   18,000 0 0
CABOT OIL & GAS Common Stock 127097103 4,212 245,000 SH   SOLE   245,000 0 0
CACTUS INC- A Common Stock 127203107 1,160 100,000 SH   SOLE   100,000 0 0
CAMPBELL SOUP CO Common Stock 134429109 785 17,000 SH   SOLE   17,000 0 0
CARDINAL HEALTH Common Stock 14149Y108 1,438 30,000 SH   SOLE   30,000 0 0
CATERPILLAR INC Common Stock 149123101 1,451 12,500 SH   SOLE   12,500 0 0
CHENIERE ENERGY Common Stock 16411R208 3,183 95,000 SH   SOLE   95,000 0 0
CHEVRON CORP Common Stock 166764100 167 2,300 SH   SOLE   2,300 0 0
CISCO SYSTEMS Common Stock 17275R102 393 10,000 SH   SOLE   10,000 0 0
CLOROX CO Common Stock 189054109 3,119 18,000 SH   SOLE   18,000 0 0
CME GROUP INC Common Stock 12572Q105 1,383 8,000 SH   SOLE   8,000 0 0
COCA-COLA CO/THE Common Stock 191216100 7,213 163,000 SH   SOLE   163,000 0 0
COMCAST CORP-A Common Stock 20030N101 767 22,300 SH   SOLE   22,300 0 0
CONCHO RESOURCES Common Stock 20605P101 1,928 45,000 SH   SOLE   45,000 0 0
CONOCOPHILLIPS Common Stock 20825C104 2,279 74,000 SH   SOLE   74,000 0 0
CONS EDISON INC Common Stock 209115104 2,574 33,000 SH   SOLE   33,000 0 0
COVANTA HOLDING Common Stock 22282E102 522 61,000 SH   SOLE   61,000 0 0
CVR ENERGY INC Common Stock 12662P108 50 3,000 SH   SOLE   3,000 0 0
DEERE & CO Common Stock 244199105 525 3,800 SH   SOLE   3,800 0 0
DIAMONDBACK ENER Common Stock 25278X109 1,048 40,000 SH   SOLE   40,000 0 0
DOMINION RES/VA Common Stock 25746U109 4,728 65,500 SH   SOLE   65,500 0 0
DOW INC Common Stock 260557103 863 29,500 SH   SOLE   29,500 0 0
DUKE ENERGY CORP Common Stock 26441C204 3,882 48,000 SH   SOLE   48,000 0 0
EDWARDS LIFE Common Stock 28176E108 566 3,000 SH   SOLE   3,000 0 0
ENBRIDGE INC Common Stock 29250N105 1,649 56,700 SH   SOLE   56,700 0 0
EOG RESOURCES Common Stock 26875P101 1,293 36,000 SH   SOLE   36,000 0 0
EQUINOR ASA-ADR Sponsored ADR 29446M102 146 12,000 SH   SOLE   12,000 0 0
EXELON CORP Common Stock 30161N101 3,718 101,000 SH   SOLE   101,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 3,000 79,000 SH   SOLE   79,000 0 0
FEDEX CORP Common Stock 31428X106 424 3,500 SH   SOLE   3,500 0 0
FIRST SOLAR INC Common Stock 336433107 541 15,000 SH   SOLE   15,000 0 0
FRONTLINE LTD SHS G3682E192 529 55,000 SH   SOLE   55,000 0 0
GENUINE PARTS CO Common Stock 372460105 1,010 15,000 SH   SOLE   15,000 0 0
HELMERICH & PAYN Common Stock 423452101 579 37,000 SH   SOLE   37,000 0 0
HOLLYFRONTIER CO Common Stock 436106108 1,593 65,000 SH   SOLE   65,000 0 0
HOME DEPOT INC Common Stock 437076102 653 3,500 SH   SOLE   3,500 0 0
HP INC Common Stock 40434L105 486 28,000 SH   SOLE   28,000 0 0
IBM Common Stock 459200101 5,436 49,000 SH   SOLE   49,000 0 0
ILLINOIS TOOL WO Common Stock 452308109 1,563 11,000 SH   SOLE   11,000 0 0
INDEPENDENCE CON Common Stock 453415606 4 3,000 SH   SOLE   3,000 0 0
INGERSOLL-RAND Common Stock 45687V106 131 5,294 SH   SOLE   5,294 0 0
INTEL CORP Common Stock 458140100 1,299 24,000 SH   SOLE   24,000 0 0
INTUIT INC Common Stock 461202103 460 2,000 SH   SOLE   2,000 0 0
JOHNSON&JOHNSON Common Stock 478160104 6,425 49,000 SH   SOLE   49,000 0 0
JPMORGAN CHASE Common Stock 46625H100 2,701 30,000 SH   SOLE   30,000 0 0
KIMBERLY-CLARK Common Stock 494368103 6,713 52,500 SH   SOLE   52,500 0 0
KINDER MORGAN IN Common Stock 49456B101 2,366 170,000 SH   SOLE   170,000 0 0
LOCKHEED MARTIN Common Stock 539830109 2,034 6,000 SH   SOLE   6,000 0 0
LOWE'S COS INC Common Stock 548661107 620 7,200 SH   SOLE   7,200 0 0
LYONDELLBASELL-A SHS -A- N53745100 695 14,000 SH   SOLE   14,000 0 0
MARATHON PETROLE Common Stock 56585A102 2,409 102,000 SH   SOLE   102,000 0 0
MASTERCARD INC-A Common Stock 57636Q104 242 1,000 SH   SOLE   1,000 0 0
MCDONALDS CORP Common Stock 580135101 1,819 11,000 SH   SOLE   11,000 0 0
MDU RES GROUP Common Stock 552690109 1,505 70,000 SH   SOLE   70,000 0 0
MERCK & CO Common Stock 58933Y105 3,462 45,000 SH   SOLE   45,000 0 0
NEXTERA ENERGY Common Stock 65339F101 722 3,000 SH   SOLE   3,000 0 0
NVIDIA CORP Common Stock 67066G104 1,054 4,000 SH   SOLE   4,000 0 0
OLD REPUB INTL Common Stock 680223104 1,144 75,000 SH   SOLE   75,000 0 0
PARSLEY ENERGY-A Common Stock 701877102 802 140,000 SH   SOLE   140,000 0 0
PEMBINA PIPELINE Common Stock 706327103 51 2,700 SH   SOLE   2,700 0 0
PEPSICO INC Common Stock 713448108 3,903 32,500 SH   SOLE   32,500 0 0
PFIZER INC Common Stock 717081103 4,668 143,000 SH   SOLE   143,000 0 0
PHILIP MORRIS IN Common Stock 718172109 4,086 56,000 SH   SOLE   56,000 0 0
PHILLIPS 66 Common Stock 718546104 3,970 74,000 SH   SOLE   74,000 0 0
PIONEER NATURAL Common Stock 723787107 1,613 23,000 SH   SOLE   23,000 0 0
PNC FINANCIAL SE Common Stock 693475105 1,053 11,000 SH   SOLE   11,000 0 0
PROCTER & GAMBLE Common Stock 742718109 4,510 41,000 SH   SOLE   41,000 0 0
PROPETRO HOLDING Common Stock 74347M108 250 100,000 SH   SOLE   100,000 0 0
PRUDENTL FINL Common Stock 744320102 417 8,000 SH   SOLE   8,000 0 0
QUALCOMM INC Common Stock 747525103 1,082 16,000 SH   SOLE   16,000 0 0
ROYAL DUTCH-ADR Spon ADR B 780259107 98 3,000 SH   SOLE   3,000 0 0
S&P GLOBAL INC Common Stock 78409V104 735 3,000 SH   SOLE   3,000 0 0
SCORPIO TANKERS SHS Y7542C130 478 25,000 SH   SOLE   25,000 0 0
SOLAREDGE TECHNO Common Stock 83417M104 491 6,000 SH   SOLE   6,000 0 0
STARBUCKS CORP Common Stock 855244109 920 14,000 SH   SOLE   14,000 0 0
SUNCOR ENERGY Common Stock 867224107 1,659 105,000 SH   SOLE   105,000 0 0
SUNNOVA ENERGY I Common Stock 86745K104 755 75,000 SH   SOLE   75,000 0 0
TARGET CORP Common Stock 87612E106 1,553 16,700 SH   SOLE   16,700 0 0
TC Energy Corp Common Stock 87807B107 1,041 23,500 SH   SOLE   23,500 0 0
TEEKAY TANK-CL A Common Stock Y8565N300 600 27,000 SH   SOLE   27,000 0 0
TEXAS INSTRUMENT Common Stock 882508104 1,399 14,000 SH   SOLE   14,000 0 0
THERMO FISHER Common Stock 883556102 1,418 5,000 SH   SOLE   5,000 0 0
TOTAL SA-SP ADR Sponsored ADR 89151E109 145 3,900 SH   SOLE   3,900 0 0
TRANE TECHNOLOGI SHS G8994E103 496 6,000 SH   SOLE   6,000 0 0
UNION PAC CORP Common Stock 907818108 987 7,000 SH   SOLE   7,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 998 4,000 SH   SOLE   4,000 0 0
VALERO ENERGY Common Stock 91913Y100 3,815 84,100 SH   SOLE   84,100 0 0
VERIZON COMMUNIC Common Stock 92343V104 7,737 144,000 SH   SOLE   144,000 0 0
VISA INC-CLASS A Common Stock 92826C839 1,128 7,000 SH   SOLE   7,000 0 0
WALGREENS BOOTS Common Stock 931427108 1,373 30,000 SH   SOLE   30,000 0 0
WALT DISNEY CO Common Stock 254687106 483 5,000 SH   SOLE   5,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 740 8,000 SH   SOLE   8,000 0 0
WEC ENERGY GROUP Common Stock 92939U106 3,613 41,000 SH   SOLE   41,000 0 0
WELLS FARGO & CO Common Stock 949746101 2,181 76,000 SH   SOLE   76,000 0 0
WILLIAMS COS INC Common Stock 969457100 4,033 285,000 SH   SOLE   285,000 0 0
XCEL ENERGY INC Common Stock 98389B100 2,714 45,000 SH   SOLE   45,000 0 0
YUM! BRANDS INC Common Stock 988498101 343 5,000 SH   SOLE   5,000 0 0