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
ANADARKO PETE CORP COM 032511107 23,594 350,000 SH Call SOLE   350,000 0 0
ANDEAVOR COM 03349M105 3,070 20,000 SH   SOLE   20,000 0 0
BAKER HUGHES A GE CO CL A 05722G100 18,839 556,868 SH   SOLE   556,868 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 345 16,601 SH Call SOLE   16,601 0 0
CACTUS INC CL A 127203107 7,154 186,884 SH   SOLE   186,884 0 0
CATERPILLAR INC DEL COM 149123101 6,862 45,000 SH   SOLE   45,000 0 0
CHART INDS INC COM PAR $0.01 16115QAC4 18,481 235,940 SH   SOLE   235,940 0 0
CHEVRON CORP NEW COM 166764100 12,953 105,931 SH   SOLE   105,931 0 0
CIMAREX ENERGY CO COM 171798101 1,859 20,000 SH   SOLE   20,000 0 0
CONOCOPHILLIPS COM 20825C104 38,985 503,681 SH   SOLE   503,681 0 0
DARLING INGREDIENTS INC COM 237266101 2,125 110,000 SH   SOLE   110,000 0 0
DELEK US HLDGS INC NEW COM 24665A103 8,204 193,364 SH   SOLE   193,364 0 0
DELEK US HLDGS INC NEW COM 24665A103 21,215 500,000 SH Call SOLE   500,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 710 17,786 SH   SOLE   17,786 0 0
DIAMOND OFFHSORE DRILLING IN COM 25271C102 10,000 500,000 SH   SOLE   500,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 18,890 139,730 SH   SOLE   139,730 0 0
ENCANA CORP COM 292505104 2,065 157,514 SH   SOLE   157,514 0 0
ENERGEN CORP COM 29265N108 5,256 61,000 SH   SOLE   61,000 0 0
ENSCO PLC SHS CLASS A G3157S106 7,997 947,509 SH   SOLE   947,509 0 0
EQT CORP COM 26884L109 2,171 49,088 SH   SOLE   49,088 0 0
FIRST SOLAR INC COM 336433107 10,398 214,750 SH   SOLE   214,750 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 13,338 479,792 SH   SOLE   479,792 0 0
HALCON RES CORP COM PAR NEW 40537Q605 1,520 340,000 SH   SOLE   340,000 0 0
HELMERICH & PAYNE INC COM 423452101 23,153 336,666 SH   SOLE   336,666 0 0
HESS CORP COM 42809H107 9,840 137,475 SH   SOLE   137,475 0 0
KOSMOS ENERGY LTD SHS G5315B107 15,477 1,655,260 SH   SOLE   1,655,260 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 2,627 175,000 SH   SOLE   175,000 0 0
MARATHON OIL CORP COM 565849106 20,345 873,919 SH   SOLE   873,919 0 0
MARATHON PETE CORP COM 56585A102 1,554 19,427 SH   SOLE   19,427 0 0
MARATHON PETE CORP COM 56585A102 13,139 164,300 SH Call SOLE   164,300 0 0
MRC GLOBAL INC COM 55345K103 5,539 295,117 SH   SOLE   295,117 0 0
ONEOK INC NEW COM 682680103 4,067 60,000 SH   SOLE   60,000 0 0
PARSLEY ENERGY INC CL A 701877102 9,506 325,000 SH   SOLE   325,000 0 0
PDC ENERGY INC COM 69327R101 1,918 39,182 SH   SOLE   39,182 0 0
PURE ACQUISITION CORP CL A 74621Q106 8,249 850,000 SH   SOLE   850,000 0 0
PURE ACQUISITION CORP CL A 74621Q106 4,125 425,000 SH Call SOLE   425,000 0 0
RANGE RES CORP COM 75281A109 8,495 500,000 SH Call SOLE   500,000 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 4,708 250,000 SH   SOLE   250,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 8,037 117,949 SH   SOLE   117,949 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 11,925 175,000 SH Call SOLE   175,000 0 0
SCHLUMBERGER LTD COM 806857108 43 707 SH   SOLE   707 0 0
SELECT ENERGY SERVICES INC CL A COM 81617J301 18,641 1,574,445 SH   SOLE   1,574,445 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,551 12,215 SH   SOLE   12,215 0 0
SUNCOR ENERGY INC NEW COM 867224107 25,140 649,781 SH   SOLE   649,781 0 0
SUNRUN INC COM 86771W105 6,839 549,780 SH   SOLE   549,780 0 0
TARGA RES CORP COM 87612G101 4,223 75,000 SH   SOLE   75,000 0 0
TECHNIPFMC PLC COM G87110105 25,152 804,860 SH   SOLE   804,860 0 0
TENARIS S A SPONSORED ADR 88031M109 13,446 401,138 SH   SOLE   401,138 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 2,706 600,000 SH Call SOLE   600,000 0 0
TPI COMPOSITES INC COM 87266J104 7,191 251,858 SH   SOLE   251,858 0 0
TRANSOCEAN LTD REG SHS H8817H100 8,840 633,713 SH   SOLE   633,713 0 0
TRANSOCEAN LTD REG SHS H8817H100 27,900 2,000,000 SH Call SOLE   2,000,000 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 35,266 1,400,000 SH Call SOLE   1,400,000 0 0
VIVINT SOLAR INC COM 92854Q106 88 16,938 SH   SOLE   16,938 0 0
WILLIAMS COS INC DEL COM 969457100 1,305 48,005 SH   SOLE   48,005 0 0
WORKHORSE GROUP INC COM NEW 98138J206 375 350,000 SH   SOLE   350,000 0 0
WORKHORSE GROUP INC COM NEW 98138J206 6,573 6,143,558 SH Call SOLE   6,143,558 0 0
WPX ENERGY INC COM 98212B103 8,351 415,061 SH   SOLE   415,061 0 0