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 18,320 128,057 SH   SOLE   128,057 0 0
AXALTA COATING SYS LTD COM G0750C108 16,393 511,654 SH   SOLE   511,654 0 0
BARRICK GOLD CORP COM 067901108 7,118 447,400 SH   SOLE   447,400 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 33,620 1,241,490 SH   SOLE   1,241,490 0 0
EOG RES INC COM 26875P101 17,841 197,090 SH   SOLE   197,090 0 0
EQT CORP COM 26884L109 23,796 406,136 SH   SOLE   406,136 0 0
HALLIBURTON CO COM 406216101 21,452 502,262 SH   SOLE   502,262 0 0
MONSANTO CO NEW COM 61166W101 11,099 93,773 SH   SOLE   93,773 0 0
NEWMONT MINING CORP COM 651639106 6,606 203,940 SH   SOLE   203,940 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 32,405 1,238,707 SH   SOLE   1,238,707 0 0
QEP RES INC COM 74733V100 16,992 1,682,331 SH   SOLE   1,682,331 0 0
RANGE RES CORP COM 75281A109 16,725 721,845 SH   SOLE   721,845 0 0
RSP PERMIAN INC COM 74978Q105 7,990 247,597 SH   SOLE   247,597 0 0
SCHLUMBERGER LTD COM 806857108 10,562 160,419 SH   SOLE   160,419 0 0
TRANSDIGM GROUP INC COM 893641100 23,997 89,253 SH   SOLE   89,253 0 0
UNION PAC CORP COM 907818108 8,605 79,013 SH   SOLE   79,013 0 0
WASTE CONNECTIONS INC COM 94106B101 11,503 178,567 SH   SOLE   178,567 0 0