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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ANTERO RES CORPCOM03674X10610,900500,000SH SOLE 500,00000
CABOT OIL & GAS CORPCOM1270971038,845500,000SH SOLE 500,00000
CLEAR CHANNEL OUTDOOR HLDGSCL A18451C1091,118200,000SH SOLE 00200,000
EQT CORPCOM26884L10916,942325,000SH SOLE 325,00000
MARTIN MARIETTA MATLS INCCOM57328410654,632400,000SH SOLE 400,00000
PACKAGING CORP AMERCOM69515610939,406625,000SH SOLE 625,00000
PIONEER NAT RES COCOM7237871079,59276,500SH SOLE 76,50000
RANGE RES CORPCOM75281A10932,1631,306,917SH SOLE 1,306,91700
VULCAN MATLS COCOM92916010928,491300,000SH SOLE 300,00000
WESTROCK COCOM96145D10533,123726,064SH SOLE 726,06400