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
ADVANCE AUTO PARTS INC COM 00751Y106 5,767 42,500 SH   SOLE   42,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,061 16,500 SH   SOLE   16,500 0 0
ALPHABET INC CAP STK CL A 02079K305 2,823 2,500 SH   SOLE   2,500 0 0
AMEREN CORP COM 023608102 15,273 251,000 SH   SOLE   251,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,796 100,000 SH   SOLE   100,000 0 0
AMERICAN ELEC PWR INC COM 025537101 20,706 299,000 SH   SOLE   299,000 0 0
ANADARKO PETE CORP COM 032511107 12,086 165,000 SH   SOLE   165,000 0 0
AXALTA COATING SYS LTD COM G0750C108 5,910 195,000 SH   SOLE   195,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422 370 10,000 SH   SOLE   10,000 0 0
BLOOMIN BRANDS INC COM 094235108 2,915 145,000 SH   SOLE   145,000 0 0
BOYD GAMING CORP COM 103304101 3,813 110,000 SH   SOLE   110,000 0 0
BUNGE LIMITED COM G16962105 6,971 100,000 SH Call SOLE   100,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 3,765 45,000 SH   SOLE   45,000 0 0
CABOT OIL & GAS CORP COM 127097103 6,069 255,000 SH   SOLE   255,000 0 0
CAESARS ENTMT CORP COM 127686103 4,280 400,000 SH Call SOLE   400,000 0 0
CAESARS ENTMT CORP COM 127686103 6,581 615,000 SH   SOLE   615,000 0 0
CANADIAN NAT RES LTD COM 136385101 3,427 95,000 SH   SOLE   95,000 0 0
CANADIAN NATL RY CO COM 136375102 2,453 30,000 SH   SOLE   30,000 0 0
CELANESE CORP DEL COM SER A 150870103 3,998 36,000 SH   SOLE   36,000 0 0
CHART INDS INC COM PAR $0.01 16115Q308 2,159 35,000 SH   SOLE   35,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,608 40,000 SH   SOLE   40,000 0 0
CHEVRON CORP NEW COM 166764100 10,114 80,000 SH   SOLE   80,000 0 0
CIMAREX ENERGY CO COM 171798101 3,052 30,000 SH   SOLE   30,000 0 0
CLEVELAND CLIFFS INC COM 185899101 2,065 245,000 SH   SOLE   245,000 0 0
CONCHO RES INC COM 20605P101 6,502 47,000 SH   SOLE   47,000 0 0
CONOCOPHILLIPS COM 20825C104 8,006 115,000 SH   SOLE   115,000 0 0
CONSOLIDATED EDISON INC COM 209115104 16,376 210,000 SH   SOLE   210,000 0 0
CVR ENERGY INC COM 12662P108 758 20,500 SH   SOLE   20,500 0 0
DELEK US HLDGS INC NEW COM 24665A103 4,264 85,000 SH   SOLE   85,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 15,606 355,000 SH   SOLE   355,000 0 0
DOLLAR TREE INC COM 256746108 2,720 32,000 SH   SOLE   32,000 0 0
DOMINION ENERGY INC COM 25746U109 8,182 120,000 SH   SOLE   120,000 0 0
DOVER CORP COM 260003108 4,392 60,000 SH   SOLE   60,000 0 0
DOWDUPONT INC COM 26078J100 3,955 60,000 SH   SOLE   60,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 23,724 300,000 SH   SOLE   300,000 0 0
EDISON INTL COM 281020107 7,276 115,000 SH   SOLE   115,000 0 0
EL PASO ELEC CO COM NEW 283677854 2,660 45,000 SH   SOLE   45,000 0 0
ENCANA CORP COM 292505104 4,502 345,000 SH   SOLE   345,000 0 0
ENTERGY CORP NEW COM 29364G103 11,311 140,000 SH   SOLE   140,000 0 0
EQT CORP COM 26884L109 4,966 90,000 SH   SOLE   90,000 0 0
EVERGY INC COM 30034W106 14,318 255,000 SH   SOLE   255,000 0 0
EXELON CORP COM 30161N101 2,130 50,000 SH   SOLE   50,000 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 2,718 185,000 SH   SOLE   185,000 0 0
F M C CORP COM NEW 302491303 3,122 35,000 SH   SOLE   35,000 0 0
FIRSTENERGY CORP COM 337932107 10,234 285,000 SH   SOLE   285,000 0 0
FOOT LOCKER INC COM 344849104 1,527 29,000 SH   SOLE   29,000 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131 2,558 165,000 SH   SOLE   165,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 5,597 190,000 SH   SOLE   190,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 1,100 15,000 SH   SOLE   15,000 0 0
HOME DEPOT INC COM 437076102 3,902 20,000 SH   SOLE   20,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 1,162 50,000 SH Call SOLE   50,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 11,271 485,000 SH   SOLE   485,000 0 0
JACK IN THE BOX INC COM 466367109 1,702 20,000 SH   SOLE   20,000 0 0
KINDER MORGAN INC DEL COM 49456B101 2,474 140,000 SH   SOLE   140,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 2,675 70,000 SH   SOLE   70,000 0 0
LAREDO PETROLEUM INC COM 516806106 1,299 135,000 SH   SOLE   135,000 0 0
LAS VEGAS SANDS CORP COM 517834107 993 13,000 SH   SOLE   13,000 0 0
LOCKHEED MARTIN CORP COM 539830109 4,431 15,000 SH   SOLE   15,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2,417 22,000 SH   SOLE   22,000 0 0
MARATHON OIL CORP COM 565849106 5,632 270,000 SH   SOLE   270,000 0 0
MCDONALDS CORP COM 580135101 3,134 20,000 SH   SOLE   20,000 0 0
MDU RES GROUP INC COM 552690109 5,162 180,000 SH   SOLE   180,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 2,664 40,000 SH   SOLE   40,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 6,090 950,000 SH   SOLE   950,000 0 0
NEXTERA ENERGY INC COM 65339F101 5,846 35,000 SH   SOLE   35,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 7,242 48,000 SH   SOLE   48,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 2,363 50,000 SH   SOLE   50,000 0 0
NRG ENERGY INC COM NEW 629377508 9,210 300,000 SH   SOLE   300,000 0 0
NUCOR CORP COM 670346105 3,125 50,000 SH   SOLE   50,000 0 0
OASIS PETE INC NEW COM 674215108 9,079 700,000 SH   SOLE   700,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 8,786 105,000 SH   SOLE   105,000 0 0
OGE ENERGY CORP COM 670837103 7,394 210,000 SH   SOLE   210,000 0 0
ONEOK INC NEW COM 682680103 3,841 55,000 SH   SOLE   55,000 0 0
PAPA JOHNS INTL INC COM 698813102 1,775 35,000 SH   SOLE   35,000 0 0
PARSLEY ENERGY INC CL A 701877102 8,024 265,000 SH   SOLE   265,000 0 0
PG&E CORP COM 69331C108 4,256 100,000 SH Call SOLE   100,000 0 0
PHILLIPS 66 COM 718546104 8,985 80,000 SH   SOLE   80,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 3,253 50,000 SH   SOLE   50,000 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 15,701 290,000 SH   SOLE   290,000 0 0
QUINTANA ENERGY SVCS INC COM 74875T103 1,067 126,000 SH   SOLE   126,000 0 0
SCORPIO TANKERS INC SHS Y7542C106 548 195,000 SH   SOLE   195,000 0 0
SOUTH JERSEY INDS INC COM 838518108 6,359 190,000 SH   SOLE   190,000 0 0
SOUTHWEST AIRLS CO COM 844741108 2,290 45,000 SH   SOLE   45,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 13,564 50,000 SH Put SOLE   50,000 0 0
TALOS ENERGY INC COM 87484T108 2,410 75,000 SH   SOLE   75,000 0 0
TAPESTRY INC COM 876030107 1,168 25,000 SH   SOLE   25,000 0 0
TECHNIPFMC PLC COM G87110105 5,396 170,000 SH   SOLE   170,000 0 0
TENARIS S A SPONSORED ADR 88031M109 8,370 230,000 SH   SOLE   230,000 0 0
TJX COS INC NEW COM 872540109 4,521 47,500 SH   SOLE   47,500 0 0
TRANSOCEAN LTD REG SHS H8817H100 2,890 215,000 SH   SOLE   215,000 0 0
UNION PAC CORP COM 907818108 3,542 25,000 SH   SOLE   25,000 0 0
US FOODS HLDG CORP COM 912008109 6,240 165,000 SH   SOLE   165,000 0 0
WILLIAMS COS INC DEL COM 969457100 3,118 115,000 SH   SOLE   115,000 0 0
WPX ENERGY INC COM 98212B103 7,482 415,000 SH   SOLE   415,000 0 0
XCEL ENERGY INC COM 98389B100 9,364 205,000 SH   SOLE   205,000 0 0
ZYNGA INC CL A 98986T108 651 160,000 SH   SOLE   160,000 0 0