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 890 12,800 SH   SOLE   12,800 0 0
ALPHABET INC CAP STK CL A 02079K305 1,221 1,000 SH   SOLE   1,000 0 0
AMERICAN EXPRESS CO COM 025816109 237 2,000 SH   SOLE   2,000 0 0
AT&T INC COM 00206R102 7,403 195,637 SH   SOLE   195,637 0 0
BANK AMER CORP COM 060505104 729 25,000 SH   SOLE   25,000 0 0
BLOOM ENERGY CORP COM CL A 093712107 179 55,000 SH   SOLE   55,000 0 0
BROADCOM INC COM 11135F101 966 3,500 SH   SOLE   3,500 0 0
CANADIAN NAT RES LTD COM 136385101 2,391 89,800 SH   SOLE   89,800 0 0
CBS CORP NEW CL B 124857202 202 5,000 SH   SOLE   5,000 0 0
CENOVUS ENERGY INC COM 15135U109 1,782 190,000 SH   SOLE   190,000 0 0
CENTURYLINK INC COM 156700106 7,238 580,000 SH   SOLE   580,000 0 0
CHEMOURS CO COM 163851108 1,552 103,881 SH   SOLE   103,881 0 0
CITIGROUP INC COM NEW 172967424 2,072 30,000 SH   SOLE   30,000 0 0
CLEARWAY ENERGY INC CL C 18539C204 1,825 100,000 SH   SOLE   100,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 1,447 47,000 SH   SOLE   47,000 0 0
CORNING INC COM 219350105 790 27,702 SH   SOLE   27,702 0 0
CVS HEALTH CORP COM 126650100 599 9,500 SH   SOLE   9,500 0 0
EQUINOR ASA SPONSORED ADR 29446M102 480 25,306 SH   SOLE   25,306 0 0
FIRST SOLAR INC COM 336433107 970 16,718 SH   SOLE   16,718 0 0
HALLIBURTON CO COM 406216101 471 25,000 SH   SOLE   25,000 0 0
INTEL CORP COM 458140100 2,839 55,100 SH   SOLE   55,100 0 0
MARATHON PETE CORP COM 56585A102 2,187 36,000 SH   SOLE   36,000 0 0
MICRON TECHNOLOGY INC COM 595112103 25,770 601,400 SH   SOLE   601,400 0 0
MYLAN N V SHS EURO N59465109 2,765 139,778 SH   SOLE   139,778 0 0
NABORS INDUSTRIES LTD SHS G6359F103 1,454 777,721 SH   SOLE   777,721 0 0
NOKIA CORP SPONSORED ADR 654902204 1,012 200,000 SH   SOLE   200,000 0 0
NUTRIEN LTD COM 67077M108 499 10,000 SH   SOLE   10,000 0 0
NVIDIA CORP COM 67066G104 731 4,200 SH   SOLE   4,200 0 0
OCCIDENTAL PETE CORP COM 674599105 445 10,000 SH   SOLE   10,000 0 0
OLIN CORP COM PAR $1 680665205 545 29,097 SH   SOLE   29,097 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 2,962 110,000 SH   SOLE   110,000 0 0
PBF ENERGY INC CL A 69318G106 794 29,200 SH   SOLE   29,200 0 0
PRECISION DRILLING CORP COM 2010 74022D308 642 562,755 SH   SOLE   562,755 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 2,287 275,579 SH   SOLE   275,579 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 5,131 85,000 SH   SOLE   85,000 0 0
VIACOM INC NEW CL B 92553P201 601 25,000 SH   SOLE   25,000 0 0