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 2,441 14,500 SH   SOLE   14,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,295 20,000 SH   SOLE   20,000 0 0
ALLIANT ENERGY CORP COM 018802108 17,241 405,000 SH   SOLE   405,000 0 0
ALPHABET INC CAP STK CL A 02079K305 2,414 2,000 SH   SOLE   2,000 0 0
AMAZON COM INC COM 023135106 4,006 2,000 SH   SOLE   2,000 0 0
AMEREN CORP COM 023608102 4,109 65,000 SH   SOLE   65,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 2,273 55,000 SH   SOLE   55,000 0 0
AMERICAN ELEC PWR INC COM 025537101 19,846 280,000 SH   SOLE   280,000 0 0
AMYRIS INC COM NEW 03236M200 1,270 160,000 SH   SOLE   160,000 0 0
ANADARKO PETE CORP COM 032511107 8,426 125,000 SH   SOLE   125,000 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 1,174 14,000 SH   SOLE   14,000 0 0
AXALTA COATING SYS LTD COM G0750C108 2,624 90,000 SH   SOLE   90,000 0 0
BAKER HUGHES A GE CO CL A 05722G100 5,075 150,000 SH   SOLE   150,000 0 0
BERRY PETE CORP COM 08579X101 1,145 65,000 SH   SOLE   65,000 0 0
BHP BILLITON PLC SPONSORED ADR 05545E209 8,356 190,000 SH   SOLE   190,000 0 0
BLOOMIN BRANDS INC COM 094235108 1,435 72,500 SH   SOLE   72,500 0 0
BOYD GAMING CORP COM 103304101 2,200 65,000 SH   SOLE   65,000 0 0
BRINKER INTL INC COM 109641100 1,869 40,000 SH   SOLE   40,000 0 0
BUNGE LIMITED COM G16962105 1,374 20,000 SH   SOLE   20,000 0 0
BUNGE LIMITED COM G16962105 6,871 100,000 SH Call SOLE   100,000 0 0
BURLINGTON STORES INC COM 122017106 4,073 25,000 SH   SOLE   25,000 0 0
CABOT OIL & GAS CORP COM 127097103 7,206 320,000 SH   SOLE   320,000 0 0
CAESARS ENTMT CORP COM 127686103 4,510 440,000 SH   SOLE   440,000 0 0
CANADIAN NATL RY CO COM 136375102 4,670 52,000 SH   SOLE   52,000 0 0
CARTERS INC COM 146229109 1,233 12,500 SH   SOLE   12,500 0 0
CENTERPOINT ENERGY INC COM 15189T107 10,784 390,000 SH   SOLE   390,000 0 0
CHART INDS INC COM PAR $0.01 16115Q308 2,115 27,000 SH   SOLE   27,000 0 0
CHEVRON CORP NEW COM 166764100 3,668 30,000 SH   SOLE   30,000 0 0
CHURCHILL DOWNS INC COM 171484108 2,083 7,500 SH   SOLE   7,500 0 0
CONOCOPHILLIPS COM 20825C104 6,966 90,000 SH   SOLE   90,000 0 0
CONSOL ENERGY INC NEW COM 20854L108 2,816 69,000 SH   SOLE   69,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 7,852 115,000 SH   SOLE   115,000 0 0
CSX CORP COM 126408103 2,740 37,000 SH   SOLE   37,000 0 0
CVR ENERGY INC COM 12662P108 845 21,000 SH   SOLE   21,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 10,815 80,000 SH   SOLE   80,000 0 0
DOLLAR TREE INC COM 256746108 2,039 25,000 SH   SOLE   25,000 0 0
EAGLE MATERIALS INC COM 26969P108 2,131 25,000 SH   SOLE   25,000 0 0
EASTMAN CHEM CO COM 277432100 1,436 15,000 SH   SOLE   15,000 0 0
EDISON INTL COM 281020107 6,091 90,000 SH   SOLE   90,000 0 0
EL PASO ELEC CO COM NEW 283677854 572 10,000 SH   SOLE   10,000 0 0
ENTERGY CORP NEW COM 29364G103 21,499 265,000 SH   SOLE   265,000 0 0
EVERGY INC COM 30034W106 18,124 330,000 SH   SOLE   330,000 0 0
EVERSOURCE ENERGY COM 30040W108 15,974 260,000 SH   SOLE   260,000 0 0
EXELON CORP COM 30161N101 10,697 245,000 SH   SOLE   245,000 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 565 50,000 SH   SOLE   50,000 0 0
FEDEX CORP COM 31428X106 5,297 22,000 SH   SOLE   22,000 0 0
FIRSTENERGY CORP COM 337932107 20,258 545,000 SH   SOLE   545,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,227 160,000 SH   SOLE   160,000 0 0
GAP INC DEL COM 364760108 2,164 75,000 SH   SOLE   75,000 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131 1,540 110,000 SH   SOLE   110,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 4,031 145,000 SH   SOLE   145,000 0 0
GOLDEN ENTMT INC COM 381013101 1,681 70,000 SH   SOLE   70,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 1,072 15,000 SH   SOLE   15,000 0 0
GRAFTECH INTL LTD COM 384313508 1,268 65,000 SH   SOLE   65,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 3,222 230,000 SH   SOLE   230,000 0 0
GREEN PLAINS INC COM 393222104 2,322 135,000 SH   SOLE   135,000 0 0
HELMERICH & PAYNE INC COM 423452101 4,814 70,000 SH   SOLE   70,000 0 0
HOLLYFRONTIER CORP COM 436106108 2,097 30,000 SH   SOLE   30,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 3,568 30,000 SH   SOLE   30,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 3,456 175,000 SH Call SOLE   175,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 4,345 220,000 SH   SOLE   220,000 0 0
LAREDO PETROLEUM INC COM 516806106 572 70,000 SH   SOLE   70,000 0 0
MACYS INC COM 55616P104 1,563 45,000 SH   SOLE   45,000 0 0
MAMMOTH ENERGY SVCS INC COM 56155L108 1,106 38,000 SH   SOLE   38,000 0 0
MARATHON OIL CORP COM 565849106 12,222 525,000 SH   SOLE   525,000 0 0
MARATHON PETE CORP COM 56585A102 11,196 140,000 SH   SOLE   140,000 0 0
MCDONALDS CORP COM 580135101 4,768 28,500 SH   SOLE   28,500 0 0
MDU RES GROUP INC COM 552690109 6,166 240,000 SH   SOLE   240,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 1,371 20,000 SH   SOLE   20,000 0 0
MOSAIC CO NEW COM 61945C103 3,735 115,000 SH   SOLE   115,000 0 0
MURPHY OIL CORP COM 626717102 7,168 215,000 SH   SOLE   215,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 1,232 200,000 SH   SOLE   200,000 0 0
NEWFIELD EXPL CO COM 651290108 3,748 130,000 SH   SOLE   130,000 0 0
NEXTERA ENERGY INC COM 65339F101 355 2,120 SH   SOLE   2,120 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 728 15,000 SH   SOLE   15,000 0 0
NIKE INC CL B 654106103 1,991 23,500 SH   SOLE   23,500 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,513 25,000 SH   SOLE   25,000 0 0
NORTHWESTERN CORP COM NEW 668074305 880 15,000 SH   SOLE   15,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 3,159 55,000 SH   SOLE   55,000 0 0
NRG ENERGY INC COM NEW 629377508 11,968 320,000 SH   SOLE   320,000 0 0
NUTRIEN LTD COM 67077M108 3,751 65,000 SH   SOLE   65,000 0 0
OASIS PETE INC NEW COM 674215108 12,195 860,000 SH   SOLE   860,000 0 0
PACKAGING CORP AMER COM 695156109 3,291 30,000 SH   SOLE   30,000 0 0
PAPA JOHNS INTL INC COM 698813102 513 10,000 SH   SOLE   10,000 0 0
PARSLEY ENERGY INC CL A 701877102 4,826 165,000 SH   SOLE   165,000 0 0
PDC ENERGY INC COM 69327R101 734 15,000 SH   SOLE   15,000 0 0
PENN NATL GAMING INC COM 707569109 658 20,000 SH   SOLE   20,000 0 0
PPG INDS INC COM 693506107 2,837 26,000 SH   SOLE   26,000 0 0
PVH CORP COM 693656100 2,888 20,000 SH   SOLE   20,000 0 0
QUINTANA ENERGY SVCS INC COM 74875T103 918 125,000 SH   SOLE   125,000 0 0
RH COM 74967X103 2,620 20,000 SH   SOLE   20,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 8,858 130,000 SH   SOLE   130,000 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 2,801 32,500 SH   SOLE   32,500 0 0
SCANA CORP NEW COM 80589M102 4,667 120,000 SH   SOLE   120,000 0 0
SCHLUMBERGER LTD COM 806857108 1,218 20,000 SH   SOLE   20,000 0 0
SEADRILL LTD COM G7998G106 966 39,000 SH   SOLE   39,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 2,651 35,000 SH   SOLE   35,000 0 0
SEMPRA ENERGY COM 816851109 9,100 80,000 SH   SOLE   80,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 2,481 40,000 SH   SOLE   40,000 0 0
SOUTH JERSEY INDS INC COM 838518108 7,583 215,000 SH   SOLE   215,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,022 200,000 SH Call SOLE   200,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 3,066 600,000 SH   SOLE   600,000 0 0
SPIRIT AIRLS INC COM 848577102 2,114 45,000 SH   SOLE   45,000 0 0
SRC ENERGY INC COM 78470V108 889 100,000 SH   SOLE   100,000 0 0
STAR BULK CARRIERS CORP SHS PAR Y8162K204 1,734 120,000 SH   SOLE   120,000 0 0
STEEL DYNAMICS INC COM 858119100 3,615 80,000 SH   SOLE   80,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 6,771 175,000 SH   SOLE   175,000 0 0
SYSCO CORP COM 871829107 2,198 30,000 SH   SOLE   30,000 0 0
TALOS ENERGY INC COM 87484T108 2,429 74,000 SH   SOLE   74,000 0 0
TARGA RES CORP COM 87612G101 3,660 65,000 SH   SOLE   65,000 0 0
TARGET CORP COM 87612E106 2,867 32,500 SH   SOLE   32,500 0 0
TECK RESOURCES LTD CL B 878742204 3,254 135,000 SH   SOLE   135,000 0 0
TENARIS S A SPONSORED ADR 88031M109 3,017 90,000 SH   SOLE   90,000 0 0
TJX COS INC NEW COM 872540109 3,921 35,000 SH   SOLE   35,000 0 0
TRINITY INDS INC COM 896522109 2,565 70,000 SH   SOLE   70,000 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 1,552 100,000 SH Put SOLE   100,000 0 0
UNITED STATES STL CORP NEW COM 912909108 2,438 80,000 SH   SOLE   80,000 0 0
VALE S A ADR 91912E105 2,300 155,000 SH   SOLE   155,000 0 0
VULCAN MATLS CO COM 929160109 3,892 35,000 SH   SOLE   35,000 0 0
WALMART INC COM 931142103 2,160 23,000 SH   SOLE   23,000 0 0
WILLIAMS COS INC DEL COM 969457100 1,903 70,000 SH   SOLE   70,000 0 0
WPX ENERGY INC COM 98212B103 7,847 390,000 SH   SOLE   390,000 0 0
XCEL ENERGY INC COM 98389B100 20,536 435,000 SH   SOLE   435,000 0 0
YUM BRANDS INC COM 988498101 4,727 52,000 SH   SOLE   52,000 0 0