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
AECOM COM 00766T100 80,420 2,434,759 SH   SOLE   2,434,759 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 299,872 1,925,589 SH   SOLE   1,925,589 0 0
AMERICAN WATER WORKS CO, INC. COM 030420103 17,573 205,816 SH   SOLE   205,816 0 0
ASHLAND GLOBAL HOLDINGS INC. COM 044186104 218,608 2,796,213 SH   SOLE   2,796,213 0 0
BADGER DAYLIGHTING LTD COM 05651W209 120 5,000 SH   SOLE   5,000 0 0
BAYTEX ENERGY CORP. COM 07317Q105 33,774 10,144,900 SH   SOLE   10,144,900 0 0
BERRY GLOBAL GROUP INC COM 08579W103 296,967 6,464,263 SH   SOLE   6,464,263 0 0
C.H. ROBINSON WORLDWIDE, INC. COM 12541W209 104,828 1,253,027 SH   SOLE   1,253,027 0 0
CALLON PETROLEUM CO COM 13123X102 71,105 6,620,618 SH   SOLE   6,620,618 0 0
COMMERCIAL METALS CO COM 201723103 9,890 468,521 SH   SOLE   468,521 0 0
DOMINION ENERGY INC COM 25746U109 36,919 541,493 SH   SOLE   541,493 0 0
DOWDUPONT INC. COM 26078J100 89,407 1,356,292 SH   SOLE   1,356,292 0 0
EP ENERGY CORPORATION CL A 268785102 2,250 750,000 SH   SOLE   750,000 0 0
EASTMAN CHEMICAL COMPANY COM 277432100 10,004 100,080 SH   SOLE   100,080 0 0
EDISON INTERNATIONAL COM 281020107 26,771 423,130 SH   SOLE   423,130 0 0
EXTRACTION OIL & GAS INC COM 30227M105 93,560 6,368,945 SH   SOLE   6,368,945 0 0
FERRO CORPORATION COM 315405100 55,525 2,663,037 SH   SOLE   2,663,037 0 0
FORTIVE CORPORATION COM 34959J108 30,754 398,829 SH   SOLE   398,829 0 0
GRAN TIERRA ENERGY INC. COM 38500T101 71,719 20,788,164 SH   SOLE   20,788,164 0 0
HELIX ENERGY SOLUTNS GROUP INC COM 42330P107 3,765 451,980 SH   SOLE   451,980 0 0
NRG ENERGY, INC. COM 629377508 57,916 1,886,522 SH   SOLE   1,886,522 0 0
NUCOR CORPORATION COM 670346105 132,895 2,126,324 SH   SOLE   2,126,324 0 0
OASIS PETROLEUM INC COM 674215108 2,594 200,000 SH   SOLE   200,000 0 0
OBSIDIAN ENERGY LTD COM 674482104 2,623 2,321,200 SH   SOLE   2,321,200 0 0
PPL CORPORATION COM 69351T106 176,707 6,189,367 SH   SOLE   6,189,367 0 0
PARSLEY ENERGY, INC. CL A 701877102 49,456 1,633,291 SH   SOLE   1,633,291 0 0
PQ GROUP HOLDINGS INC. COM 73943T103 6,875 381,956 SH   SOLE   381,956 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 81,842 934,905 SH   SOLE   934,905 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 416 199,021 SH   SOLE   199,021 0 0
SELECT ENERGY SERVICES INC CL A COM 81617J301 16,514 1,136,532 SH   SOLE   1,136,532 0 0
STANTEC INCORPORATED COM 85472N109 61,695 2,403,011 SH   SOLE   2,403,011 0 0
SUMMIT MATERIALS, INC. CL A 86614U100 55,657 2,120,263 SH   SOLE   2,120,263 0 0
TIMKENSTEEL CORPORATION COM 887399103 16,051 981,708 SH   SOLE   981,708 0 0
UNITED PARCEL SERVICE CL B 911312106 20,600 193,918 SH   SOLE   193,918 0 0
VISTRA ENERGY CORP. COM 92840M102 133,786 5,654,542 SH   SOLE   5,654,542 0 0
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION COM 929740108 54,062 548,416 SH   SOLE   548,416 0 0
EATON CORP PLC SHS G29183103 13,381 179,034 SH   SOLE   179,034 0 0
ENSCO PLC SHS CLASS A G3157S106 22,968 3,163,622 SH   SOLE   3,163,622 0 0
NOBLE CORP PLC SHS USD G65431101 17,582 2,777,624 SH   SOLE   2,777,624 0 0
VENATOR MATLS PLC SHS G9329Z100 69,168 4,227,858 SH   SOLE   4,227,858 0 0
TRANSOCEAN LTD REG SHS H8817H100 24,882 1,851,365 SH   SOLE   1,851,365 0 0
TRONOX LTD SHS CL A Q9235V101 36,815 1,870,683 SH   SOLE   1,870,683 0 0
TEEKAY OFFSHORE PARTNERS L.P. PARTNERSHIP UN Y8565J101 26,237 9,938,496 SH   SOLE   9,938,496 0 0
AK STL HLDG CORP COM 001547108 1,728 398,076 SH   SOLE   398,076 0 0
ADVANTAGE OIL & GAS LTD. COM 00765F101 7,410 2,375,000 SH   SOLE   2,375,000 0 0
ANDEAVOR COM 03349M105 4,995 38,076 SH   SOLE   38,076 0 0
ATMOS ENERGY CORP COM 049560105 36,777 408,000 SH   SOLE   408,000 0 0
CABOT OIL & GAS CORPORATION COM 127097103 223,187 9,377,624 SH   SOLE   9,377,624 0 0
CELANESE CORP DEL COM SER A 150870103 10,058 90,560 SH   SOLE   90,560 0 0
CENOVUS ENERGY INC COM 15135U109 26,553 2,557,500 SH   SOLE   2,557,500 0 0
FIRST SOLAR, INC COM 336433107 68,067 1,292,562 SH   SOLE   1,292,562 0 0
MRC GLOBAL IN COM 55345K103 75,674 3,492,137 SH   SOLE   3,492,137 0 0
NISOURCE INC COM 65473P105 18,204 692,698 SH   SOLE   692,698 0 0
PG&E CORP COM 69331C108 33,941 797,482 SH   SOLE   797,482 0 0
RYERSON HLDG CORP COM 783754104 11,100 995,499 SH   SOLE   995,499 0 0
TIMKEN CO COM 887389104 687 15,782 SH   SOLE   15,782 0 0
TE CONNECTIVITY LTD REG SHS H84989104 55,105 611,871 SH   SOLE   611,871 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 169,723 2,146,221 SH   SOLE   2,146,221 0 0
WARRIOR MET COAL INC COM 93627C101 62,190 2,255,723 SH   SOLE   2,255,723 0 0
AMERICAN ELEC PWR INC COM 025537101 82,786 1,195,458 SH   SOLE   1,195,458 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,725 37,635 SH   SOLE   37,635 0 0
AXALTA COATING SYS LTD COM G0750C108 18,642 615,034 SH   SOLE   615,034 0 0
CANADIAN NATL RY CO COM 136375102 19 227 SH   SOLE   227 0 0
CATERPILLAR INC DEL COM 149123101 17,655 130,132 SH   SOLE   130,132 0 0
CIMAREX ENERGY CO COM 171798101 5,087 50,000 SH   SOLE   50,000 0 0
DEERE & CO COM 244199105 6,456 46,177 SH   SOLE   46,177 0 0
F M C CORP COM NEW 302491303 10,823 121,317 SH   SOLE   121,317 0 0
GATES INDUSTRIAL CORPORATION PLC ORD SHS G39108108 1,099 67,544 SH   SOLE   67,544 0 0
INFRA AND ENERGY ALTRNTIVE INC COM 45686J104 1,280 137,500 SH   SOLE   137,500 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 3,177 50,044 SH   SOLE   50,044 0 0
MOSAIC CO NEW COM 61945C103 2,704 96,400 SH   SOLE   96,400 0 0
NEXTERA ENERGY INC COM 65339F101 9,417 56,379 SH   SOLE   56,379 0 0
OCEAN RIG UDW INC COM CL A G66964118 17,105 580,213 SH   SOLE   580,213 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 48,023 2,960,719 SH   SOLE   2,960,719 0 0
UNITED STATES STEEL CORP NEW COM 912909108 86,580 2,491,501 SH   SOLE   2,491,501 0 0
LYONDELLBASELL INDUSTRIES N SHS A N53745100 20,774 189,115 SH   SOLE   189,115 0 0
ANDERSONS INC COM 034164103 239 7,000 SH   SOLE   7,000 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 1,118 62,507 SH   SOLE   62,507 0 0
AZUL S.A. SPONSORED ADR CMN COM 05501U106 1,636 100,000 SH   SOLE   100,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 4,120 70,000 SH   SOLE   70,000 0 0
CANADIAN NATURAL RESOURCES CMN COM 136385101 18,035 500,000 SH   SOLE   500,000 0 0
CANADIAN SOLAR INC COM 136635109 6,581 537,700 SH   SOLE   537,700 0 0
COMSCORE, INC COM 20564W105 3,733 171,259 SH   SOLE   171,259 0 0
CONCHO RESOURCES INC COM 20605P101 5,888 42,559 SH   SOLE   42,559 0 0
ECOLAB INC COM 278865100 10,037 71,524 SH   SOLE   71,524 0 0
EL PASO ELEC CO COM NEW 283677854 3,546 60,000 SH   SOLE   60,000 0 0
ENERGEN CORP COM 29265N108 2,577 35,383 SH   SOLE   35,383 0 0
ENTERGY CORPORATION COM 29364G103 110,530 1,368,104 SH   SOLE   1,368,104 0 0
ESSENTIAL PROPERTIES REALTY TRUST, INC. COM 29670E107 4,062 300,000 SH   SOLE   300,000 0 0
EVERGY INC COM 30034W106 8,037 143,142 SH   SOLE   143,142 0 0
FORTUNE BRANDS HOME & SECURITY COM 34964C106 6,711 125,000 SH   SOLE   125,000 0 0
GRAFTECH INTERNATIONAL LTD COM 384313508 11,974 665,570 SH   SOLE   665,570 0 0
GRAPHIC PACKAGING HLDGCO COM 388689101 30,915 2,130,604 SH   SOLE   2,130,604 0 0
GREEN PLAINS INC COM 393222104 1 15 SH   SOLE   15 0 0
HD SUPPLY HOLDINGS, INC. COM 40416M105 7,506 175,000 SH   SOLE   175,000 0 0
HALCON RESOURCES CORPORATION COM 40537Q605 10,785 2,456,700 SH   SOLE   2,456,700 0 0
KINDER MORGAN INC DEL COM 49456B101 19,185 1,085,700 SH   SOLE   1,085,700 0 0
LAREDO PETROLEUM INC COM 516806106 2,886 300,000 SH   SOLE   300,000 0 0
MAMMOTH ENERGY SERVICES, INC COM 56155L108 7,578 223,133 SH   SOLE   223,133 0 0
MARATHON PETROLEUM CORPORATION COM 56585A102 60,277 859,137 SH   SOLE   859,137 0 0
MCDERMOTT INTERNATIONAL, INC COM 580037703 45,791 2,330,318 SH   SOLE   2,330,318 0 0
NUTRIEN LTD. COM 67077M108 1,034 19,013 SH   SOLE   19,013 0 0
PBF ENERGY INC COM 69318G106 5,394 128,634 SH   SOLE   128,634 0 0
PINNACLE WEST CAPITAL CORP COM 723484101 14,408 178,848 SH   SOLE   178,848 0 0
RPM INTERNATIONAL INC COM 749685103 5,832 100,000 SH   SOLE   100,000 0 0
RYDER SYSTEM INC COM 783549108 37,626 523,611 SH   SOLE   523,611 0 0
SCHLUMBERGER LTD COM 806857108 5,027 75,000 SH   SOLE   75,000 0 0
SEMPRA ENERGY COM 816851109 31,466 271,000 SH   SOLE   271,000 0 0
STARS GROUP INC. (THE ) COM 85570W100 5,445 150,000 SH   SOLE   150,000 0 0
TELLURIAN, INC. COM 87968A104 3,536 425,000 SH   SOLE   425,000 0 0
TRANSLATE BIO, INC. COM 89374L104 1,925 152,163 SH   SOLE   152,163 0 0
TURQUOISE HILL RESOURCES LTD COM 900435108 1,136 400,000 SH   SOLE   400,000 0 0
UNITI GROUP INC. COM 91325V108 2,404 120,000 SH   SOLE   120,000 0 0
VALE S.A. ADR COM 91912E105 13,629 1,063,100 SH   SOLE   1,063,100 0 0
WEATHERFORD INTERNATIONAL PLC CMN COM G48833100 2,139 650,000 SH   SOLE   650,000 0 0
MEIRAGTX HOLDINGS PLC CMN COM G59665102 2,267 197,800 SH   SOLE   197,800 0 0
NVENT ELECTRIC PUBLIC LIMITED COMPANY COM G6700G107 2,144 85,409 SH   SOLE   85,409 0 0
PAGSEGURO DIGITAL LTD. CLASS A COM G68707101 1,966 70,863 SH   SOLE   70,863 0 0
ORION ENGINEERED CARBONS S.A. CMN COM L72967109 1 10 SH   SOLE   10 0 0
PHILLIPS 66 ORD SHS COM 718546104 30,197 268,869 SH   SOLE   268,869 0 0
FLOWSERVE CORP COM 34354P105 478 11,824 SH   SOLE   11,824 0 0
JINKOSOLAR HOLDING CO-ADR COM 47759T100 2,289 166,253 SH   SOLE   166,253 0 0
SHAWCOR LTD COM 820439107 223 11,500 SH   SOLE   11,500 0 0
RUSSEL METALS INC COM 781903604 640 31,300 SH   SOLE   31,300 0 0
PARAMOUNT RESOURCES LTD -A COM 699320206 467 41,200 SH   SOLE   41,200 0 0
MASCO CORP COM 574599106 2,286 61,086 SH   SOLE   61,086 0 0
DELEK US HOLDINGS INC COM 24665A103 3,189 63,572 SH   SOLE   63,572 0 0
MEG ENERGY CORP COM 552704108 1,669 200,000 SH   SOLE   200,000 0 0
DAQO NEW ENERGY CORP-ADR COM 23703Q203 8,601 242,000 SH   SOLE   242,000 0 0
TREVALI MINING CORP COM 89531J109 607 886,000 SH   SOLE   886,000 0 0
CALL/BERY @ 52.5 EXP 09/21/2018 CALL 08579W103 6 103 SH Call SOLE   103 0 0
PUT/EC @ 15 EXP 08/17/2018 PUT 279158109 27 2,677 SH Put SOLE   2,677 0 0
PUT/SPY @ 255 EXP 01/18/2019 PUT 78462F103 1,719 2,475 SH Put SOLE   2,475 0 0
WTS/VISTRA ENERGY CORP. 35.0000 EXP02/02/2024 WTS 92840M128 215 176,593 SH   SOLE   176,593 0 0
ASH US 07/18 C80.00 CALL 044186104 5 44 SH Call SOLE   44 0 0
CVRR US 01/20 P30.00 PUT 12663P107 58 50 SH Put SOLE   50 0 0
EC US 08/18 P15.00 PUT 279158109 1 75 SH Put SOLE   75 0 0
BERY US 09/18 C52.50 CALL 08579W103 21 378 SH Call SOLE   378 0 0
CVRR US 01/20 P35.00 PUT 12663P107 1,337 849 SH Put SOLE   849 0 0
ASH US 07/18 C85.00 CALL 044186104 23 1,000 SH Call SOLE   1,000 0 0
PCG US 07/18 P35.00 PUT 69331C108 71 1,771 SH Put SOLE   1,771 0 0
CRZO US 10/18 P25.00 PUT 144577103 375 2,000 SH Put SOLE   2,000 0 0
EC US 08/18 P17.50 PUT 279158109 69 2,298 SH Put SOLE   2,298 0 0
SPY US 03/19 P265.00 PUT 78462F103 2,763 2,476 SH Put SOLE   2,476 0 0
XLI US 12/18 P72.00 PUT 81369Y704 1,033 2,950 SH Put SOLE   2,950 0 0
XOG US 09/18 C20.00 CALL 30227M105 103 3,441 SH Call SOLE   3,441 0 0
COG US 07/18 C24.00 CALL 127097103 265 3,924 SH Call SOLE   3,924 0 0
XLI US 09/18 P72.00 PUT 81369Y704 1,098 4,500 SH Put SOLE   4,500 0 0
SPY US 09/18 P274.00 PUT 78462F103 3,667 4,683 SH Put SOLE   4,683 0 0
AR US 08/18 P17.50 PUT 03674X106 48 4,797 SH Put SOLE   4,797 0 0
USO US 07/18 P13.50 PUT 91232N108 12 4,975 SH Put SOLE   4,975 0 0
PCG US 07/18 P37.50 PUT 69331C108 430 5,372 SH Put SOLE   5,372 0 0
XOG US 09/18 C17.50 CALL 30227M105 548 8,123 SH Call SOLE   8,123 0 0
NE US 09/18 P5.00 PUT G65431101 200 10,000 SH Put SOLE   10,000 0 0
USO US 08/18 P13.00 PUT 91232N108 90 15,000 SH Put SOLE   15,000 0 0
BERY US 12/18 C55.00 CALL 08579W103 2,333 22,223 SH Call SOLE   22,223 0 0