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
APERGY CORP COM 03755L104 7,866 290,785 SH   SOLE   290,785 0 0
BERRY PETE CORP COM 08579X101 1,872 200,000 SH   SOLE   200,000 0 0
BP PLC SPONSORED ADR 055622104 14,562 383,300 SH   SOLE   383,300 0 0
BP PLC SPONSORED ADR 055622104 13,297 350,000 SH Call SOLE   350,000 0 0
CACTUS INC CL A 127203107 15,040 519,697 SH   SOLE   519,697 0 0
CANADIAN NAT RES LTD COM 136385101 16,111 605,000 SH   SOLE   605,000 0 0
CANADIAN NAT RES LTD COM 136385101 9,321 350,000 SH Call SOLE   350,000 0 0
CENOVUS ENERGY INC COM 15135U109 15,910 1,696,125 SH   SOLE   1,696,125 0 0
CHART INDS INC COM PAR $0.01 16115Q308 7,558 121,196 SH   SOLE   121,196 0 0
CHEVRON CORP NEW COM 166764100 12,634 106,530 SH   SOLE   106,530 0 0
CLEARWAY ENERGY INC CL A 18539C105 4,214 230,900 SH   SOLE   230,900 0 0
COMSTOCK RES INC COM 205768302 1,163 149,276 SH   SOLE   149,276 0 0
CONOCOPHILLIPS COM 20825C104 23,734 416,532 SH   SOLE   416,532 0 0
CONOCOPHILLIPS COM 20825C104 22,792 400,000 SH Call SOLE   400,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 11,650 378,375 SH   SOLE   378,375 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 5,323 115,500 SH   SOLE   115,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,931 88,214 SH   SOLE   88,214 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 68,080 1,150,000 SH Call SOLE   1,150,000 0 0
ENVISION SOLAR INTL INC COM 29413Q201 952 165,000 SH   SOLE   165,000 0 0
ENVISION SOLAR INTL INC W EXP 12/30/202 29413Q110 231 165,000 SH   SOLE   165,000 0 0
FIRST SOLAR INC COM 336433107 13,665 235,555 SH   SOLE   235,555 0 0
FTS INTERNATIONAL INC COM 30283W104 1,008 450,000 SH   SOLE   450,000 0 0
HALLIBURTON CO COM 406216101 11,310 600,000 SH Put SOLE   600,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 3,367 115,500 SH   SOLE   115,500 0 0
HELMERICH & PAYNE INC COM 423452101 2,626 65,543 SH   SOLE   65,543 0 0
INVESCO EXCHNG TRADED FD TR SOLAR ETF 46138G706 10,280 350,000 SH Put SOLE   350,000 0 0
KEANE GROUP INC COM 48669A108 909 150,000 SH   SOLE   150,000 0 0
KOSMOS ENERGY LTD COM 500688106 6,240 1,000,000 SH   SOLE   1,000,000 0 0
MARATHON OIL CORP COM 565849106 9,262 754,867 SH   SOLE   754,867 0 0
MARATHON PETE CORP COM 56585A102 6,986 115,000 SH   SOLE   115,000 0 0
NOBLE ENERGY INC COM 655044105 4,992 222,263 SH   SOLE   222,263 0 0
NORTHERN OIL AND GAS INC NEV COM 665531109 4,322 2,204,899 SH   SOLE   2,204,899 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 17,788 400,000 SH   SOLE   400,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 13,341 300,000 SH Call SOLE   300,000 0 0
PATTERSON UTI ENERGY INC COM 703481101 5,985 700,000 SH   SOLE   700,000 0 0
PDC ENERGY INC COM 69327R101 2,550 91,875 SH   SOLE   91,875 0 0
PURE ACQUISITION CORP *W EXP 04/17/202 74621Q114 4,356 425,000 SH   SOLE   425,000 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 4,134 231,982 SH   SOLE   231,982 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 25,375 1,691,096 SH   SOLE   1,691,096 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 3,001 200,000 SH Call SOLE   200,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 18,096 307,500 SH   SOLE   307,500 0 0
RPC INC COM 749660106 1,142 203,568 SH   SOLE   203,568 0 0
SCHLUMBERGER LTD COM 806857108 9,909 290,000 SH   SOLE   290,000 0 0
SEADRILL LTD COM G7998G106 447 212,714 SH   SOLE   212,714 0 0
SUNCOR ENERGY INC NEW COM 867224107 21,834 691,395 SH   SOLE   691,395 0 0
SUNRUN INC COM 86771W105 24,677 1,477,200 SH   SOLE   1,477,200 0 0
TECHNIPFMC PLC COM G87110105 16,808 696,283 SH   SOLE   696,283 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 1,504 2,315 SH   SOLE   2,315 0 0
TPI COMPOSITES INC COM 87266J104 16,468 878,307 SH   SOLE   878,307 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 8,225 700,000 SH Put SOLE   700,000 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 6,918 250,000 SH   SOLE   250,000 0 0
VIVINT SOLAR INC COM 92854Q106 16,780 2,565,747 SH   SOLE   2,565,747 0 0
WORKHORSE GROUP INC COM NEW 98138J206 6,562 1,874,759 SH   SOLE   1,874,759 0 0