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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
ANTERO RES CORP COM 03674X106 186,430 21,113,281 SH   SOLE   21,113,281 0 0
CABOT OIL & GAS CORP COM 127097103 284 10,898 SH   SOLE   10,898 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 48,499 5,517,565 SH   SOLE   5,517,565 0 0
CONCHO RES INC COM 20605P101 22,568 203,389 SH   SOLE   203,389 0 0
COVIA HLDGS CORP COM 22305A103 60,790 10,874,771 SH   SOLE   10,874,771 0 0
EOG RES INC COM 26875P101 8,189 86,036 SH   SOLE   86,036 0 0
EQT CORP COM 26884L109 28,744 1,385,934 SH   SOLE   1,385,934 0 0
KOSMOS ENERGY LTD COM 500688106 22,429 3,600,237 SH   SOLE   3,600,237 0 0
LAREDO PETROLEUM INC COM 516806106 115,681 37,437,168 SH   SOLE   37,437,168 0 0
NOBLE ENERGY INC COM 655044105 37,195 1,504,031 SH   SOLE   1,504,031 0 0
RANGE RES CORP COM 75281A109 446,296 39,706,049 SH   SOLE   39,706,049 0 0
RIO TINTO PLC SPONSORED ADR 767204100 10,905 185,310 SH   SOLE   185,310 0 0
SRC ENERGY INC COM 78470V108 130,334 25,455,839 SH   SOLE   25,455,839 0 0
TURQUOISE HILL RES LTD COM 900435108 398,698 240,179,569 SH   SOLE   240,179,569 0 0