The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 11,322 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
ATLANTICA YIELD PLC | SHS | G0751N103 | 2,670 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
BP PLC | SPONSORED ADR | 055622104 | 10,395 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
CANADIAN NAT RES LTD | COM | 136385101 | 10,094 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 15,650 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
CIMAREX ENERGY CO | COM | 171798101 | 16,452 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
COVANTA HLDG CORP | COM | 22282E102 | 13,200 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
DISH NETWORK CORP | CL A | 25470M109 | 7,845 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
EOG RES INC | COM | 26875P101 | 13,578 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 11,718 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 13,040 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
FORD MTR CO DEL | COM PAR $0.01 | 345370860 | 8,393 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
FORUM ENERGY TECHNOLOGIES IN | COM | 34984V100 | 3,120 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
GENESEE & WYO INC | CL A | 371559105 | 10,259 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 5,244 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 18,579 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
JETBLUE AIRWAYS CORP | COM | 477143101 | 13,241 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
KEANE GROUP INC | COM | 48669A108 | 8,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
KOSMOS ENERGY LTD | SHS | G5315B107 | 8,013 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
LSC COMMUNICATIONS INC | COM | 50218P107 | 6,420 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
MARATHON OIL CORP | COM | 565849106 | 7,110 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
MARATHON PETE CORP | COM | 56585A102 | 10,466 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
NCS MULTISTAGE HLDGS INC | COM | 628877102 | 3,148 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
NOBLE ENERGY INC | COM | 655044105 | 7,075 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
NRG ENERGY INC | COM NEW | 629377508 | 8,610 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
OASIS PETE INC NEW | COM | 674215108 | 8,855 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
ONEOK INC NEW | COM | 682680103 | 9,128 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
PARSLEY ENERGY INC | CL A | 701877102 | 20,813 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
PATTERSON UTI ENERGY INC | COM | 703481101 | 5,048 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
PBF ENERGY INC | CL A | 69318G106 | 1,670 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 18,352 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
RANGE RES CORP | COM | 75281A109 | 9,268 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
RSP PERMIAN INC | COM | 74978Q105 | 16,135 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
RYDER SYS INC | COM | 783549108 | 5,399 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 9,120 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
SPIRIT AIRLS INC | COM | 848577102 | 7,748 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
SUPERIOR ENERGY SVCS INC | COM | 868157108 | 10,430 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
SWIFT TRANSN CO | CL A | 87074U101 | 7,950 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
TESORO CORP | COM | 881609101 | 11,700 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
TPI COMPOSITES INC | COM | 87266J104 | 2,310 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
U S SILICA HLDGS INC | COM | 90346E103 | 24,843 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 5,530 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
WARRIOR MET COAL INC | COM | 93627C101 | 5,996 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
WEATHERFORD INTL PLC | ORD SHS | G48833100 | 3,290 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
WERNER ENTERPRISES INC | COM | 950755108 | 10,273 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
WPX ENERGY INC | COM | 98212B103 | 9,660 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 |