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 177,354 4,685,700 SH   SOLE   4,685,700 0 0
ALTA MESA RESOURCES INC-A COM 02133L109 858 5,877,864 SH   SOLE   5,877,864 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 153,850 679,638 SH   SOLE   679,638 0 0
ARCH COAL INC - A COM 039380407 62,220 660,439 SH   SOLE   660,439 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 113,350 1,417,406 SH   SOLE   1,417,406 0 0
ATMOS ENERGY CORP COM 049560105 94,319 893,511 SH   SOLE   893,511 0 0
AMERICAN VANGUARD CORP COM 030371108 736 47,771 SH   SOLE   47,771 0 0
AMERICAN WATER WORKS CO INC COM 030420103 26,894 231,844 SH   SOLE   231,844 0 0
ALEXCO RESOURCE CORP COM 01535P106 1,019 893,565 SH   SOLE   893,565 0 0
BHP GROUP PLC-ADR ADR 05545E209 32,431 634,534 SH   SOLE   634,534 0 0
BERRY GLOBAL GROUP INC COM 08579W103 168,499 3,204,012 SH   SOLE   3,204,012 0 0
BHP GROUP LTD-SPON ADR ADR 088606108 14,417 248,094 SH   SOLE   248,094 0 0
BIOHAVEN PHARMACEUTICAL HOLD COM G11196105 12,572 287,105 SH   SOLE   287,105 0 0
BAYTEX ENERGY CORP COM 07317Q105 42,819 27,621,272 SH   SOLE   27,621,272 0 0
CATERPILLAR INC COM 149123101 4,826 35,413 SH   SOLE   35,413 0 0
CHEMOURS CO/THE COM 163851108 12,580 524,175 SH   SOLE   524,175 0 0
CONTINENTAL RESOURCES INC/OK COM 212015101 210 5,000 SH   SOLE   5,000 0 0
COMMERCIAL METALS CO COM 201723103 57,355 3,213,164 SH   SOLE   3,213,164 0 0
CMS ENERGY CORP COM 125896100 25,814 445,755 SH   SOLE   445,755 0 0
CENTERPOINT ENERGY INC COM 15189T107 52,217 1,823,841 SH   SOLE   1,823,841 0 0
CABOT OIL & GAS CORP COM 127097103 82,222 3,581,098 SH   SOLE   3,581,098 0 0
COHERENT INC COM 192479103 505 3,700 SH   SOLE   3,700 0 0
CALLON PETROLEUM CO COM 13123X102 54,304 8,240,315 SH   SOLE   8,240,315 0 0
CRESCENT POINT ENERGY CORP COM 22576C101 7,305 2,209,201 SH   SOLE   2,209,201 0 0
CANADIAN SOLAR INC COM 136635109 15,232 697,770 SH   SOLE   697,770 0 0
CENOVUS ENERGY INC COM 15135U109 197,276 22,366,549 SH   SOLE   22,366,549 0 0
DOMINION ENERGY INC COM 25746U109 69,431 897,973 SH   SOLE   897,973 0 0
DEERE & CO COM 244199105 878 5,300 SH   SOLE   5,300 0 0
DUKE ENERGY CORP COM 26441C204 13,615 154,300 SH   SOLE   154,300 0 0
CONSOLIDATED EDISON INC COM 209115104 63,060 719,208 SH   SOLE   719,208 0 0
NEW ORIENTAL EDUCATIO-SP ADR ADR 647581107 1,352 14,000 SH   SOLE   14,000 0 0
ENPHASE ENERGY INC COM 29355A107 34,206 1,876,374 SH   SOLE   1,876,374 0 0
EVERSOURCE ENERGY COM 30040W108 29,630 391,104 SH   SOLE   391,104 0 0
ENSCO ROWAN PLC - CLASS A SHS G3166L100 75,821 8,888,707 SH   SOLE   8,888,707 0 0
ENTERGY CORP COM 29364G103 128,938 1,252,673 SH   SOLE   1,252,673 0 0
FASTENAL CO COM 311900104 1,001 30,700 SH   SOLE   30,700 0 0
FIRSTENERGY CORP COM 337932107 195,022 4,555,516 SH   SOLE   4,555,516 0 0
FLUOR CORP COM 343412102 27,013 801,800 SH   SOLE   801,800 0 0
FERRO CORP COM 315405100 53,992 3,417,231 SH   SOLE   3,417,231 0 0
FIRST SOLAR INC COM 336433107 16,381 249,399 SH   SOLE   249,399 0 0
TECHNIPFMC PLC COM G87110105 79,404 3,061,071 SH   SOLE   3,061,071 0 0
FORTIVE CORP COM 34959J108 30,440 373,400 SH   SOLE   373,400 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 20,368 387,230 SH   SOLE   387,230 0 0
GREEN PLAINS INC COM 393222104 127 11,810 SH   SOLE   11,810 0 0
GRAN TIERRA ENERGY INC COM 38500T101 43,996 27,815,359 SH   SOLE   27,815,359 0 0
WARRIOR MET COAL INC COM 93627C101 22,349 855,612 SH   SOLE   855,612 0 0
HUTCHISON CHINA MEDITECH-ADR ADR 44842L103 13,200 600,000 SH   SOLE   600,000 0 0
HOLLYFRONTIER CORP COM 436106108 24,926 538,587 SH   SOLE   538,587 0 0
HALCON RESOURCES CORP COM 40537Q605 1,407 7,960,213 SH   SOLE   7,960,213 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 20,025 114,700 SH   SOLE   114,700 0 0
JAGGED PEAK ENERGY INC COM 47009K107 13,071 1,580,498 SH   SOLE   1,580,498 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 44,830 1,365,111 SH   SOLE   1,365,111 0 0
LAUREATE EDUCATION INC-A COM 518613203 8,523 542,509 SH   SOLE   542,509 0 0
LINDE PLC COM G5494J103 20,140 100,300 SH   SOLE   100,300 0 0
LAREDO PETROLEUM INC COM 516806106 31,017 10,695,485 SH   SOLE   10,695,485 0 0
LIVENT CORP COM 53814L108 41,561 6,005,871 SH   SOLE   6,005,871 0 0
MCDERMOTT INTL INC COM 580037703 65,311 6,760,941 SH   SOLE   6,760,941 0 0
MALLINCKRODT PLC COM G5785G107 3,144 342,479 SH   SOLE   342,479 0 0
BRIGHAM MINERALS INC-CL A COM 10918L103 1,073 50,000 SH   SOLE   50,000 0 0
MARATHON PETROLEUM CORP COM 56585A102 95,634 1,711,411 SH   SOLE   1,711,411 0 0
MRC GLOBAL INC COM 55345K103 42,741 2,496,541 SH   SOLE   2,496,541 0 0
MODERNA INC COM 60770K107 10,158 693,832 SH   SOLE   693,832 0 0
MARATHON OIL CORP COM 565849106 1,101 77,500 SH   SOLE   77,500 0 0
ARCELORMITTAL-NY REGISTERED NY REGISTRY SH 03938L203 67,239 3,729,282 SH   SOLE   3,729,282 0 0
NORTHERN DYNASTY MINERALS COM 66510M204 1,181 1,961,112 SH   SOLE   1,961,112 0 0
NOBLE CORP PLC SHS G65431101 6,089 3,255,895 SH   SOLE   3,255,895 0 0
NEXTERA ENERGY INC COM 65339F101 5,258 25,664 SH   SOLE   25,664 0 0
NISOURCE INC COM 65473P105 76,808 2,666,933 SH   SOLE   2,666,933 0 0
NRG ENERGY INC COM 629377508 195,735 5,573,327 SH   SOLE   5,573,327 0 0
NATIONAL STORAGE AFFILIATES COM 637870106 9,732 336,287 SH   SOLE   336,287 0 0
NUTRIEN LTD COM 67077M108 2,673 50,000 SH   SOLE   50,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 9,811 395,775 SH   SOLE   395,775 0 0
OASIS PETROLEUM INC COM 674215108 5,684 1,000,682 SH   SOLE   1,000,682 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101 11,720 1,124,387 SH   SOLE   1,124,387 0 0
PBF ENERGY INC-CLASS A COM 69318G106 1,639 52,376 SH   SOLE   52,376 0 0
PINDUODUO INC-ADR ADR 722304102 11,125 539,254 SH   SOLE   539,254 0 0
PARSLEY ENERGY INC-CLASS A COM 701877102 85,144 4,478,922 SH   SOLE   4,478,922 0 0
POLYONE CORPORATION COM 73179P106 10,440 332,600 SH   SOLE   332,600 0 0
PHILLIPS 66 COM 718546104 9,845 105,251 SH   SOLE   105,251 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 692 4,500 SH   SOLE   4,500 0 0
RYDER SYSTEM INC COM 783549108 132,335 2,269,889 SH   SOLE   2,269,889 0 0
TRANSOCEAN LTD SHS H8817H100 9,862 1,538,603 SH   SOLE   1,538,603 0 0
ROCKWELL MEDICAL INC COM 774374102 1,273 422,853 SH   SOLE   422,853 0 0
RR DONNELLEY & SONS CO COM 257867200 3,920 1,990,000 SH   SOLE   1,990,000 0 0
RELIANCE STEEL & ALUMINUM COM 759509102 22,723 240,146 SH   SOLE   240,146 0 0
RYERSON HOLDING CORP COM 783754104 1,202 144,288 SH   SOLE   144,288 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103 27,793 94,858 SH   SOLE   94,858 0 0
QUIMICA Y MINERA CHIL-SP ADR ADR 833635105 10,136 325,813 SH   SOLE   325,813 0 0
SRC ENERGY INC COM 78470V108 4,589 925,298 SH   SOLE   925,298 0 0
STEEL DYNAMICS INC COM 858119100 1,308 43,300 SH   SOLE   43,300 0 0
STANTEC INC COM 85472N109 60,571 2,523,611 SH   SOLE   2,523,611 0 0
TIMKENSTEEL CORP COM 887399103 26,508 3,260,504 SH   SOLE   3,260,504 0 0
TRONOX HOLDINGS PLC- A SHS G9087Q102 63,850 4,996,065 SH   SOLE   4,996,065 0 0
TURQUOISE HILL RESOURCES LTD COM 900435108 20,676 16,674,503 SH   SOLE   16,674,503 0 0
HOSTESS BRANDS INC COM 44109J106 8,310 575,486 SH   SOLE   575,486 0 0
UNITED TECHNOLOGIES CORP COM 913017109 16,927 130,011 SH   SOLE   130,011 0 0
VENATOR MATERIALS PLC SHS G9329Z100 5,147 973,005 SH   SOLE   973,005 0 0
VISTRA ENERGY CORP COM 92840M102 47,566 2,100,979 SH   SOLE   2,100,979 0 0
WHIRLPOOL CORP COM 963320106 997 7,000 SH   SOLE   7,000 0 0
WHITING PETROLEUM CORP COM 966387409 5,889 315,242 SH   SOLE   315,242 0 0
AQUA AMERICA INC COM 03836W103 29,618 715,929 SH   SOLE   715,929 0 0
CIMAREX ENERGY CO COM 171798101 27,262 459,498 SH   SOLE   459,498 0 0
INDUSTRIAL SELECT SECT SPDR ETF 81369Y704 4,278 55,255 SH   SOLE   55,255 0 0
EXTRACTION OIL & GAS INC COM 30227M105 50,725 11,714,665 SH   SOLE   11,714,665 0 0
ZTO EXPRESS CAYMAN INC-ADR ADR 98980A105 12,298 643,198 SH   SOLE   643,198 0 0
VISTRA ENERGY CORP - CW24 *W EXP 02/02/202 92840M128 341 176,593 SH   SOLE   176,593 0 0
NRG ENERGY INC COM 629377CG5 33,645 31,500,000 PRN   SOLE   31,500,000 0 0
BADGER DAYLIGHTING LTD COM 05651W209 182 5,000 SH   SOLE   5,000 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 11,996 150,000 SH Call SOLE   150,000 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103 182,393 622,500 SH Put SOLE   622,500 0 0
QUIMICA Y MINERA CHIL-SP ADR ADR 833635105 482 15,500 SH Put SOLE   15,500 0 0
SOUTHWESTERN ENERGY CO COM 845467109 3,160 1,000,000 SH Call SOLE   1,000,000 0 0
UNITED STATES STEEL CORP COM 912909108 268 17,500 SH Call SOLE   17,500 0 0
SPDR S&P OIL & GAS EXP & PR ETF 78464A730 73,575 2,700,000 SH Call SOLE   2,700,000 0 0