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 305 2,255 SH   SOLE   2,255 0 0
ALBEMARLE CORP COM 012653101 231 2,190 SH   SOLE   2,190 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 245 3,151 SH   SOLE   3,151 0 0
ANADARKO PETE CORP COM 032511107 670 10,810 SH   SOLE   10,810 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 422 50,595 SH   SOLE   50,595 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 342 7,427 SH   SOLE   7,427 0 0
ATLANTICA YIELD PLC SHS G0751N103 523 24,945 SH   SOLE   24,945 0 0
BARRICK GOLD CORP COM 067901108 253 10,000 SH   SOLE   10,000 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 236 6,505 SH   SOLE   6,505 0 0
CAMECO CORP COM 13321L108 427 29,000 SH   SOLE   29,000 0 0
CANADIAN NATL RY CO COM 136375102 442 4,500 SH   SOLE   4,500 0 0
CANADIAN NAT RES LTD COM 136385101 499 11,470 SH   SOLE   11,470 0 0
CF INDS HLDGS INC COM 125269100 536 18,248 SH   SOLE   18,248 0 0
CHENIERE ENERGY INC COM NEW 16411R208 213 4,498 SH   SOLE   4,498 0 0
CHEVRON CORP NEW COM 166764100 410 3,815 SH   SOLE   3,815 0 0
CSX CORP COM 126408103 360 7,740 SH   SOLE   7,740 0 0
ENBRIDGE INC COM 29250N105 274 6,539 SH   SOLE   6,539 0 0
ENBRIDGE INC COM 29250N105 539 9,680 SH   SOLE   9,680 0 0
ENCANA CORP COM 292505104 467 30,000 SH   SOLE   30,000 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 188 25,685 SH   SOLE   25,685 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 402 2,323 SH   SOLE   2,323 0 0
INTL PAPER CO COM 460146103 225 4,426 SH   SOLE   4,426 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 212 2,477 SH   SOLE   2,477 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 521 22,562 SH   SOLE   22,562 0 0
KINDER MORGAN INC DEL COM 49456B101 222 10,224 SH   SOLE   10,224 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 512 6,360 SH   SOLE   6,360 0 0
MARATHON PETE CORP COM 56585A102 389 7,700 SH   SOLE   7,700 0 0
MONDELEZ INTL INC CL A 609207105 582 13,499 SH   SOLE   13,499 0 0
MONSANTO CO NEW COM 61166W101 711 6,283 SH   SOLE   6,283 0 0
MOSAIC CO NEW COM 61945C103 237 8,108 SH   SOLE   8,108 0 0
NABORS INDUSTRIES LTD SHS G6359F103 674 51,595 SH   SOLE   51,595 0 0
NEWMONT MINING CORP COM 651639106 357 10,840 SH   SOLE   10,840 0 0
NORBORD INC COM NEW 65548P403 303 8,000 SH   SOLE   8,000 0 0
PACKAGING CORP AMER COM 695156109 319 3,479 SH   SOLE   3,479 0 0
PEMBINA PIPELINE CORP COM 706327103 299 7,100 SH   SOLE   7,100 0 0
PIONEER NAT RES CO COM 723787107 498 2,675 SH   SOLE   2,675 0 0
PLATINUM GROUP METALS LTD COM 72765Q601 28 17,460 SH   SOLE   17,460 0 0
RIO TINTO PLC SPONSORED ADR 767204100 238 5,845 SH   SOLE   5,845 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 499 9,465 SH   SOLE   9,465 0 0
SCHLUMBERGER LTD COM 806857108 771 9,877 SH   SOLE   9,877 0 0
SUNCOR ENERGY INC NEW COM 867224107 260 8,465 SH   SOLE   8,465 0 0
SUNCOR ENERGY INC NEW COM 867224107 374 9,165 SH   SOLE   9,165 0 0
SYNGENTA AG SPONSORED ADR 87160A100 656 7,414 SH   SOLE   7,414 0 0
TECK RESOURCES LTD CL B 878742204 582 20,015 SH   SOLE   20,015 0 0
TESORO CORP COM 881609101 361 4,455 SH   SOLE   4,455 0 0
TOTAL S A SPONSORED ADR 89151E109 817 16,202 SH   SOLE   16,202 0 0
TRANSCANADA CORP COM 89353D107 666 10,850 SH   SOLE   10,850 0 0
TRANSCANADA CORP COM 89353D107 375 8,123 SH   SOLE   8,123 0 0
TURQUOISE HILL RES LTD COM 900435108 49 16,000 SH   SOLE   16,000 0 0
ULTRAPAR PARTICIPACOES S A SP ADR REP COM 90400P101 343 15,090 SH   SOLE   15,090 0 0
VALE S A ADR 91912E105 209 21,990 SH   SOLE   21,990 0 0
WASTE MGMT INC DEL COM 94106L109 421 5,775 SH   SOLE   5,775 0 0
WEATHERFORD INTL PLC ORD SHS 947074100 564 84,875 SH   SOLE   84,875 0 0
WESTROCK CO COM 96145D105 252 4,839 SH   SOLE   4,839 0 0
WEYERHAEUSER CO COM 962166104 1,075 31,646 SH   SOLE   31,646 0 0
WHITING PETE CORP NEW COM 966387102 133 14,030 SH   SOLE   14,030 0 0
ZOETIS INC CL A 98978V103 401 7,519 SH   SOLE   7,519 0 0