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
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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
AECOM COM 00766T100 175,261 4,666,161 SH   SOLE   4,666,161 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 78,150 352,251 SH   SOLE   352,251 0 0
AMEREN CORPORATION COM 023608102 34,959 436,720 SH   SOLE   436,720 0 0
AMERICAN VANGUARD CORP COM 030371108 1,236 78,753 SH   SOLE   78,753 0 0
AMERICAN WATER WORKS CO INC COM 030420103 32,773 263,811 SH   SOLE   263,811 0 0
ANDERSONS INC COM 034164103 21,918 977,194 SH   SOLE   977,194 0 0
APACHE CORP COM 037411105 584 22,800 SH   SOLE   22,800 0 0
AQUA AMERICA INC COM 03836W103 10,191 227,331 SH   SOLE   227,331 0 0
ARCH COAL INC - A COM 039380407 83,231 1,121,714 SH   SOLE   1,121,714 0 0
ARCELORMITTAL-NY REGISTERED NY REGISTRY SH 03938L203 17,812 1,250,836 SH   SOLE   1,250,836 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 85,619 1,111,214 SH   SOLE   1,111,214 0 0
ATMOS ENERGY CORP COM 049560105 57,960 508,913 SH   SOLE   508,913 0 0
BHP GROUP PLC-ADR ADR 05545E209 25,340 591,504 SH   SOLE   591,504 0 0
BAYTEX ENERGY CORP COM 07317Q105 30,396 20,532,965 SH   SOLE   20,532,965 0 0
BERRY GLOBAL GROUP INC COM 08579W103 161,929 4,123,481 SH   SOLE   4,123,481 0 0
BHP GROUP LTD-SPON ADR ADR 088606108 218 4,411 SH   SOLE   4,411 0 0
BRIGHAM MINERALS INC-CL A COM 10918L103 762 38,271 SH   SOLE   38,271 0 0
CMS ENERGY CORP COM 125896100 63,488 992,779 SH   SOLE   992,779 0 0
CABOT OIL & GAS CORP COM 127097103 54,736 3,115,324 SH   SOLE   3,115,324 0 0
CALLON PETROLEUM CO COM 13123X102 45,156 10,404,662 SH   SOLE   10,404,662 0 0
CANADIAN SOLAR INC COM 136635109 3,705 196,256 SH   SOLE   196,256 0 0
CENOVUS ENERGY INC COM 15135U109 153,013 16,312,735 SH   SOLE   16,312,735 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 20,420 4,522,610 SH   SOLE   4,522,610 0 0
CLEAR CHANNEL OUTDOOR HOLDIN COM 18453H106 5,643 2,239,480 SH   SOLE   2,239,480 0 0
COHERENT INC COM 192479103 769 5,000 SH   SOLE   5,000 0 0
COMMERCIAL METALS CO COM 201723103 27,944 1,607,831 SH   SOLE   1,607,831 0 0
CONCHO RESOURCES INC COM 20605P101 29,564 435,400 SH   SOLE   435,400 0 0
CONSOLIDATED EDISON INC COM 209115104 47,090 498,469 SH   SOLE   498,469 0 0
DARLING INGREDIENTS INC COM 237266101 4,050 211,687 SH   SOLE   211,687 0 0
DOMINION ENERGY INC COM 25746U109 19,855 245,000 SH   SOLE   245,000 0 0
ECOLAB INC COM 278865100 25,587 129,200 SH   SOLE   129,200 0 0
ENLINK MIDSTREAM LLC UNIT 29336T100 9,487 1,116,079 SH   SOLE   1,116,079 0 0
ENPHASE ENERGY INC COM 29355A107 29,982 1,348,706 SH   SOLE   1,348,706 0 0
ENTERGY CORP COM 29364G103 37,538 319,850 SH   SOLE   319,850 0 0
EXTRACTION OIL & GAS INC COM 30227M105 39,636 13,481,592 SH   SOLE   13,481,592 0 0
FASTENAL CO COM 311900104 5,090 155,800 SH   SOLE   155,800 0 0
FERRO CORP COM 315405100 30,855 2,601,638 SH   SOLE   2,601,638 0 0
FIRST SOLAR INC COM 336433107 11,154 192,270 SH   SOLE   192,270 0 0
FIRSTENERGY CORP COM 337932107 209,599 4,345,826 SH   SOLE   4,345,826 0 0
FORTIVE CORP COM 34959J108 32,319 471,400 SH   SOLE   471,400 0 0
FULLER H B CO COM 359694106 9,968 214,100 SH   SOLE   214,100 0 0
GRAN TIERRA ENERGY INC COM 38500T101 37,266 29,812,459 SH   SOLE   29,812,459 0 0
GREEN PLAINS INC COM 393222104 125 11,810 SH   SOLE   11,810 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 30,405 179,700 SH   SOLE   179,700 0 0
JAGGED PEAK ENERGY INC COM 47009K107 5,689 783,552 SH   SOLE   783,552 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 37,037 1,020,314 SH   SOLE   1,020,314 0 0
LAREDO PETROLEUM INC COM 516806106 27,861 11,560,524 SH   SOLE   11,560,524 0 0
LIVENT CORP COM 53814L108 35,301 5,276,652 SH   SOLE   5,276,652 0 0
MRC GLOBAL INC COM 55345K103 32,895 2,711,871 SH   SOLE   2,711,871 0 0
MARATHON OIL CORP COM 565849106 982 80,000 SH   SOLE   80,000 0 0
MARATHON PETROLEUM CORP COM 56585A102 56,583 931,411 SH   SOLE   931,411 0 0
MCDERMOTT INTL INC COM 580037703 17,324 8,576,131 SH   SOLE   8,576,131 0 0
NRG ENERGY INC COM 629377508 82,909 2,093,667 SH   SOLE   2,093,667 0 0
NEW GOLD INC COM 644535106 7,803 7,767,332 SH   SOLE   7,767,332 0 0
NEW ORIENTAL ED & TECH GR ADR 647581107 498 4,500 SH   SOLE   4,500 0 0
NEXTERA ENERGY INC COM 65339F101 91,528 392,842 SH   SOLE   392,842 0 0
NISOURCE INC COM 65473P105 15,637 522,642 SH   SOLE   522,642 0 0
OASIS PETROLEUM INC COM 674215108 31,904 9,220,797 SH   SOLE   9,220,797 0 0
PBF ENERGY INC-CLASS A COM 69318G106 15,812 581,530 SH   SOLE   581,530 0 0
PTC THERAPEUTICS INC COM 69366J200 6,595 195,000 SH   SOLE   195,000 0 0
PARSLEY ENERGY INC-CLASS A COM 701877102 89,585 5,332,467 SH   SOLE   5,332,467 0 0
PILGRIMS PRIDE CORP COM 72147K108 1,548 48,322 SH   SOLE   48,322 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 943 7,500 SH   SOLE   7,500 0 0
POLYONE CORPORATION COM 73179P106 10,131 310,300 SH   SOLE   310,300 0 0
QUANTA SERVICES INC COM 74762E102 62,543 1,654,571 SH   SOLE   1,654,571 0 0
RAMACO RESOURCES INC COM 75134P303 233 62,381 SH   SOLE   62,381 0 0
RENEWABLE ENERGY GROUP INC COM 75972A301 28 1,835 SH   SOLE   1,835 0 0
RYDER SYSTEM INC COM 783549108 120,594 2,329,414 SH   SOLE   2,329,414 0 0
RYERSON HOLDING CORP COM 783754104 1,101 129,114 SH   SOLE   129,114 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103 130,928 441,176 SH   SOLE   441,176 0 0
SRC ENERGY INC COM 78470V108 26,626 5,713,760 SH   SOLE   5,713,760 0 0
INDUSTRIAL SELECT SECT SPDR ETF 81369Y704 64 820 SH   SOLE   820 0 0
SHOCKWAVE MEDICAL INC COM 82489T104 9,721 324,800 SH   SOLE   324,800 0 0
QUIMICA Y MINERA CHIL-SP ADR ADR 833635105 695 25,000 SH   SOLE   25,000 0 0
STANTEC INC COM 85472N109 69,294 3,129,122 SH   SOLE   3,129,122 0 0
SUNDIAL GROWERS INC COM 86730L109 3,500 730,000 SH   SOLE   730,000 0 0
TECK RESOURCES LTD CL B 878742204 2,549 157,035 SH   SOLE   157,035 0 0
TIMKENSTEEL CORP COM 887399103 18,508 2,942,467 SH   SOLE   2,942,467 0 0
TRANSENTERIX INC COM 89366M201 1,411 2,276,776 SH   SOLE   2,276,776 0 0
TURQUOISE HILL RESOURCES LTD COM 900435108 11,721 24,665,696 SH   SOLE   24,665,696 0 0
2U INC COM 90214J101 335 20,600 SH   SOLE   20,600 0 0
UNITED TECHNOLOGIES CORP COM 913017109 56,944 417,111 SH   SOLE   417,111 0 0
UNIVAR SOLUTIONS INC COM 91336L107 26,687 1,285,479 SH   SOLE   1,285,479 0 0
VALE SA ADR 91912E105 4,860 422,600 SH   SOLE   422,600 0 0
VALERO ENERGY CORP COM 91913Y100 27,845 326,666 SH   SOLE   326,666 0 0
VALMONT INDUSTRIES COM 920253101 1,600 11,556 SH   SOLE   11,556 0 0
VISTRA ENERGY CORP COM 92840M102 75,430 2,821,905 SH   SOLE   2,821,905 0 0
WANDA SPORTS GROUP CO LTD ADR 93368R101 4,934 1,218,162 SH   SOLE   1,218,162 0 0
WARRIOR MET COAL INC COM 93627C101 24,343 1,247,077 SH   SOLE   1,247,077 0 0
YPF SOCIEDAD ANONIMA ADR 984245100 24,018 2,596,510 SH   SOLE   2,596,510 0 0
LINDE PLC COM G5494J103 20,147 104,000 SH   SOLE   104,000 0 0
NOBLE CORP PLC SHS G65431101 3,578 2,817,419 SH   SOLE   2,817,419 0 0
NVENT ELECTRIC PLC SHS G6700G107 1,101 49,951 SH   SOLE   49,951 0 0
TRONOX HOLDINGS PLC- A SHS G9087Q102 42,061 5,067,574 SH   SOLE   5,067,574 0 0
VENATOR MATERIALS PLC SHS G9329Z100 7,318 2,999,381 SH   SOLE   2,999,381 0 0
VALARIS PLC COM G9402V109 42,755 8,888,707 SH   SOLE   8,888,707 0 0
TRANSOCEAN LTD SHS H8817H100 10,093 2,257,903 SH   SOLE   2,257,903 0 0
ADECOAGRO SA COM L00849106 588 100,837 SH   SOLE   100,837 0 0
VISTRA ENERGY CORP - CW24 *W EXP 02/02/202 92840M128 362 176,593 SH   SOLE   176,593 0 0
NRG ENERGY INC DBCV 2.750% 6/0 629377CG5 43,830 39,000,000 PRN   SOLE   39,000,000 0 0
SUNPOWER CORP COM 867652406 5,485 500,000 SH Call SOLE   500,000 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103 171,088 576,500 SH Put SOLE   576,500 0 0
SPDR S&P OIL & GAS EXP & PR ETF 78464A730 26,832 1,200,000 SH Call SOLE   1,200,000 0 0