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 116,699 4,403,751 SH   SOLE   4,403,751 0 0
AGCO CORP COM 001084102 1,670 30,000 SH   SOLE   30,000 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 215,751 1,348,023 SH   SOLE   1,348,023 0 0
ALLIANT ENERGY CORP COM 018802108 21,616 511,611 SH   SOLE   511,611 0 0
ALTA MESA RESOURCES INC COM 02133L109 197 196,939 SH   SOLE   196,939 0 0
AMERICAN VANGUARD CORP COM 030371108 792 52,125 SH   SOLE   52,125 0 0
AMERICAN WATER WORKS CO INC COM 030420103 18,682 205,816 SH   SOLE   205,816 0 0
APTIV PLC COM G6095L109 6,687 108,600 SH   SOLE   108,600 0 0
AQUA AMERICA INC COM 03836W103 8,336 243,800 SH   SOLE   243,800 0 0
ARCH COAL INC COM 039380407 3,044 36,680 SH   SOLE   36,680 0 0
ARCONIC INC COM 03965L100 5,894 349,566 SH   SOLE   349,566 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 218,841 3,084,000 SH   SOLE   3,084,000 0 0
ATMOS ENERGY CORP COM 049560105 36,442 393,035 SH   SOLE   393,035 0 0
AVANGRID INC COM 05351W103 9,702 193,700 SH   SOLE   193,700 0 0
BAYTEX ENERGY CORP COM 07317Q105 36,801 20,829,785 SH   SOLE   20,829,785 0 0
BERRY GLOBAL GROUP INC COM 08579W103 288,574 6,071,399 SH   SOLE   6,071,399 0 0
BIOHAVEN PHARMACEUTICAL HOLDIN COM G11196105 5,394 145,850 SH   SOLE   145,850 0 0
BUNGE LTD COM G16962105 13,561 253,769 SH   SOLE   253,769 0 0
CABOT OIL & GAS CORP COM 127097103 126,810 5,673,806 SH   SOLE   5,673,806 0 0
CALLON PETROLEUM CO COM 13123X102 55,164 8,499,782 SH   SOLE   8,499,782 0 0
CANADIAN SOLAR INC COM 136635109 16,270 1,134,606 SH   SOLE   1,134,606 0 0
CATERPILLAR INC COM 149123101 36,187 284,780 SH   SOLE   284,780 0 0
CELANESE CORP COM 150870103 3,835 42,628 SH   SOLE   42,628 0 0
CENOVUS ENERGY INC COM 15135U109 106,790 15,174,223 SH   SOLE   15,174,223 0 0
CENTERPOINT ENERGY INC COM 15189T107 50,395 1,785,160 SH   SOLE   1,785,160 0 0
CHEMOURS CO/THE COM 163851108 21,379 757,566 SH   SOLE   757,566 0 0
CIMAREX ENERGY CO COM 171798101 6,165 100,000 SH   SOLE   100,000 0 0
COMMERCIAL METALS CO COM 201723103 37,499 2,340,734 SH   SOLE   2,340,734 0 0
CONSOLIDATED EDISON INC COM 209115104 10,757 140,688 SH   SOLE   140,688 0 0
CRESCENT POINT ENERGY CORP COM 22576C101 18,468 6,085,039 SH   SOLE   6,085,039 0 0
CROWN HOLDINGS INC COM 228368106 10,892 262,012 SH   SOLE   262,012 0 0
DAQO NEW ENERGY CORP ADR 23703Q203 1,286 54,949 SH   SOLE   54,949 0 0
DARLING INGREDIENTS INC COM 237266101 866 45,000 SH   SOLE   45,000 0 0
DEERE & CO COM 244199105 9,980 66,900 SH   SOLE   66,900 0 0
DELEK US HOLDINGS INC COM 24665A103 4,033 124,046 SH   SOLE   124,046 0 0
DOMINION ENERGY INC COM 25746U109 139,349 1,950,031 SH   SOLE   1,950,031 0 0
DOWDUPONT INC COM 26078J100 22,419 419,200 SH   SOLE   419,200 0 0
DYCOM INDUSTRIES INC COM 267475101 5,142 95,147 SH   SOLE   95,147 0 0
EAGLE MATERIALS INC COM 26969P108 4,980 81,600 SH   SOLE   81,600 0 0
EASTMAN CHEMICAL CO COM 277432100 13,299 181,900 SH   SOLE   181,900 0 0
ECOLAB INC COM 278865100 43,719 296,700 SH   SOLE   296,700 0 0
EL PASO ELECTRIC CO COM 283677854 3,008 60,000 SH   SOLE   60,000 0 0
EMERSON ELECTRIC CO COM 291011104 10,508 175,868 SH   SOLE   175,868 0 0
ENPHASE ENERGY INC COM 29355A107 3,194 675,148 SH   SOLE   675,148 0 0
ENSCO PLC COM G3157S106 45,916 12,897,733 SH   SOLE   12,897,733 0 0
ENTERGY CORP COM 29364G103 136,482 1,585,710 SH   SOLE   1,585,710 0 0
EXELON CORP COM 30161N101 95,325 2,113,637 SH   SOLE   2,113,637 0 0
EXTRACTION OIL & GAS INC COM 30227M105 47,979 11,183,995 SH   SOLE   11,183,995 0 0
FERRO CORP COM 315405100 58,725 3,745,190 SH   SOLE   3,745,190 0 0
FIRST SOLAR INC COM 336433107 10,442 245,950 SH   SOLE   245,950 0 0
FIRSTENERGY CORP COM 337932107 138,659 3,692,657 SH   SOLE   3,692,657 0 0
FORTIVE CORP COM 34959J108 35,200 520,247 SH   SOLE   520,247 0 0
GENERAL MOTORS CO COM 37045V100 6,568 196,350 SH   SOLE   196,350 0 0
GLOBAL BLOOD THERAPEUTICS INC COM 37890U108 2,567 62,524 SH   SOLE   62,524 0 0
GRAN TIERRA ENERGY INC COM 38500T101 50,235 23,106,716 SH   SOLE   23,106,716 0 0
GREEN PLAINS INC COM 393222104 507 38,647 SH   SOLE   38,647 0 0
HALCON RESOURCES CORP COM 40537Q605 13,277 7,810,213 SH   SOLE   7,810,213 0 0
HB FULLER CO COM 359694106 5,242 122,850 SH   SOLE   122,850 0 0
HIMAX TECHNOLOGIES INC ADR 43289P106 7,655 2,231,800 SH   SOLE   2,231,800 0 0
INFRASTRUCTURE AND ENERGY ALTE COM 45686J104 1,126 137,500 SH   SOLE   137,500 0 0
INTELSAT SA COM L5140P101 5,455 255,014 SH   SOLE   255,014 0 0
ISHARES U.S. HOME CONSTRUCTION ETF 464288752 6,403 213,149 SH   SOLE   213,149 0 0
JACOBS ENGINEERING GROUP INC COM 469814107 78,412 1,341,290 SH   SOLE   1,341,290 0 0
KINDER MORGAN INC/DE COM 49456B101 35,019 2,276,892 SH   SOLE   2,276,892 0 0
KNIGHT-SWIFT TRANSPORTATION HO COM 499049104 93,410 3,725,969 SH   SOLE   3,725,969 0 0
KOSMOS ENERGY LTD COM 500688106 5,088 1,250,000 SH   SOLE   1,250,000 0 0
LINDE PLC COM G5494J103 15,011 96,200 SH   SOLE   96,200 0 0
LIVENT CORP COM 53814L108 56,592 4,100,837 SH   SOLE   4,100,837 0 0
LOWE'S COS INC COM 548661107 9,670 104,700 SH   SOLE   104,700 0 0
LYONDELLBASELL INDUSTRIES NV COM N53745100 17,297 208,000 SH   SOLE   208,000 0 0
MARATHON PETROLEUM CORP COM 56585A102 11,231 190,317 SH   SOLE   190,317 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 6,892 40,100 SH   SOLE   40,100 0 0
MASTEC INC COM 576323109 16,528 407,500 SH   SOLE   407,500 0 0
MCDERMOTT INTERNATIONAL INC COM 580037703 23,042 3,523,183 SH   SOLE   3,523,183 0 0
MRC GLOBAL INC COM 55345K103 54,405 4,448,503 SH   SOLE   4,448,503 0 0
NEXTDECADE CORP COM 65342K105 393 72,701 SH   SOLE   72,701 0 0
NISOURCE INC COM 65473P105 12,381 488,408 SH   SOLE   488,408 0 0
NOBLE CORP PLC COM G65431101 13,790 5,263,410 SH   SOLE   5,263,410 0 0
NOBLE ENERGY INC COM 655044105 844 45,000 SH   SOLE   45,000 0 0
NRG ENERGY INC COM 629377508 41,627 1,051,181 SH   SOLE   1,051,181 0 0
NUCOR CORP COM 670346105 66,647 1,286,371 SH   SOLE   1,286,371 0 0
NUTRIEN LTD COM 67077M108 5,212 110,900 SH   SOLE   110,900 0 0
NVENT ELECTRIC PLC COM G6700G107 31,273 1,392,368 SH   SOLE   1,392,368 0 0
OASIS PETROLEUM INC COM 674215108 664 120,000 SH   SOLE   120,000 0 0
ORION ENGINEERED CARBONS SA COM L72967109 0 10 SH   SOLE   10 0 0
PARSLEY ENERGY INC COM 701877102 63,992 4,004,490 SH   SOLE   4,004,490 0 0
PBF ENERGY INC COM 69318G106 2,231 68,287 SH   SOLE   68,287 0 0
PG&E CORP COM 69331C108 9,123 384,138 SH   SOLE   384,138 0 0
PHILLIPS 66 COM 718546104 19,363 224,764 SH   SOLE   224,764 0 0
PLAINS GP HOLDINGS LP COM 72651A207 3,125 155,476 SH   SOLE   155,476 0 0
POLYONE CORP COM 73179P106 5,677 198,500 SH   SOLE   198,500 0 0
PUBLIC SERVICE ENTERPRISE GROU COM 744573106 50,526 970,719 SH   SOLE   970,719 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 90,276 1,268,461 SH   SOLE   1,268,461 0 0
RIO TINTO PLC ADR 767204100 534 11,024 SH   SOLE   11,024 0 0
ROWAN COS PLC COM G7665A101 47,954 5,715,581 SH   SOLE   5,715,581 0 0
RYDER SYSTEM INC COM 783549108 98,693 2,049,707 SH   SOLE   2,049,707 0 0
RYERSON HOLDING CORP COM 783754104 5,014 790,870 SH   SOLE   790,870 0 0
SEADRILL LTD COM G7998G106 3,736 383,158 SH   SOLE   383,158 0 0
SEMPRA ENERGY COM 816851109 18,495 170,948 SH   SOLE   170,948 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 2,990 7,600 SH   SOLE   7,600 0 0
SKYLINE CHAMPION CORP COM 830830105 13,206 899,000 SH   SOLE   899,000 0 0
SOUTH JERSEY INDUSTRIES INC COM 838518108 6,002 215,886 SH   SOLE   215,886 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 9,248 120,883 SH   SOLE   120,883 0 0
SRC ENERGY INC COM 78470V108 18,403 3,915,552 SH   SOLE   3,915,552 0 0
STANTEC INC COM 85472N109 55,687 2,539,711 SH   SOLE   2,539,711 0 0
SUMMIT MATERIALS INC COM 86614U100 4,939 398,333 SH   SOLE   398,333 0 0
TECK RESOURCES LTD COM 878742204 34,834 1,617,164 SH   SOLE   1,617,164 0 0
TEEKAY OFFSHORE PARTNERS LP PARTNERSHIP UN Y8565J101 11,507 9,509,549 SH   SOLE   9,509,549 0 0
TENCENT MUSIC ENTERTAINMENT GR ADR 88034P109 13,220 1,000,000 SH   SOLE   1,000,000 0 0
TIMKENSTEEL CORP COM 887399103 31,140 3,562,927 SH   SOLE   3,562,927 0 0
TRANSOCEAN LTD COM H8817H100 49,462 7,127,122 SH   SOLE   7,127,122 0 0
TRINSEO SA COM L9340P101 4,033 88,100 SH   SOLE   88,100 0 0
TRONOX LTD COM Q9235V101 18,170 2,335,498 SH   SOLE   2,335,498 0 0
TURQUOISE HILL RESOURCES LTD COM 900435108 29,133 17,656,550 SH   SOLE   17,656,550 0 0
TYSON FOODS INC COM 902494103 19,363 362,611 SH   SOLE   362,611 0 0
UNITED STATES STEEL CORP COM 912909108 101,896 5,586,379 SH   SOLE   5,586,379 0 0
UNITED TECHNOLOGIES CORP COM 913017109 10,307 96,800 SH   SOLE   96,800 0 0
VALE SA ADR 91912E105 32,244 2,444,591 SH   SOLE   2,444,591 0 0
VALERO ENERGY CORP COM 91913Y100 40,643 542,128 SH   SOLE   542,128 0 0
VBI VACCINES INC COM 91822J103 2,809 1,755,330 SH   SOLE   1,755,330 0 0
VENATOR MATERIALS PLC COM G9329Z100 5,487 1,309,503 SH   SOLE   1,309,503 0 0
VISTRA ENERGY CORP COM 92840M102 234,649 10,251,170 SH   SOLE   10,251,170 0 0
VISTRA ENERGY CORP *W EXP 02/02/202 92840M128 247 176,593 SH   SOLE   176,593 0 0
VIVINT SOLAR INC COM 92854Q106 5,713 1,499,497 SH   SOLE   1,499,497 0 0
VULCAN MATERIALS CO COM 929160109 8,574 86,783 SH   SOLE   86,783 0 0
WARRIOR MET COAL INC COM 93627C101 47,396 1,965,841 SH   SOLE   1,965,841 0 0
WESTROCK CO COM 96145D105 10,592 280,500 SH   SOLE   280,500 0 0
WR GRACE & CO COM 38388F108 15,202 234,200 SH   SOLE   234,200 0 0
BADGER DAYLIGHTING LTD COM 05651W209 118 5,000 SH   SOLE   5,000 0 0
CROWN HOLDINGS INC COM 228368106 11,224 270,000 SH Call SOLE   270,000 0 0
CABOT OIL & GAS CORP COM 127097103 96,429 4,314,500 SH Call SOLE   4,314,500 0 0
CALLON PETROLEUM CO COM 13123X102 12,980 2,000,000 SH Call SOLE   2,000,000 0 0
CENOVUS ENERGY INC COM 15135U109 19,333 2,750,000 SH Call SOLE   2,750,000 0 0
CVR REFINING LP COMUNIT REP LT 12663P107 1,180 113,100 SH Put SOLE   113,100 0 0
JINKOSOLAR HOLDING CO LTD ADR 47759T100 4,945 500,000 SH Put SOLE   500,000 0 0
OLIN CORP COM 680665205 4,022 200,000 SH Call SOLE   200,000 0 0
PARSLEY ENERGY INC COM 701877102 15,980 1,000,000 SH Call SOLE   1,000,000 0 0
SPDR S&P 500 ETF TRUST TR UNIT 78462F103 331,144 1,325,000 SH Put SOLE   1,325,000 0 0
SPDR S&P OIL & GAS EXPLORATION ETF 78464A730 153,906 5,801,200 SH Call SOLE   5,801,200 0 0