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
APA CORPORATION COM 03743Q108 3,797 177,200 SH   SOLE   177,200 0 0
BOOKING HOLDINGS INC COM 09857L108 7,463 3,144 SH   SOLE   3,144 0 0
BUNGE LIMITED COM G16962105 10,092 124,100 SH   SOLE   124,100 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 37,354 1,885,593 SH   SOLE   1,885,593 0 0
DEVON ENERGY CORP NEW COM 25179M103 19,760 556,455 SH   SOLE   556,455 0 0
DIAMONDBACK ENERGY INC COM 25278X109 17,196 181,644 SH   SOLE   181,644 0 0
DISH NETWORK CORPORATION CL A 25470M109 36,182 832,542 SH   SOLE   832,542 0 0
GENERAL ELECTRIC CO COM NEW 369604301 12,028 116,745 SH   SOLE   116,745 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 9,402 103,166 SH   SOLE   103,166 0 0
MOSAIC CO NEW COM 61945C103 7,751 217,000 SH   SOLE   217,000 0 0
OCCIDENTAL PETE CORP COM 674599105 29,032 981,481 SH   SOLE   981,481 0 0
ORACLE CORP COM 68389X105 16,066 184,392 SH   SOLE   184,392 0 0
PEABODY ENGR CORP COM 704551100 10,366 700,900 SH   SOLE   700,900 0 0
PIONEER NAT RES CO COM 723787107 8,822 52,980 SH   SOLE   52,980 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 2,974 57,100 SH   SOLE   57,100 0 0
TELLURIAN INC NEW COM 87968A104 4,850 1,240,386 SH   SOLE   1,240,386 0 0
TRANSOCEAN LTD REG SHS H8817H100 16,642 4,391,086 SH   SOLE   4,391,086 0 0
TWITTER INC COM 90184L102 3,581 59,300 SH   SOLE   59,300 0 0
VONTIER CORPORATION COM 928881101 18,625 554,327 SH   SOLE   554,327 0 0