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
3M CO COM 88579Y101 4,411 25,000 SH   SOLE 0 25,000 0 0
AECOM COM 00766T100 19,840 460,000 SH   SOLE 0 460,000 0 0
ALBEMARLE CORP COM 012653101 5,843 80,000 SH   SOLE 0 80,000 0 0
ALLIANT ENERGY CORP COM 018802108 5,746 105,000 SH   SOLE 0 105,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 3,400 400,000 SH Call SOLE 0 400,000 0 0
AMEREN CORP COM 023608102 14,976 195,000 SH   SOLE 0 195,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 9,321 325,000 SH   SOLE 0 325,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 23,155 245,000 SH   SOLE 0 245,000 0 0
APACHE CORP COM 037411105 2,943 115,000 SH   SOLE 0 115,000 0 0
APACHE CORP COM 037411105 5,118 200,000 SH Call SOLE 0 200,000 0 0
AQUA AMERICA INC COM 03836W103 7,041 150,000 SH   SOLE 0 150,000 0 0
ATMOS ENERGY CORP COM 049560105 4,474 40,000 SH   SOLE 0 40,000 0 0
AXALTA COATING SYS LTD COM G0750C108 4,560 150,000 SH   SOLE 0 150,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 1,456 56,809 SH   SOLE 0 56,809 0 0
BHP GROUP PLC SPONSORED ADR 05545E209 30,471 648,191 SH   SOLE 0 648,191 0 0
BOEING CO COM 097023105 913 2,804 SH   SOLE 0 2,804 0 0
BRINKER INTL INC COM 109641100 471 11,211 SH   SOLE 0 11,211 0 0
BUNGE LIMITED COM G16962105 9,784 170,000 SH   SOLE 0 170,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 6,647 85,000 SH   SOLE 0 85,000 0 0
CANADIAN PAC RY LTD COM 13645T100 536 2,103 SH   SOLE 0 2,103 0 0
CATERPILLAR INC DEL COM 149123101 10,338 70,000 SH   SOLE 0 70,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 2,727 100,000 SH Call SOLE 0 100,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 11,726 430,000 SH   SOLE 0 430,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,107 100,000 SH Call SOLE 0 100,000 0 0
CHEWY INC CL A 16679L109 3,190 110,000 SH   SOLE 0 110,000 0 0
CIMAREX ENERGY CO COM 171798101 7,349 140,000 SH   SOLE 0 140,000 0 0
CLEVELAND CLIFFS INC COM 185899101 2,100 250,000 SH   SOLE 0 250,000 0 0
CMS ENERGY CORP COM 125896100 7,227 115,000 SH   SOLE 0 115,000 0 0
CONCHO RES INC COM 20605P101 7,881 90,000 SH   SOLE 0 90,000 0 0
CONOCOPHILLIPS COM 20825C104 14,957 230,000 SH   SOLE 0 230,000 0 0
CROWN HOLDINGS INC COM 228368106 6,529 90,000 SH   SOLE 0 90,000 0 0
DECKERS OUTDOOR CORP COM 243537107 3,799 22,500 SH   SOLE 0 22,500 0 0
DEERE & CO COM 244199105 6,064 35,000 SH   SOLE 0 35,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 11,427 440,000 SH   SOLE 0 440,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 15,786 170,000 SH   SOLE 0 170,000 0 0
DOLLAR TREE INC COM 256746108 5,173 55,000 SH   SOLE 0 55,000 0 0
DOMINION ENERGY INC COM 25746U109 12,837 155,000 SH   SOLE 0 155,000 0 0
DTE ENERGY CO COM 233331107 18,182 140,000 SH   SOLE 0 140,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 19,154 210,000 SH   SOLE 0 210,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 3,210 50,000 SH   SOLE 0 50,000 0 0
EATON CORP PLC SHS G29183103 6,157 65,000 SH   SOLE 0 65,000 0 0
EDISON INTL COM 281020107 6,787 90,000 SH   SOLE 0 90,000 0 0
EMERSON ELEC CO COM 291011104 4,576 60,000 SH   SOLE 0 60,000 0 0
ENERPLUS CORP COM 292766102 2,759 386,961 SH   SOLE 0 386,961 0 0
ENTERGY CORP NEW COM 29364G103 14,975 125,000 SH   SOLE 0 125,000 0 0
EOG RES INC COM 26875P101 4,607 55,000 SH   SOLE 0 55,000 0 0
EXELON CORP COM 30161N101 9,802 215,000 SH   SOLE 0 215,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 1,115 75,000 SH Call SOLE 0 75,000 0 0
FEDEX CORP COM 31428X106 12,097 80,000 SH   SOLE 0 80,000 0 0
FIRSTENERGY CORP COM 337932107 24,300 500,000 SH   SOLE 0 500,000 0 0
FIVE BELOW INC COM 33829M101 4,475 35,000 SH   SOLE 0 35,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,936 300,000 SH   SOLE 0 300,000 0 0
GRAINGER W W INC COM 384802104 4,062 12,000 SH   SOLE 0 12,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 4,829 290,000 SH   SOLE 0 290,000 0 0
HOLLYFRONTIER CORP COM 436106108 5,832 115,000 SH   SOLE 0 115,000 0 0
JACK IN THE BOX INC COM 466367109 2,341 30,000 SH   SOLE 0 30,000 0 0
L BRANDS INC COM 501797104 2,809 155,000 SH   SOLE 0 155,000 0 0
LOWES COS INC COM 548661107 4,192 35,000 SH   SOLE 0 35,000 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 1,574 40,000 SH   SOLE 0 40,000 0 0
MACYS INC COM 55616P104 425 25,000 SH Call SOLE 0 25,000 0 0
MDU RES GROUP INC COM 552690109 8,913 300,000 SH   SOLE 0 300,000 0 0
MOSAIC CO NEW COM 61945C103 5,410 250,000 SH   SOLE 0 250,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 3,131 125,000 SH   SOLE 0 125,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 7,765 40,000 SH   SOLE 0 40,000 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 1,521 650,000 SH   SOLE 0 650,000 0 0
NRG ENERGY INC COM NEW 629377508 7,155 180,000 SH   SOLE 0 180,000 0 0
OLIN CORP COM PAR $1 680665205 5,175 300,000 SH   SOLE 0 300,000 0 0
ONEOK INC NEW COM 682680103 6,054 80,000 SH   SOLE 0 80,000 0 0
PARSLEY ENERGY INC CL A 701877102 15,601 825,000 SH   SOLE 0 825,000 0 0
PBF ENERGY INC CL A 69318G106 2,823 90,000 SH   SOLE 0 90,000 0 0
PG&E CORP COM 69331C108 1,631 150,000 SH Put SOLE 0 150,000 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 5,398 165,000 SH   SOLE 0 165,000 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 9,763 175,000 SH   SOLE 0 175,000 0 0
PPG INDS INC COM 693506107 5,340 40,000 SH   SOLE 0 40,000 0 0
PPL CORP COM 69351T106 4,485 125,000 SH   SOLE 0 125,000 0 0
RALPH LAUREN CORP CL A 751212101 2,931 25,000 SH   SOLE 0 25,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 6,969 52,196 SH   SOLE 0 52,196 0 0
SANDERSON FARMS INC COM 800013104 3,084 17,500 SH Call SOLE 0 17,500 0 0
SANDERSON FARMS INC COM 800013104 15,860 90,000 SH   SOLE 0 90,000 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 2,837 130,000 SH   SOLE 0 130,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 7,624 193,789 SH   SOLE 0 193,789 0 0
SEMPRA ENERGY COM 816851109 7,574 50,000 SH   SOLE 0 50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 16,093 50,000 SH Put SOLE 0 50,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 2,370 100,000 SH Put SOLE 0 100,000 0 0
SPIRIT AIRLS INC COM 848577102 4,434 110,000 SH   SOLE 0 110,000 0 0
STARBUCKS CORP COM 855244109 6,154 70,000 SH   SOLE 0 70,000 0 0
STEEL DYNAMICS INC COM 858119100 4,595 135,000 SH   SOLE 0 135,000 0 0
TARGA RES CORP COM 87612G101 7,145 175,000 SH   SOLE 0 175,000 0 0
TC ENERGY CORP COM 87807B107 3,187 59,780 SH   SOLE 0 59,780 0 0
TECHNIPFMC PLC COM G87110105 4,288 200,000 SH   SOLE 0 200,000 0 0
TENARIS S A SPONSORED ADS 88031M109 3,396 150,000 SH   SOLE 0 150,000 0 0
THOR INDS INC COM 885160101 4,755 64,000 SH   SOLE 0 64,000 0 0
TYSON FOODS INC CL A 902494103 5,007 55,000 SH   SOLE 0 55,000 0 0
UNDER ARMOUR INC CL A 904311107 2,160 100,000 SH Put SOLE 0 100,000 0 0
UNITED AIRLINES HLDGS INC COM 910047109 3,524 40,000 SH   SOLE 0 40,000 0 0
UNITED STATES NATL GAS FUND UNIT PAR 912318300 1,686 100,000 SH Call SOLE 0 100,000 0 0
UNITED STATES STL CORP NEW COM 912909108 2,853 250,000 SH   SOLE 0 250,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 5,990 40,000 SH   SOLE 0 40,000 0 0
URBAN OUTFITTERS INC COM 917047102 1,527 55,000 SH   SOLE 0 55,000 0 0
VALE S A SPONSORED ADS 91912E105 4,130 312,897 SH   SOLE 0 312,897 0 0
VALERO ENERGY CORP NEW COM 91913Y100 6,556 70,000 SH   SOLE 0 70,000 0 0
WESCO INTL INC COM 95082P105 5,048 85,000 SH   SOLE 0 85,000 0 0
WESTLAKE CHEM CORP COM 960413102 4,560 65,000 SH   SOLE 0 65,000 0 0
WESTROCK CO COM 96145D105 5,793 135,000 SH   SOLE 0 135,000 0 0
WILLIAMS COS INC DEL COM 969457100 6,523 275,000 SH   SOLE 0 275,000 0 0
WPX ENERGY INC COM 98212B103 7,419 540,000 SH   SOLE 0 540,000 0 0
XCEL ENERGY INC COM 98389B100 15,873 250,000 SH   SOLE 0 250,000 0 0