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 4,409 28,000 SH   SOLE   28,000 0 0
AK STL HLDG CORP COM 001547108 1,688 750,000 SH Put SOLE   750,000 0 0
ALBEMARLE CORP COM 012653101 2,697 35,000 SH   SOLE   35,000 0 0
ALCOA CORP COM 013872106 1,994 75,000 SH   SOLE   75,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,825 42,500 SH   SOLE   42,500 0 0
ALLEGIANT TRAVEL CO COM 01748X102 1,503 15,000 SH   SOLE   15,000 0 0
ALLIANT ENERGY CORP COM 018802108 11,830 280,000 SH   SOLE   280,000 0 0
ALPHABET INC CAP STK CL A 02079K305 4,441 4,250 SH   SOLE   4,250 0 0
AMAZON COM INC COM 023135106 2,253 1,500 SH   SOLE   1,500 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 4,817 150,000 SH   SOLE   150,000 0 0
AMERICAN ELEC PWR INC COM 025537101 8,221 110,000 SH   SOLE   110,000 0 0
ANADARKO PETE CORP COM 032511107 13,152 300,000 SH   SOLE   300,000 0 0
ATMOS ENERGY CORP COM 049560105 5,100 55,000 SH   SOLE   55,000 0 0
AXALTA COATING SYS LTD COM G0750C108 3,396 145,000 SH   SOLE   145,000 0 0
BAKER HUGHES A GE CO CL A 05722G100 1,720 80,000 SH   SOLE   80,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422 234 5,000 SH   SOLE   5,000 0 0
BHP GROUP PLC SPONSORED ADS 05545E209 2,513 60,000 SH   SOLE   60,000 0 0
BLOOMIN BRANDS INC COM 094235108 1,431 80,000 SH   SOLE   80,000 0 0
BP PLC SPONSORED ADR 055622104 2,465 65,000 SH   SOLE   65,000 0 0
BUNGE LIMITED COM G16962105 1,069 20,000 SH   SOLE   20,000 0 0
BUNGE LIMITED COM G16962105 5,344 100,000 SH Call SOLE   100,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4,709 56,000 SH   SOLE   56,000 0 0
CABOT OIL & GAS CORP COM 127097103 4,805 215,000 SH   SOLE   215,000 0 0
CAESARS ENTMT CORP COM 127686103 679 100,000 SH Call SOLE   100,000 0 0
CALLON PETE CO DEL COM 13123X102 974 150,000 SH Call SOLE   150,000 0 0
CALLON PETE CO DEL COM 13123X102 3,277 505,000 SH   SOLE   505,000 0 0
CANADIAN NAT RES LTD COM 136385101 6,153 255,000 SH   SOLE   255,000 0 0
CANADIAN NATL RY CO COM 136375102 5,929 80,000 SH   SOLE   80,000 0 0
CARTERS INC COM 146229109 2,775 34,000 SH   SOLE   34,000 0 0
CATERPILLAR INC DEL COM 149123101 2,541 20,000 SH   SOLE   20,000 0 0
CENOVUS ENERGY INC COM 15135U109 2,636 375,000 SH   SOLE   375,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 14,962 530,000 SH   SOLE   530,000 0 0
CF INDS HLDGS INC COM 125269100 3,685 84,700 SH   SOLE   84,700 0 0
CHART INDS INC COM PAR $0.01 16115Q308 4,552 70,000 SH   SOLE   70,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 5,919 100,000 SH   SOLE   100,000 0 0
CHEVRON CORP NEW COM 166764100 3,808 35,000 SH   SOLE   35,000 0 0
CONAGRA BRANDS INC COM 205887102 854 40,000 SH   SOLE   40,000 0 0
CONOCOPHILLIPS COM 20825C104 6,859 110,000 SH   SOLE   110,000 0 0
CONSOL ENERGY INC NEW COM 20854L108 602 19,000 SH   SOLE   19,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,849 11,500 SH   SOLE   11,500 0 0
CONTINENTAL RESOURCES INC COM 212015101 6,631 165,000 SH   SOLE   165,000 0 0
CROWN HOLDINGS INC COM 228368106 4,781 115,000 SH   SOLE   115,000 0 0
CUMMINS INC COM 231021106 4,544 34,000 SH   SOLE   34,000 0 0
CVR ENERGY INC COM 12662P108 2,448 71,000 SH   SOLE   71,000 0 0
D R HORTON INC COM 23331A109 2,686 77,500 SH   SOLE   77,500 0 0
DARDEN RESTAURANTS INC COM 237194105 2,297 23,000 SH   SOLE   23,000 0 0
DELEK US HLDGS INC NEW COM 24665A103 5,364 165,000 SH   SOLE   165,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 10,256 455,000 SH   SOLE   455,000 0 0
DOLLAR TREE INC COM 256746108 8,129 90,000 SH   SOLE   90,000 0 0
DOMINION ENERGY INC COM 25746U109 19,294 270,000 SH   SOLE   270,000 0 0
DOWDUPONT INC COM 26078J100 6,418 120,000 SH   SOLE   120,000 0 0
DRIL-QUIP INC COM 262037104 3,003 100,000 SH   SOLE   100,000 0 0
DTE ENERGY CO COM 233331107 10,479 95,000 SH   SOLE   95,000 0 0
EDISON INTL COM 281020107 5,393 95,000 SH   SOLE   95,000 0 0
ELDORADO RESORTS INC COM 28470R102 2,100 58,000 SH   SOLE   58,000 0 0
ENCANA CORP COM 292505104 578 100,000 SH Call SOLE   100,000 0 0
ENCANA CORP COM 292505104 6,734 1,165,000 SH   SOLE   1,165,000 0 0
ENTERGY CORP NEW COM 29364G103 11,619 135,000 SH   SOLE   135,000 0 0
EQT CORP COM 26884L109 2,550 135,000 SH   SOLE   135,000 0 0
EVERGY INC COM 30034W106 12,773 225,000 SH   SOLE   225,000 0 0
EVERSOURCE ENERGY COM 30040W108 14,634 225,000 SH   SOLE   225,000 0 0
EXELON CORP COM 30161N101 11,952 265,000 SH   SOLE   265,000 0 0
FEDEX CORP COM 31428X106 1,936 12,000 SH   SOLE   12,000 0 0
FIRSTENERGY CORP COM 337932107 15,959 425,000 SH   SOLE   425,000 0 0
FIVE BELOW INC COM 33829M101 1,126 11,000 SH   SOLE   11,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,237 120,000 SH   SOLE   120,000 0 0
FTS INTERNATIONAL INC COM 30283W104 1,849 260,000 SH   SOLE   260,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 3,393 105,000 SH   SOLE   105,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 2,176 100,000 SH Call SOLE   100,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 4,570 210,000 SH   SOLE   210,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 3,895 60,000 SH   SOLE   60,000 0 0
GRAINGER W W INC COM 384802104 2,400 8,500 SH   SOLE   8,500 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 1,543 145,000 SH   SOLE   145,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 1,914 51,000 SH   SOLE   51,000 0 0
HOME DEPOT INC COM 437076102 5,412 31,500 SH   SOLE   31,500 0 0
HUB GROUP INC CL A 443320106 4,263 115,000 SH   SOLE   115,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 4,828 330,000 SH   SOLE   330,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 4,677 80,000 SH   SOLE   80,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 5,460 340,000 SH   SOLE   340,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 5,077 202,500 SH   SOLE   202,500 0 0
L BRANDS INC COM 501797104 1,540 60,000 SH   SOLE   60,000 0 0
LANDSTAR SYS INC COM 515098101 1,435 15,000 SH   SOLE   15,000 0 0
LAS VEGAS SANDS CORP COM 517834107 2,342 45,000 SH   SOLE   45,000 0 0
LULULEMON ATHLETICA INC COM 550021109 4,013 33,000 SH   SOLE   33,000 0 0
MACYS INC COM 55616P104 2,382 80,000 SH   SOLE   80,000 0 0
MARATHON OIL CORP COM 565849106 5,951 415,000 SH   SOLE   415,000 0 0
MARATHON PETE CORP COM 56585A102 1,770 30,000 SH   SOLE   30,000 0 0
MCDONALDS CORP COM 580135101 3,995 22,500 SH   SOLE   22,500 0 0
MDU RES GROUP INC COM 552690109 477 20,000 SH   SOLE   20,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,456 60,000 SH   SOLE   60,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 861 20,000 SH   SOLE   20,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,785 32,000 SH   SOLE   32,000 0 0
NRG ENERGY INC COM NEW 629377508 1,584 40,000 SH   SOLE   40,000 0 0
NUTRIEN LTD COM 67077M108 4,465 95,000 SH   SOLE   95,000 0 0
OASIS PETE INC NEW COM 674215108 830 150,000 SH Call SOLE   150,000 0 0
OASIS PETE INC NEW COM 674215108 2,240 405,000 SH   SOLE   405,000 0 0
PACKAGING CORP AMER COM 695156109 2,337 28,000 SH   SOLE   28,000 0 0
PARSLEY ENERGY INC CL A 701877102 7,702 482,000 SH   SOLE   482,000 0 0
PATTERSON UTI ENERGY INC COM 703481101 1,139 110,000 SH   SOLE   110,000 0 0
PIONEER NAT RES CO COM 723787107 9,206 70,000 SH   SOLE   70,000 0 0
QEP RES INC COM 74733V100 1,126 200,000 SH Put SOLE   200,000 0 0
RALPH LAUREN CORP CL A 751212101 4,604 44,500 SH   SOLE   44,500 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,961 37,500 SH   SOLE   37,500 0 0
RIO TINTO PLC SPONSORED ADR 767204100 4,606 95,000 SH   SOLE   95,000 0 0
ROSS STORES INC COM 778296103 3,328 40,000 SH   SOLE   40,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,369 14,000 SH   SOLE   14,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 8,158 140,000 SH   SOLE   140,000 0 0
RYDER SYS INC COM 783549108 4,237 88,000 SH   SOLE   88,000 0 0
SCHLUMBERGER LTD COM 806857108 9,020 250,000 SH   SOLE   250,000 0 0
SHERWIN WILLIAMS CO COM 824348106 3,935 10,000 SH   SOLE   10,000 0 0
SM ENERGY CO COM 78454L100 3,638 235,000 SH   SOLE   235,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,159 340,000 SH   SOLE   340,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 49,984 200,000 SH Call SOLE   200,000 0 0
STAR BULK CARRIERS CORP SHS PAR Y8162K204 183 20,000 SH   SOLE   20,000 0 0
STEEL DYNAMICS INC COM 858119100 2,403 80,000 SH   SOLE   80,000 0 0
TALOS ENERGY INC COM 87484T108 522 32,000 SH   SOLE   32,000 0 0
TAPESTRY INC COM 876030107 2,194 65,000 SH   SOLE   65,000 0 0
TARGA RES CORP COM 87612G101 4,503 125,000 SH   SOLE   125,000 0 0
TECHNIPFMC PLC COM G87110105 1,958 100,000 SH Call SOLE   100,000 0 0
TECK RESOURCES LTD CL B 878742204 2,262 105,000 SH   SOLE   105,000 0 0
TRINITY INDS INC COM 896522109 4,221 205,000 SH   SOLE   205,000 0 0
U S WELL SVCS INC CL A 91274U101 1,431 220,100 SH   SOLE   220,100 0 0
UNION PAC CORP COM 907818108 4,700 34,000 SH   SOLE   34,000 0 0
UNITED CONTL HLDGS INC COM 910047109 3,098 37,000 SH   SOLE   37,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,365 14,000 SH   SOLE   14,000 0 0
VAIL RESORTS INC COM 91879Q109 2,108 10,000 SH   SOLE   10,000 0 0
VALE S A ADR 91912E105 1,781 135,000 SH   SOLE   135,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,249 30,000 SH   SOLE   30,000 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 1,403 100,000 SH Call SOLE   100,000 0 0
VICI PPTYS INC COM 925652109 563 30,000 SH   SOLE   30,000 0 0
WALMART INC COM 931142103 4,425 47,500 SH   SOLE   47,500 0 0
WESCO INTL INC COM 95082P105 1,920 40,000 SH   SOLE   40,000 0 0
WESTLAKE CHEM CORP COM 960413102 2,117 32,000 SH   SOLE   32,000 0 0
WILLIAMS COS INC DEL COM 969457100 7,497 340,000 SH   SOLE   340,000 0 0
WPX ENERGY INC COM 98212B103 5,675 500,000 SH   SOLE   500,000 0 0
XCEL ENERGY INC COM 98389B100 17,737 360,000 SH   SOLE   360,000 0 0
YUM BRANDS INC COM 988498101 2,758 30,000 SH   SOLE   30,000 0 0
ZYNGA INC CL A 98986T108 1,002 255,000 SH   SOLE   255,000 0 0