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
ACACIA COMMUNICATIONS INC COM 00401C108 236 5,000 SH   SOLE   5,000 0 0
ALPHABET INC CAP STK CL A 02079K305 974 1,000 SH   SOLE   1,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 277 15,000 SH   SOLE   15,000 0 0
ANDEAVOR COM 03349M105 619 6,000 SH   SOLE   6,000 0 0
APACHE CORP COM 037411105 573 12,500 SH   SOLE   12,500 0 0
APPLIED MATLS INC COM 038222105 422 8,100 SH   SOLE   8,100 0 0
BANK AMER CORP COM 060505104 3,545 139,900 SH   SOLE   139,900 0 0
CANADIAN NAT RES LTD COM 136385101 569 17,000 SH   SOLE   17,000 0 0
CENOVUS ENERGY INC COM 15135U109 842 84,000 SH   SOLE   84,000 0 0
CF INDS HLDGS INC COM 125269100 4,395 125,000 SH   SOLE   125,000 0 0
CHEMOURS CO COM 163851108 3,037 60,000 SH   SOLE   60,000 0 0
CITIGROUP INC COM NEW 172967424 2,764 38,000 SH   SOLE   38,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 765 19,816 SH   SOLE   19,816 0 0
CVR PARTNERS LP COM 126633106 1,542 477,374 SH   SOLE   477,374 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 289 6,000 SH   SOLE   6,000 0 0
DYNEGY INC NEW DEL COM 26817R108 979 100,000 SH   SOLE   100,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 201 6,039 SH   SOLE   6,039 0 0
HOLLYFRONTIER CORP COM 436106108 288 8,000 SH   SOLE   8,000 0 0
INTEL CORP COM 458140100 1,904 50,000 SH   SOLE   50,000 0 0
LAM RESEARCH CORP COM 512807108 666 3,600 SH   SOLE   3,600 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,292 13,039 SH   SOLE   13,039 0 0
MICRON TECHNOLOGY INC COM 595112103 33,627 855,000 SH   SOLE   855,000 0 0
MICROSOFT CORP COM 594918104 1,862 25,000 SH   SOLE   25,000 0 0
NRG YIELD INC CL C 62942X405 5,308 275,046 SH   SOLE   275,046 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 514 8,000 SH   SOLE   8,000 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 483 150,000 SH   SOLE   150,000 0 0
OCI PARTNERS LP COM UNIT REP LP 67091N108 560 70,000 SH   SOLE   70,000 0 0
OLIN CORP COM PAR $1 680665205 593 17,310 SH   SOLE   17,310 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 3,692 153,200 SH   SOLE   153,200 0 0
PBF ENERGY INC CL A 69318G106 746 27,032 SH   SOLE   27,032 0 0
PRECISION DRILLING CORP COM 2010 74022D308 31 10,000 SH   SOLE   10,000 0 0
RITE AID CORP COM 767754104 304 155,000 SH   SOLE   155,000 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 234 11,720 SH   SOLE   11,720 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,138 32,483 SH   SOLE   32,483 0 0
TRONOX LTD SHS CL A Q9235V101 11,383 539,502 SH   SOLE   539,502 0 0
UNITED CONTL HLDGS INC COM 910047109 1,826 30,000 SH   SOLE   30,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 308 4,000 SH   SOLE   4,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 990 20,000 SH   SOLE   20,000 0 0
WABASH NATL CORP COM 929566107 306 13,421 SH   SOLE   13,421 0 0
WHITING PETE CORP NEW COM 966387102 546 100,000 SH   SOLE   100,000 0 0