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 13,101 82,383 SH   SOLE   82,383 0 0
AXALTA COATING SYS LTD COM G0750C108 13,868 459,368 SH   SOLE   459,368 0 0
BARRICK GOLD CORP COM 067901108 2,257 181,249 SH   SOLE   181,249 0 0
ECOLAB INC COM 278865100 10,674 77,871 SH   SOLE   77,871 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 22,487 918,592 SH   SOLE   918,592 0 0
EQT CORP COM 26884L109 7,407 155,909 SH   SOLE   155,909 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 12,154 396,281 SH   SOLE   396,281 0 0
HALLIBURTON CO COM 406216101 12,978 276,485 SH   SOLE   276,485 0 0
NEWMONT MINING CORP COM 651639106 3,225 82,543 SH   SOLE   82,543 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 17,934 824,554 SH   SOLE   824,554 0 0
PRAXAIR INC COM 74005P104 6,406 44,397 SH   SOLE   44,397 0 0
QEP RES INC COM 74733V100 39,586 4,043,522 SH   SOLE   4,043,522 0 0
SCHLUMBERGER LTD COM 806857108 3,477 53,675 SH   SOLE   53,675 0 0
TRANSDIGM GROUP INC COM 893641100 14,433 47,022 SH   SOLE   47,022 0 0
WASTE CONNECTIONS INC COM 94106B101 10,501 146,381 SH   SOLE   146,381 0 0
WILLIAMS COS INC DEL COM 969457100 2,158 86,801 SH   SOLE   86,801 0 0