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

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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
ACACIA COMMUNICATIONS INC COM 00401C108 207 5,000 SH   SOLE   5,000 0 0
ALPHABET INC CAP STK CL A 02079K305 927 1,000 SH   SOLE   1,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 276 15,000 SH   SOLE   15,000 0 0
APACHE CORP COM 037411105 599 12,500 SH   SOLE   12,500 0 0
BANK AMER CORP COM 060505104 3,394 139,900 SH   SOLE   139,900 0 0
CANADIAN NAT RES LTD COM 136385101 433 15,000 SH   SOLE   15,000 0 0
CENOVUS ENERGY INC COM 15135U109 214 29,000 SH   SOLE   29,000 0 0
CF INDS HLDGS INC COM 125269100 3,775 135,018 SH   SOLE   135,018 0 0
CHEMOURS CO COM 163851108 2,465 65,000 SH   SOLE   65,000 0 0
CITIGROUP INC COM NEW 172967424 2,541 38,000 SH   SOLE   38,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 641 19,816 SH   SOLE   19,816 0 0
CVR PARTNERS LP COM 126633106 1,604 459,622 SH   SOLE   459,622 0 0
DYNEGY INC NEW DEL COM 26817R108 827 100,000 SH   SOLE   100,000 0 0
INTEL CORP COM 458140100 1,525 45,200 SH   SOLE   45,200 0 0
LAM RESEARCH CORP COM 512807108 509 3,600 SH   SOLE   3,600 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,125 37,039 SH   SOLE   37,039 0 0
MICRON TECHNOLOGY INC COM 595112103 25,530 855,000 SH   SOLE   855,000 0 0
MICROSOFT CORP COM 594918104 1,723 25,000 SH   SOLE   25,000 0 0
NRG YIELD INC CL C 62942X405 4,841 275,046 SH   SOLE   275,046 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 479 8,000 SH   SOLE   8,000 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 256 100,000 SH   SOLE   100,000 0 0
OCI PARTNERS LP COM UNIT REP LP 67091N108 620 70,000 SH   SOLE   70,000 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 3,576 150,000 SH   SOLE   150,000 0 0
PBF ENERGY INC CL A 69318G106 602 27,032 SH   SOLE   27,032 0 0
RITE AID CORP COM 767754104 295 100,000 SH   SOLE   100,000 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 265 11,720 SH   SOLE   11,720 0 0
SUNCOR ENERGY INC NEW COM 867224107 949 32,483 SH   SOLE   32,483 0 0
TESORO CORP COM 881609101 374 4,000 SH   SOLE   4,000 0 0
TRONOX LTD SHS CL A Q9235V101 9,324 616,647 SH   SOLE   616,647 0 0
UNITED CONTL HLDGS INC COM 910047109 2,258 30,000 SH   SOLE   30,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 337 5,000 SH   SOLE   5,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 223 5,000 SH   SOLE   5,000 0 0
WHITING PETE CORP NEW COM 966387102 441 80,000 SH   SOLE   80,000 0 0