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
AIR PRODS & CHEMS INC COM 009158106 13,349 92,816 SH   SOLE   92,816 0 0
AXALTA COATING SYS LTD COM g0750c108 17,951 659,974 SH   SOLE   659,974 0 0
Barrick Gold Ord Shs COM 067901108 6,797 425,360 SH   SOLE   425,360 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 33,454 1,237,220 SH   SOLE   1,237,220 0 0
EOG RES INC COM 26875P101 17,578 173,870 SH   SOLE   173,870 0 0
EQT CORP COM 26884L109 18,055 276,070 SH   SOLE   276,070 0 0
HALLIBURTON CO COM 406216101 32,078 593,052 SH   SOLE   593,052 0 0
MONSANTO CO NEW COM 61166W101 9,383 89,183 SH   SOLE   89,183 0 0
NEWMONT MINING CORP COM 651639106 6,613 194,090 SH   SOLE   194,090 0 0
NORFOLK SOUTHERN CORP COM 655844108 5,076 46,972 SH   SOLE   46,972 0 0
PIONEER NAT RES CO COM 723787107 8,687 48,240 SH   SOLE   48,240 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 18,824 542,781 SH   SOLE   542,781 0 0
RANGE RES CORP COM 75281A109 12,210 355,350 SH   SOLE   355,350 0 0
RPC INC COM 749660106 5,532 279,263 SH   SOLE   279,263 0 0
RSP PERMIAN INC COM 74978Q105 18,005 403,528 SH   SOLE   403,528 0 0
SCHLUMBERGER LTD COM 806857108 18,006 214,479 SH   SOLE   214,479 0 0
TRANSDIGM GROUP INC COM 893641100 20,813 83,600 SH   SOLE   83,600 0 0
UNION PAC CORP COM 907818108 7,790 75,133 SH   SOLE   75,133 0 0
WASTE CONNECTIONS INC COM 94106B101 10,209 129,906 SH   SOLE   129,906 0 0