The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ANTERO MIDSTREAM CORP | COM | 03676B102 | 54,976 | 5,291,000 | SH | SOLE | 0 | 5,291,000 | 0 | 0 | |
| ANTERO RESOURCES CORP | COM | 03674X106 | 6,951 | 462,000 | SH | SOLE | 0 | 462,000 | 0 | 0 | |
| DMC GLOBAL INC | COM | 23291C103 | 1,726 | 31,000 | SH | SOLE | 0 | 31,000 | 0 | 0 | |
| CHAMPIONX CORP | COM | 15872M104 | 2,737 | 107,000 | SH | SOLE | 0 | 107,000 | 0 | 0 | |
| DCP MIDSTREAM LP | COM UT LTD PTN | 23311P100 | 88,079 | 2,870,000 | SH | SOLE | 0 | 2,870,000 | 0 | 0 | |
| ENTERPRISE PRODUCTS PARTNERS LP | COM | 293792107 | 69,111 | 2,864,000 | SH | SOLE | 0 | 2,864,000 | 0 | 0 | |
| ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 73,865 | 6,949,000 | SH | SOLE | 0 | 6,949,000 | 0 | 0 | |
| GENESIS ENERGY LP | UNIT LTD PARTN | 371927104 | 68,759 | 5,923,000 | SH | SOLE | 0 | 5,923,000 | 0 | 0 | |
| CONTANGO OIL & GAS CO | COM NEW | 21075N204 | 4,050 | 937,000 | SH | SOLE | 0 | 937,000 | 0 | 0 | |
| OVINTIV INC | COM | 69047Q102 | 3,645 | 116,000 | SH | SOLE | 0 | 116,000 | 0 | 0 | |
| PLAINS ALL AMERICAN PIPELINE LP | UNIT LTD PARTN | 726503105 | 7,435 | 655,000 | SH | SOLE | 0 | 655,000 | 0 | 0 | |
| PLAINS GP HOLDINGS LP | LTD PARTNR INT A | 72651A207 | 51,364 | 4,302,000 | SH | SOLE | 0 | 4,302,000 | 0 | 0 | |
| PHILLIPS 66 PARTNERS LP | COM UNIT REP INT | 718549207 | 22,520 | 571,000 | SH | SOLE | 0 | 571,000 | 0 | 0 | |
| PROPETRO HOLDING CORP | COM | 74347M108 | 1,695 | 185,000 | SH | SOLE | 0 | 185,000 | 0 | 0 | |
| RANGE RESOURCES CORP | COM | 75281A109 | 1,982 | 118,000 | SH | SOLE | 0 | 118,000 | 0 | 0 | |
| US SILICA HOLDINGS INC | COM | 90346E103 | 1,734 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
| SOLARIS OILFIELD INFRASTRUCTURE INC | COM CL A | 83418M103 | 1,753 | 180,000 | SH | SOLE | 0 | 180,000 | 0 | 0 | |
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 1,021 | 180,000 | SH | SOLE | 0 | 180,000 | 0 | 0 | |
| TELLURIAN INC | COM | 87968A104 | 1,395 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
| TARGA RESOURCES CORP | COM | 87612G101 | 60,883 | 1,370,000 | SH | SOLE | 0 | 1,370,000 | 0 | 0 | |
| VOC ENERGY TRUST | TR UNIT | 91829B103 | 179 | 38,000 | SH | SOLE | 0 | 38,000 | 0 | 0 | |
| WILLIAMS COS INC/THE | COM | 969457100 | 10,356 | 390,000 | SH | SOLE | 0 | 390,000 | 0 | 0 | |