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
ALBEMARLE CORP COM 012653101 803 9,800 SH   SOLE   9,800 0 0
ALPHABET INC CAP STK CL A 02079K305 2,354 2,000 SH   SOLE   2,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 4,012 400,000 SH   SOLE   400,000 0 0
AT&T INC COM 00206R102 4,097 130,637 SH   SOLE   130,637 0 0
BANK AMER CORP COM 060505104 2,069 75,000 SH   SOLE   75,000 0 0
CANADIAN NAT RES LTD COM 136385101 2,470 89,800 SH   SOLE   89,800 0 0
CENTURYLINK INC COM 156700106 2,962 247,000 SH   SOLE   247,000 0 0
CF INDS HLDGS INC COM 125269100 2,453 60,000 SH   SOLE   60,000 0 0
CHEMOURS CO COM 163851108 3,196 86,000 SH   SOLE   86,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 273 4,000 SH   SOLE   4,000 0 0
CITIGROUP INC COM NEW 172967424 2,613 42,000 SH   SOLE   42,000 0 0
CLEARWAY ENERGY INC CL C 18539C204 1,662 110,000 SH   SOLE   110,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 1,433 32,000 SH   SOLE   32,000 0 0
CORNING INC COM 219350105 1,490 45,000 SH   SOLE   45,000 0 0
CVS HEALTH CORP COM 126650100 404 7,500 SH   SOLE   7,500 0 0
FACEBOOK INC CL A 30303M102 833 5,000 SH   SOLE   5,000 0 0
FIRST SOLAR INC COM 336433107 883 16,718 SH   SOLE   16,718 0 0
INTEL CORP COM 458140100 2,019 37,600 SH   SOLE   37,600 0 0
MARATHON PETE CORP COM 56585A102 1,257 21,000 SH   SOLE   21,000 0 0
MICRON TECHNOLOGY INC COM 595112103 29,073 703,430 SH   SOLE   703,430 0 0
MICROSOFT CORP COM 594918104 2,500 21,200 SH   SOLE   21,200 0 0
MYLAN N V SHS EURO N59465109 1,320 46,579 SH   SOLE   46,579 0 0
NABORS INDUSTRIES LTD SHS G6359F103 1,086 315,774 SH   SOLE   315,774 0 0
NOKIA CORP SPONSORED ADR 654902204 515 90,000 SH   SOLE   90,000 0 0
NUTRIEN LTD COM 67077M108 528 10,000 SH   SOLE   10,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 796 9,000 SH   SOLE   9,000 0 0
OLIN CORP COM PAR $1 680665205 673 29,097 SH   SOLE   29,097 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 3,516 159,800 SH   SOLE   159,800 0 0
PRECISION DRILLING CORP COM 2010 74022D308 917 383,544 SH   SOLE   383,544 0 0
QUALCOMM INC COM 747525103 2,338 41,000 SH   SOLE   41,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 825 13,179 SH   SOLE   13,179 0 0
SPIRIT AIRLS INC COM 848577102 211 4,000 SH   SOLE   4,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 649 20,000 SH   SOLE   20,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 235 15,000 SH   SOLE   15,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 2,966 225,579 SH   SOLE   225,579 0 0
TWITTER INC COM 90184L102 306 9,298 SH   SOLE   9,298 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,957 50,000 SH   SOLE   50,000 0 0
VISA INC COM CL A 92826C839 1,874 12,000 SH   SOLE   12,000 0 0
WHITING PETE CORP NEW COM NEW 966387409 2,333 89,250 SH   SOLE   89,250 0 0