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 3,854 50,000 SH   SOLE   50,000 0 0
ANADARKO PETE CORP COM 032511107 8,768 200,000 SH   SOLE   200,000 0 0
BAKER HUGHES A GE CO CL A 05722G100 16,125 750,000 SH   SOLE   750,000 0 0
BUNGE LIMITED COM G16962105 24,048 301,500 SH   SOLE   301,500 0 0
CANADIAN NAT RES LTD COM 136385101 11,462 475,000 SH   SOLE   475,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 10,048 250,000 SH   SOLE   250,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 14,651 650,000 SH   SOLE   650,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 14,369 155,000 SH   SOLE   155,000 0 0
ENCANA CORP COM 292505104 13,583 2,350,000 SH   SOLE   2,350,000 0 0
EOG RES INC COM 26875P101 2,180 25,000 SH   SOLE   25,000 0 0
EQT CORP COM 26884L109 8,028 425,000 SH   SOLE   425,000 0 0
F M C CORP COM NEW 302491303 7,396 100,000 SH   SOLE   100,000 0 0
FIRST SOLAR INC COM 336433107 6,368 150,000 SH   SOLE   150,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 5,155 500,000 SH   SOLE   500,000 0 0
GOLDCORP INC NEW COM 380956409 5,880 600,000 SH   SOLE   600,000 0 0
GRAFTECH INTL LTD COM 384313508 3,432 300,000 SH   SOLE   300,000 0 0
GREEN PLAINS INC COM 393222104 5,244 400,000 SH   SOLE   400,000 0 0
LIVENT CORP COM 53814L108 3,450 250,000 SH   SOLE   250,000 0 0
MARATHON OIL CORP COM 565849106 3,585 250,000 SH   SOLE   250,000 0 0
MARATHON PETE CORP COM 56585A102 13,277 225,000 SH   SOLE   225,000 0 0
MURPHY USA INC COM 626755102 7,664 100,000 SH   SOLE   100,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 5,000 2,500,000 SH   SOLE   2,500,000 0 0
NEXTERA ENERGY INC COM 65339F101 6,084 35,000 SH   SOLE   35,000 0 0
NOBLE ENERGY INC COM 655044105 2,345 125,000 SH   SOLE   125,000 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 6,215 2,750,000 SH   SOLE   2,750,000 0 0
NRG ENERGY INC COM NEW 629377508 13,860 350,000 SH   SOLE   350,000 0 0
OASIS PETE INC NEW COM 674215108 13,963 2,525,000 SH   SOLE   2,525,000 0 0
ONEOK INC NEW COM 682680103 18,883 350,000 SH   SOLE   350,000 0 0
PARSLEY ENERGY INC CL A 701877102 11,985 750,000 SH   SOLE   750,000 0 0
PATTERSON UTI ENERGY INC COM 703481101 2,588 250,000 SH   SOLE   250,000 0 0
PHILLIPS 66 COM 718546104 10,769 125,000 SH   SOLE   125,000 0 0
PIONEER NAT RES CO COM 723787107 11,179 85,000 SH   SOLE   85,000 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 11,457 570,000 SH   SOLE   570,000 0 0
PROPETRO HLDG CORP COM 74347M108 4,312 350,000 SH   SOLE   350,000 0 0
SCHLUMBERGER LTD COM 806857108 3,608 100,000 SH   SOLE   100,000 0 0
SCORPIO TANKERS ORD COM Y7542C106 4,400 2,500,000 SH   SOLE   2,500,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,558 750,000 SH   SOLE   750,000 0 0
TECHNIPFMC PLC COM G87110105 6,853 350,000 SH   SOLE   350,000 0 0
TECK RESOURCES LTD CL B 878742204 5,385 250,000 SH   SOLE   250,000 0 0
TELLURIAN INC NEW COM 87968A104 4,518 650,000 SH   SOLE   650,000 0 0
VISTRA ENERGY CORP COM 92840M102 17,168 750,000 SH   SOLE   750,000 0 0