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 RESOURCES CORP COM 03674X106 74,038 13,585,032 SH   SOLE   13,585,032 0 0
BERRY CORP COM 08579X101 1,418 385,306 SH   SOLE   385,306 0 0
BLACK STONE MINERALS L P CALL 09225M901 1,653 247,391 SH   SOLE   247,391 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,916 81,891 SH   SOLE   81,891 0 0
CONOCOPHILLIPS COM 20825C104 7,259 124,410 SH   SOLE   124,410 0 0
NEWMONT CORP COM 651639106 6,819 113,853 SH   SOLE   113,853 0 0
PDC ENERGY INC COM 69327R101 33,838 1,648,231 SH   SOLE   1,648,231 0 0
RANGE RES CORP COM 75281A109 99,860 14,904,506 SH   SOLE   14,904,506 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,341 31,120 SH   SOLE   31,120 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 14,209 289,452 SH   SOLE   289,452 0 0