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 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
EQT CORP COM 26884L109 15,653 275,000 SH   SOLE   275,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 37,577 170,000 SH   SOLE   170,000 0 0
PIONEER NAT RES CO COM 723787107 38,027 220,000 SH   SOLE   220,000 0 0
RANGE RES CORP COM 75281A109 31,646 1,855,000 SH   SOLE   1,855,000 0 0
VULCAN MATLS CO COM 929160109 28,241 220,000 SH   SOLE   220,000 0 0
WESTROCK CO COM 96145D105 16,397 259,400 SH   SOLE   259,400 0 0