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
Anadarko Petroleum Common 032511107 5,920 135,028 SH   SOLE NA 110,978 0 24,050
Cabot Oil - Gas Common 127097103 5,283 236,370 SH   SOLE NA 199,220 0 37,150
Chevron Corp Common 166764100 531 4,877 SH   SOLE NA 447 0 4,430
Cimarex Energy Common 171798101 4,425 71,780 SH   SOLE NA 63,160 0 8,620
Concho Res Inc Common 20605P101 730 7,100 SH   SOLE NA 4,000 0 3,100
ConocoPhillips Common 20825C104 369 5,920 SH   SOLE NA 3,330 0 2,590
Continental Resources Inc Common 212015101 778 19,370 SH   SOLE NA 10,890 0 8,480
DJ US Oil - Gas CW ETF Common 464287796 0 137,000 SH   SOLE NA 0 0 137,000
Devon Energy Corp Common 25179M103 5,016 222,539 SH   SOLE NA 195,529 0 27,010
Diamondback Energy Inc Common 25278X109 5,215 56,260 SH   SOLE NA 49,450 0 6,810
EOG Resources Common 26875P101 725 8,310 SH   SOLE NA 4,670 0 3,640
EQT Corporation Com Common 26884L109 2,395 126,789 SH   SOLE NA 111,539 0 15,250
Equitrans Midstream Corp Common 294600101 2,066 103,187 SH   SOLE NA 90,987 0 12,200
Exxon Mobil Corp Common 30231G102 2,747 40,290 SH   SOLE NA 35,390 0 4,900
Forum Energy Technologies Common 34984V100 1,013 245,191 SH   SOLE NA 214,992 0 30,199
Halliburton Co Common 406216101 4,576 172,150 SH   SOLE NA 150,990 0 21,160
Hess Corporation Common 42809H107 3,729 92,084 SH   SOLE NA 83,004 0 9,080
Kinder Morgan Inc Com Common 49456B101 4,752 309,000 SH   SOLE NA 273,930 0 35,070
Marathon Oil Corp Common 565849106 5,445 379,740 SH   SOLE NA 312,580 0 67,160
Marathon Pete Corp Com Common 56585A102 3,064 51,920 SH   SOLE NA 45,610 0 6,310
Nabors Industries Ltd Common G6359F103 1,405 702,620 SH   SOLE NA 616,890 0 85,730
Newfield Exploration Co Common 651290108 3,226 220,075 SH   SOLE NA 193,345 0 26,730
Noble Energy Inc Common 655044105 3,235 172,466 SH   SOLE NA 151,806 0 20,660
Occidental Petroleum Corp Common 674599105 5,074 82,673 SH   SOLE NA 74,583 0 8,090
Oneok Inc Cm Common 682680103 747 13,840 SH   SOLE NA 7,780 0 6,060
Parsley Energy Inc Common 701877102 3,995 249,970 SH   SOLE NA 219,470 0 30,500
Patterson-UTI Energy Inc Com Common 703481101 2,548 246,230 SH   SOLE NA 216,180 0 30,050
Phillips 66 Com Common 718546104 740 8,590 SH   SOLE NA 4,830 0 3,760
Pioneer Natural Resources Co Common 723787107 5,683 43,210 SH   SOLE NA 34,580 0 8,630
Plains GP Holdings LP Cl A Common 72651A207 4,211 209,490 SH   SOLE NA 183,990 0 25,500
ProPetro Holding Corp Common 74347M108 3,761 305,300 SH   SOLE NA 264,060 0 41,240
Range Resources Corp Common 75281A109 2,512 262,460 SH   SOLE NA 230,930 0 31,530
Royal Dutch Shell Plc Class A Common 780259206 9,602 164,780 SH   SOLE NA 149,390 0 15,390
Schlumberger LTD Common 806857108 2,662 73,790 SH   SOLE NA 64,780 0 9,010
Spdr S-P Oil Service Etf Common 78464A748 0 90,850 SH   SOLE NA 0 0 90,850
Spdr S-p Oil - Gas Explrtn - Pr Etf Etf Common 78464A730 0 164,000 SH   SOLE NA 0 0 164,000
Superior Energy Services Inc Common 868157108 1,994 595,320 SH   SOLE NA 518,631 0 76,689
Targa Res Corp Common 87612G101 749 20,790 SH   SOLE NA 11,690 0 9,100
TechnipFMC Common G87110105 2,679 136,810 SH   SOLE NA 120,200 0 16,610
Transocean Inc Switzerland Common H8817H100 1,827 263,300 SH   SOLE NA 231,280 0 32,020
Valero Energy Corp Common 91913Y100 2,660 35,480 SH   SOLE NA 31,160 0 4,320
WPX Energy Inc Common 98212B103 5,868 517,040 SH   SOLE NA 421,510 0 95,530
Weatherford International Plc Ord Common G48833100 755 1,351,210 SH   SOLE NA 1,183,220 0 167,990
Williams Companies Common 969457100 775 35,140 SH   SOLE NA 20,140 0 15,000