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
ANTERO RES CORP COM 03674X106 61,878 20,489,542 SH   SOLE   20,489,542 0 0
BERRY PETE CORP COM 08579X101 3,567 381,078 SH   SOLE   381,078 0 0
CABOT OIL & GAS CORP COM 127097103 191 10,850 SH   SOLE   10,850 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 12,343 2,733,734 SH   SOLE   2,733,734 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,483 71,090 SH   SOLE   71,090 0 0
CONCHO RES INC COM 20605P101 9,360 137,844 SH   SOLE   137,844 0 0
COVIA HLDGS CORP COM 22305A103 10,541 5,218,462 SH   SOLE   5,218,462 0 0
EOG RES INC COM 26875P101 3,928 52,928 SH   SOLE   52,928 0 0
EQT CORP COM 26884L109 2,201 206,895 SH   SOLE   206,895 0 0
LAREDO PETROLEUM INC COM 516806106 40,819 16,937,291 SH   SOLE   16,937,291 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 5,681 149,812 SH   SOLE   149,812 0 0
NOBLE ENERGY INC COM 655044105 6,984 310,955 SH   SOLE   310,955 0 0
RANGE RES CORP COM 75281A109 115,439 30,219,640 SH   SOLE   30,219,640 0 0
RIO TINTO PLC SPONSORED ADR 767204100 5,102 97,939 SH   SOLE   97,939 0 0
SRC ENERGY INC COM 78470V108 47,873 10,273,265 SH   SOLE   10,273,265 0 0
TURQUOISE HILL RES LTD COM 900435108 63,133 132,912,248 SH   SOLE   132,912,248 0 0