The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 AXLE & MFG HLDGS IN | COM | 024061103 | 5,327 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 7,194 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CANADIAN NAT RES LTD | COM | 136385101 | 2,675 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 13,238 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| CHEVRON CORP NEW | COM | 166764100 | 11,404 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CONTINENTAL RESOURCES INC | COM | 212015101 | 14,738 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 15,895 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 4,428 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 3,789 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ENCANA CORP | COM | 292505104 | 6,600 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 13,159 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 17,104 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 12,006 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 2,129 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| FORD MTR CO DEL | COM PAR $0.01 | 345370860 | 6,648 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| FORUM ENERGY TECHNOLOGIES IN | COM | 34984V100 | 6,600 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 7,268 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 8,849 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 8,639 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| JAGGED PEAK ENERGY INC | COM | 47009K107 | 1,978 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| LIBERTY OILFIELD SVCS INC | COM CL A | 53115L104 | 7,178 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| LSC COMMUNICATIONS INC | COM | 50218P107 | 5,671 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| MARATHON OIL CORP | COM | 565849106 | 3,226 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 22,299 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| NCS MULTISTAGE HLDGS INC | COM | 628877102 | 5,250 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 16,333 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NINE ENERGY SVC INC | COM | 65441V101 | 5,844 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| NOBLE ENERGY INC | COM | 655044105 | 3,030 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 15,265 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| OASIS PETE INC NEW | COM | 674215108 | 24,300 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| ONEOK INC NEW | COM | 682680103 | 14,230 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PACCAR INC | COM | 693718108 | 16,543 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PARSLEY ENERGY INC | CL A | 701877102 | 23,192 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| PATTERSON UTI ENERGY INC | COM | 703481101 | 20,137 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| PDC ENERGY INC | COM | 69327R101 | 22,064 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 10,551 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| PROPETRO HLDG CORP | COM | 74347M108 | 5,562 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| RING ENERGY INC | COM | 76680V108 | 4,305 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| RSP PERMIAN INC | COM | 74978Q105 | 4,688 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 3,239 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SELECT ENERGY SVCS INC | CL A COM | 81617J301 | 1,700 | 134,675 | SH | SOLE | 134,675 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 14,320 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 6,495 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| SPIRIT AIRLS INC | COM | 848577102 | 7,556 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TECHNIPFMC PLC | COM | G87110105 | 11,780 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| TELLURIAN INC NEW | COM | 87968A104 | 3,605 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| TRANSOCEAN LTD | REG SHS | H8817H100 | 8,415 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| VISTRA ENERGY CORP | COM | 92840M102 | 20,830 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 8,563 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| WEATHERFORD INTL PLC | ORD SHS | G48833100 | 3,435 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 6,486 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||