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
AGRIUM INC COM 008916108 221 2,057 SH   SOLE   2,057 0 0
AIR PRODS & CHEMS ON COM 009158106 674 4,460 SH   SOLE   4,460 0 0
ALBEMARLE CORP COM 012653101 761 5,580 SH   SOLE   5,580 0 0
ALCOA CORP COM 013872106 1,025 21,978 SH   SOLE   21,978 0 0
AMERICAN TOWER CORP NEW COM 03027X100 219 1,603 SH   SOLE   1,603 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 255 3,151 SH   SOLE   3,151 0 0
ANADARKO PETE CORP COM 032511107 1,001 20,499 SH   SOLE   20,499 0 0
ANDEAVOR COM 03349M105 780 7,565 SH   SOLE   7,565 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 692 26,864 SH   SOLE   26,864 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 467 10,987 SH   SOLE   10,987 0 0
ATLANTICA YIELD PLC SHS G0751N103 491 24,945 SH   SOLE   24,945 0 0
BARRICK GOLD CORP COM 067901108 279 17,355 SH   SOLE   17,355 0 0
BHP BILLITONN LTD SPONSORED ADR 088606108 860 21,215 SH   SOLE   21,215 0 0
BP PLC SPONSORED ADR 055622104 240 6,235 SH   SOLE   6,235 0 0
BUNGE LTD COM G16962105 370 5,320 SH   SOLE   5,320 0 0
CANADIAN NAT RES LTD COM 136385101 340 10,140 SH   SOLE   10,140 0 0
CATERPILLAR INC DEL COM 149123101 374 3,000 SH   SOLE   3,000 0 0
CF INDS HLDGS INC COM 125269100 621 17,673 SH   SOLE   17,673 0 0
CHENIERE ENERGY INC COM NEW 16411R208 258 5,728 SH   SOLE   5,728 0 0
CHEVRON CORP NEW COM 166764100 832 7,085 SH   SOLE   7,085 0 0
CONSOL ENERGY INC COM 20854P109 185 10,900 SH   SOLE   10,900 0 0
CSX CORP COM 126408103 596 10,990 SH   SOLE   10,990 0 0
DEERE & CO COM 244199105 758 6,035 SH   SOLE   6,035 0 0
DOWDUPONT INC COM 26078J100 567 8,200 SH   SOLE   8,200 0 0
ENBRIDGE INC COM 29250N105 488 11,654 SH   SOLE   11,654 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29278N103 192 10,520 SH   SOLE   10,520 0 0
ENI S P A SPONSORED ADR 26874R108 267 7,770 SH   SOLE   7,770 0 0
EOG RES INC COM 26875P101 6,820 7,045 SH   SOLE   7,045 0 0
EQT CORP COM 26884L109 267 4,099 SH   SOLE   4,099 0 0
EXXON MOBILE CORP COM 30231G102 361 4,400 SH   SOLE   4,400 0 0
FAIRMOUNT SANTROL HLGDS INC COM 30555Q108 694 14,515 SH   SOLE   14,515 0 0
FREEPORT-MCMORAN INC CL B 35671D857 281 19,980 SH   SOLE   19,980 0 0
GOLDCORP INC NEW COM 380956409 139 10,690 SH   SOLE   10,690 0 0
HALLIBURTON CO COM 406216101 292 6,350 SH   SOLE   6,350 0 0
INTL PAPER CO COM 460146103 850 14,966 SH   SOLE   14,966 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 797 7,331 SH   SOLE   7,331 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 592 27,562 SH   SOLE   27,562 0 0
KINDER MORGAN INC DEL COM 49456B101 266 13,874 SH   SOLE   13,874 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 877 8,855 SH   SOLE   8,855 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 550 7,620 SH   SOLE   7,620 0 0
MARATHON PETE CORP COM 56585A102 600 10,700 SH   SOLE   10,700 0 0
MONDELEZ INTL INC CL A 609207105 598 14,719 SH   SOLE   14,719 0 0
MONSANTO CO NEW COM 61166W101 291 2,430 SH   SOLE   2,430 0 0
NABORS INDUSTRIES LTD SHS 629568106 442 54,795 SH   SOLE   54,795 0 0
NEWMONT MINING CORP COM 651639106 529 14,110 SH   SOLE   14,110 0 0
NUCOR CORP COM 670346105 211 3,780 SH   SOLE   3,780 0 0
PACKAGING CORP AMER COM 695156109 505 4,399 SH   SOLE   4,399 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 166 16,515 SH   SOLE   16,515 0 0
PIONEER NAT RES CO COM 723787107 951 6,445 SH   SOLE   6,445 0 0
POTASH CORP SASK INC COM 73755L107 297 15,441 SH   SOLE   15,441 0 0
PIO TINTO PLC SPONSORED ADR 767204100 640 13,565 SH   SOLE   13,565 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 842 13,910 SH   SOLE   13,910 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 217 1,509 SH   SOLE   1,509 0 0
SCHLUMBERGER LTD COM 806857108 1,043 14,952 SH   SOLE   14,952 0 0
SOUTHERN COPPER CORP COM 84265V105 305 7,683 SH   SOLE   7,683 0 0
STEEL DYNAMICS INC COM 858119100 347 10,060 SH   SOLE   10,060 0 0
SUNCOR ENERGY INC NEW COM 867224107 623 17,795 SH   SOLE   17,795 0 0
TOTAL S A SPONSORED ADR 89151E109 1,318 24,628 SH   SOLE   24,628 0 0
TRANSCANADA COM 89353D107 402 8,123 SH   SOLE   8,123 0 0
TYSON FOODS INC CL A 902494103 222 3,150 SH   SOLE   3,150 0 0
ULTRAPAR PARTICIPACOES S A SP ADR REP COM 90400P101 424 17,800 SH   SOLE   17,800 0 0
VALE S A ADR 91912E105 727 72,200 SH   SOLE   72,200 0 0
VULCAN MATLS CO COM 929160109 290 2,430 SH   SOLE   2,430 0 0
WASTE MGMT INC DEL COM 94106L109 422 5,381 SH   SOLE   5,381 0 0
WESTROCK CO COM 96145D105 493 8,689 SH   SOLE   8,689 0 0
WEYERHAEUSER CO COM 962166104 1,145 33,636 SH   SOLE   33,636 0 0
WILLIAMS COS INC DEL COM 969457100 276 9,205 SH   SOLE   9,205 0 0
ZOETIS INC CL A 98978V103 407 6,389 SH   SOLE   6,389 0 0