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
Amazon.com Inc Common Stock 023135106 788 674 SH   SOLE   0 0 674
Adobe Systems Inc Common Stock 00724F101 8,346 47,625 SH   SOLE   0 0 47,625
Energen Corp Common Stock 29265N108 2,346 40,756 SH   SOLE   0 0 40,756
Anadarko Petroleum Corp Common Stock 032511107 2,022 37,700 SH   SOLE   0 0 37,700
Apache Corp Common Stock 037411105 1,064 25,200 SH   SOLE   0 0 25,200
Apple Inc Common Stock 037833100 825 4,875 SH   SOLE   0 0 4,875
Applied Materials Inc Common Stock 038222105 47 915 SH   SOLE   0 0 915
Albemarle Corp Common Stock M22465104 940 7,350 SH   SOLE   0 0 7,350
Boeing Co/The Common Stock 097023105 29 100 SH   SOLE   0 0 100
CABOT OIL & GAS CORP Common Stock 127097103 944 33,000 SH   SOLE   0 0 33,000
Tenaris SA ADR 88031M109 2,051 64,370 SH   SOLE   0 0 64,370
JPMorgan Chase & Co Common Stock 46625H100 17,940 167,754 SH   SOLE   0 0 167,754
Walt Disney Co/The Common Stock 254687106 101 935 SH   SOLE   0 0 935
Ecolab Inc Common Stock 278865100 184 1,370 SH   SOLE   0 0 1,370
EXXON MOBIL CORP Common Stock 30231G102 474 5,668 SH   SOLE   0 0 5,668
NVIDIA Corp Common Stock 67066G104 81 420 SH   SOLE   0 0 420
Halliburton Co Common Stock 406216101 2,571 52,609 SH   SOLE   0 0 52,609
Home Depot Inc/The Common Stock 437076102 20,450 107,896 SH   SOLE   0 0 107,896
Johnson & Johnson Common Stock 478160104 17,529 125,455 SH   SOLE   0 0 125,455
Devon Energy Corp Common Stock 25179M103 1,304 31,500 SH   SOLE   0 0 31,500
BlackRock Inc Common Stock 09247X101 408 794 SH   SOLE   0 0 794
Akamai Technologies Inc Common Stock 00971T101 205 3,145 SH   SOLE   0 0 3,145
Eli Lilly & Co Common Stock 532457108 603 7,135 SH   SOLE   0 0 7,135
Lowe's Cos Inc Common Stock 548661107 58 629 SH   SOLE   0 0 629
McDonald's Corp Common Stock 580135101 8 45 SH   SOLE   0 0 45
CVS Health Corp Common Stock 126650100 3,989 55,022 SH   SOLE   0 0 55,022
Microsoft Corp Common Stock 594918104 23,323 272,661 SH   SOLE   0 0 272,661
Murphy Oil Corp Common Stock 626717102 1,332 42,900 SH   SOLE   0 0 42,900
NATIONAL OILWELL VAR Common Stock 637071101 659 18,300 SH   SOLE   0 0 18,300
Newfield Exploration Co Common Stock 651290108 2,297 72,850 SH   SOLE   0 0 72,850
Noble Energy Inc Common Stock 655044105 1,215 41,700 SH   SOLE   0 0 41,700
Monsanto Co Common Stock 61166W101 4,112 35,211 SH   SOLE   0 0 35,211
PATTERSON UTI ENERGY Common Stock 703481101 1,513 65,740 SH   SOLE   0 0 65,740
Pfizer Inc Common Stock 717081103 1,841 50,840 SH   SOLE   0 0 50,840
ConocoPhillips Common Stock 20825C104 1,279 23,300 SH   SOLE   0 0 23,300
Pioneer Natural Resources Co Common Stock 723787107 2,685 15,534 SH   SOLE   0 0 15,534
Raytheon Co Common Stock 755111507 50 265 SH   SOLE   0 0 265
SM Energy Co Common Stock 78454L100 2,186 99,000 SH   SOLE   0 0 99,000
Sociedad Quimica y Minera de Chile SA ADR 833635105 21 350 SH   SOLE   0 0 350
Merck & Co Inc Common Stock 58933Y105 16,733 297,366 SH   SOLE   0 0 297,366
Priceline Group Inc/The Common Stock 741503403 553 318 SH   SOLE   0 0 318
SUPERIOR ENERGY SVCS Common Stock 868157108 928 96,390 SH   SOLE   0 0 96,390
AT&T Inc Common Stock 00206R102 1,401 36,026 SH   SOLE   0 0 36,026
Chevron Corp Common Stock 166764100 1,638 13,088 SH   SOLE   0 0 13,088
SPDR S&P500 ETF Trust ETP 78462F103 3,471 13,007 SH   SOLE   0 0 13,007
Marathon Oil Corp Common Stock 565849106 2,590 153,000 SH   SOLE   0 0 153,000
UnitedHealth Group Inc Common Stock 91324P102 424 1,923 SH   SOLE   0 0 1,923
TJX Cos Inc/The Common Stock 872540109 89 1,170 SH   SOLE   0 0 1,170
Mastercard Inc Common Stock 57636Q104 508 3,356 SH   SOLE   0 0 3,356
PowerShares DB Agriculture Fund ETP 73936B408 21 1,118 SH   SOLE   0 0 1,118
Continental Resources Inc/OK Common Stock 212015101 2,479 46,800 SH   SOLE   0 0 46,800
Concho Resources Inc Common Stock 20605P101 2,144 14,270 SH   SOLE   0 0 14,270
Philip Morris International Inc Common Stock 718172109 17,657 167,129 SH   SOLE   0 0 167,129
Visa Inc Common Stock 92826C839 20,253 177,625 SH   SOLE   0 0 177,625
SUNCOR ENERGY INC COMMON STOCK Common Stock 867224107 980 26,700 SH   SOLE   0 0 26,700
QEP Resources Inc Common Stock 74733V100 1,346 140,700 SH   SOLE   0 0 140,700
Tesla Inc Common Stock G5960L103 379 1,216 SH   SOLE   0 0 1,216
Oasis Petroleum Inc Common Stock G0177J108 1,432 170,220 SH   SOLE   0 0 170,220
General Motors Co Common Stock 37045V100 50 1,232 SH   SOLE   0 0 1,232
Laredo Petroleum Inc Common Stock 516806106 2,023 190,660 SH   SOLE   0 0 190,660
US Silica Holdings Inc Common Stock 90346E103 647 19,882 SH   SOLE   0 0 19,882
Facebook Inc Common Stock 30303M102 662 3,749 SH   SOLE   0 0 3,749
Diamondback Energy Inc Common Stock 25278X109 2,812 22,276 SH   SOLE   0 0 22,276
PDC Energy Inc Common Stock 69327R101 1,211 23,500 SH   SOLE   0 0 23,500
WILDHORSE RESOURCE DEVELOPME COMMON STOCK USD.01 Common Stock 96812T102 1,629 88,465 SH   SOLE   0 0 88,465
NXT-ID Inc Common Stock 67091J206 75 21,460 SH   SOLE   0 0 21,460
SRC ENERGY INC COMMON STOCK USD.001 Common Stock 78470V108 1,233 144,600 SH   SOLE   0 0 144,600
SOLARIS OILFIELD INFRAST A COMMON STOCK USD.01 Common Stock 83418M103 969 45,270 SH   SOLE   0 0 45,270
Antero Resources Corp Common Stock 03674X106 1,091 57,400 SH   SOLE   0 0 57,400
RSP Permian Inc Common Stock 74978Q105 2,873 70,616 SH   SOLE   0 0 70,616
Parsley Energy Inc Common Stock 701877102 1,828 62,082 SH   SOLE   0 0 62,082
Kraft Heinz Co/The Common Stock 500754106 8,472 108,946 SH   SOLE   0 0 108,946
Alphabet Inc Common Stock 02079K305 648 615 SH   SOLE   0 0 615
PROPETRO HOLDING CORP COMMON STOCK Common Stock 74347M108 956 47,400 SH   SOLE   0 0 47,400
Alphabet Inc Common Stock 02079K107 20,457 19,550 SH   SOLE   0 0 19,550
GARDNER DENVER HOLDINGS INC COMMON STOCK USD.01 Common Stock 36555P107 1,086 32,000 SH   SOLE   0 0 32,000
California Resources Corp Common Stock 13057Q206 5 258 SH   SOLE   0 0 258