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 4,334 25,000 SH   SOLE   25,000 0 0
ABERCROMBIE & FITCH CO CL A 002896207 3,368 210,000 SH   SOLE   210,000 0 0
AECOM COM 00766T100 3,407 90,000 SH   SOLE   90,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 4,099 80,000 SH   SOLE   80,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,965 17,500 SH Call SOLE   17,500 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 3,906 155,000 SH   SOLE   155,000 0 0
ALLIANT ENERGY CORP COM 018802108 19,681 401,000 SH   SOLE   401,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 23,763 270,000 SH   SOLE   270,000 0 0
AMETEK INC NEW COM 031100100 6,813 75,000 SH   SOLE   75,000 0 0
AQUA AMERICA INC COM 03836W103 9,308 225,000 SH   SOLE   225,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 2,975 165,000 SH   SOLE   165,000 0 0
ATMOS ENERGY CORP COM 049560105 12,667 120,000 SH   SOLE   120,000 0 0
BARCLAYS BK PLC IPATH B SHRT TRM 06746P621 2,756 106,000 SH   SOLE   106,000 0 0
BARRICK GOLD CORPORATION COM 067901108 2,523 160,000 SH   SOLE   160,000 0 0
BHP GROUP LTD SPONSORED ADS 088606108 5,230 90,000 SH   SOLE   90,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 2,112 80,000 SH   SOLE   80,000 0 0
BLOOMIN BRANDS INC COM 094235108 2,647 140,000 SH   SOLE   140,000 0 0
BRINKER INTL INC COM 109641100 2,558 65,000 SH   SOLE   65,000 0 0
BUNGE LIMITED COM G16962105 8,357 150,000 SH   SOLE   150,000 0 0
CABOT OIL & GAS CORP COM 127097103 7,118 310,000 SH   SOLE   310,000 0 0
CANADIAN NAT RES LTD COM 136385101 3,371 125,000 SH   SOLE   125,000 0 0
CANADIAN NATL RY CO COM 136375102 9,248 100,000 SH   SOLE   100,000 0 0
CELANESE CORP DEL COM 150870103 4,312 40,000 SH   SOLE   40,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 9,877 345,000 SH   SOLE   345,000 0 0
CHART INDS INC COM PAR $0.01 16115Q308 3,460 45,000 SH   SOLE   45,000 0 0
CHEVRON CORP NEW COM 166764100 11,200 90,000 SH   SOLE   90,000 0 0
CHURCHILL DOWNS INC COM 171484108 2,301 20,000 SH   SOLE   20,000 0 0
CIMAREX ENERGY CO COM 171798101 5,933 100,000 SH   SOLE   100,000 0 0
CIMAREX ENERGY CO COM 171798101 5,933 100,000 SH Call SOLE   100,000 0 0
CMS ENERGY CORP COM 125896100 26,928 465,000 SH   SOLE   465,000 0 0
CONOCOPHILLIPS COM 20825C104 7,625 125,000 SH   SOLE   125,000 0 0
CONSOLIDATED EDISON INC COM 209115104 19,290 220,000 SH   SOLE   220,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 9,681 230,000 SH   SOLE   230,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 2,378 9,000 SH   SOLE   9,000 0 0
CUMMINS INC COM 231021106 2,570 15,000 SH   SOLE   15,000 0 0
DEERE & CO COM 244199105 6,131 37,000 SH   SOLE   37,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,229 145,000 SH   SOLE   145,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 12,532 115,000 SH   SOLE   115,000 0 0
DOMINION ENERGY INC COM 25746U109 20,490 265,000 SH   SOLE   265,000 0 0
DTE ENERGY CO COM 233331107 25,576 200,000 SH   SOLE   200,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 9,265 105,000 SH   SOLE   105,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 3,754 50,000 SH   SOLE   50,000 0 0
EATON CORP PLC SHS G29183103 6,246 75,000 SH   SOLE   75,000 0 0
ELDORADO RESORTS INC COM 28470R102 1,152 25,000 SH Call SOLE   25,000 0 0
ELDORADO RESORTS INC COM 28470R102 7,141 155,000 SH   SOLE   155,000 0 0
ENCANA CORP COM 292505104 3,335 650,000 SH   SOLE   650,000 0 0
ENTERGY CORP NEW COM 29364G103 9,984 97,000 SH   SOLE   97,000 0 0
EOG RES INC COM 26875P101 8,850 95,000 SH   SOLE   95,000 0 0
FIRSTENERGY CORP COM 337932107 17,980 420,000 SH   SOLE   420,000 0 0
FOOT LOCKER INC COM 344849104 2,725 65,000 SH   SOLE   65,000 0 0
GENESEE & WYO INC CL A 371559105 8,500 85,000 SH   SOLE   85,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 3,425 45,000 SH   SOLE   45,000 0 0
GRAINGER W W INC COM 384802104 4,023 15,000 SH   SOLE   15,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 4,194 300,000 SH   SOLE   300,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 6,646 165,000 SH   SOLE   165,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 6,399 70,000 SH   SOLE   70,000 0 0
INGERSOLL-RAND PLC SHS G47791101 6,967 55,000 SH   SOLE   55,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 8,744 200,000 SH Put SOLE   200,000 0 0
JETBLUE AWYS CORP COM 477143101 5,547 300,000 SH   SOLE   300,000 0 0
KIMBERLY CLARK CORP COM 494368103 4,532 34,000 SH   SOLE   34,000 0 0
KINDER MORGAN INC DEL COM 49456B101 5,742 275,000 SH   SOLE   275,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 5,419 165,000 SH   SOLE   165,000 0 0
KOHLS CORP COM 500255104 1,664 35,000 SH   SOLE   35,000 0 0
KOSMOS ENERGY LTD COM 500688106 4,076 650,000 SH   SOLE   650,000 0 0
L BRANDS INC COM 501797104 1,305 50,000 SH   SOLE   50,000 0 0
LAS VEGAS SANDS CORP COM 517834107 2,186 37,000 SH   SOLE   37,000 0 0
LINDE PLC SHS G5494J103 2,811 14,000 SH   SOLE   14,000 0 0
LOWES COS INC COM 548661107 3,532 35,000 SH   SOLE   35,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,723 20,000 SH   SOLE   20,000 0 0
MALIBU BOATS INC COM CL A 56117J100 2,137 55,000 SH   SOLE   55,000 0 0
MARATHON PETE CORP COM 56585A102 5,588 100,000 SH Call SOLE   100,000 0 0
MARATHON PETE CORP COM 56585A102 8,382 150,000 SH   SOLE   150,000 0 0
MATADOR RES CO COM 576485205 5,169 260,000 SH   SOLE   260,000 0 0
MCDONALDS CORP COM 580135101 6,230 30,000 SH   SOLE   30,000 0 0
MDU RES GROUP INC COM 552690109 6,063 235,000 SH   SOLE   235,000 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 2,281 105,000 SH   SOLE   105,000 0 0
MONDELEZ INTL INC CL A 609207105 5,390 100,000 SH   SOLE   100,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 1,610 50,000 SH Call SOLE   50,000 0 0
NETFLIX INC COM 64110L106 3,490 9,500 SH   SOLE   9,500 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 2,171 45,000 SH   SOLE   45,000 0 0
NOBLE ENERGY INC COM 655044105 5,040 225,000 SH   SOLE   225,000 0 0
NOBLE ENERGY INC COM 655044105 5,600 250,000 SH Call SOLE   250,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,983 25,000 SH   SOLE   25,000 0 0
NRG ENERGY INC COM NEW 629377508 8,078 230,000 SH   SOLE   230,000 0 0
NUCOR CORP COM 670346105 3,582 65,000 SH   SOLE   65,000 0 0
OASIS PETE INC NEW COM 674215108 4,203 740,000 SH   SOLE   740,000 0 0
OCCIDENTAL PETE CORP COM 674599105 5,531 110,000 SH   SOLE   110,000 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 2,613 30,000 SH   SOLE   30,000 0 0
PAPA JOHNS INTL INC COM 698813102 3,130 70,000 SH   SOLE   70,000 0 0
PARSLEY ENERGY INC CL A 701877102 5,133 270,000 SH   SOLE   270,000 0 0
PBF ENERGY INC CL A 69318G106 5,008 160,000 SH Call SOLE   160,000 0 0
PIONEER NAT RES CO COM 723787107 7,847 51,000 SH   SOLE   51,000 0 0
PLANET FITNESS INC CL A 72703H101 3,260 45,000 SH   SOLE   45,000 0 0
POLARIS INDS INC COM 731068102 2,737 30,000 SH   SOLE   30,000 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 8,396 155,000 SH   SOLE   155,000 0 0
PPL CORP COM 69351T106 2,791 90,000 SH   SOLE   90,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 4,706 80,000 SH   SOLE   80,000 0 0
QEP RES INC COM 74733V100 506 70,000 SH Put SOLE   70,000 0 0
QEP RES INC COM 74733V100 1,085 150,000 SH Call SOLE   150,000 0 0
QEP RES INC COM 74733V100 1,374 190,000 SH   SOLE   190,000 0 0
RANGE RES CORP COM 75281A109 2,115 303,000 SH   SOLE   303,000 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 2,812 145,000 SH   SOLE   145,000 0 0
SANDERSON FARMS INC COM 800013104 4,097 30,000 SH   SOLE   30,000 0 0
SCHLUMBERGER LTD COM 806857108 7,352 185,000 SH   SOLE   185,000 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 2,736 150,000 SH   SOLE   150,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 4,133 140,000 SH   SOLE   140,000 0 0
SEMPRA ENERGY COM 816851109 3,436 25,000 SH   SOLE   25,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 5,291 106,500 SH   SOLE   106,500 0 0
SOUTHERN CO COM 842587107 10,503 190,000 SH   SOLE   190,000 0 0
SOUTHERN COPPER CORP COM 84265V105 2,331 60,000 SH   SOLE   60,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 22,708 77,500 SH Put SOLE   77,500 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 5,450 200,000 SH Call SOLE   200,000 0 0
SPIRIT AIRLS INC COM 848577102 5,250 110,000 SH   SOLE   110,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 8,569 275,000 SH   SOLE   275,000 0 0
TAPESTRY INC COM 876030107 2,380 75,000 SH   SOLE   75,000 0 0
TENARIS S A SPONSORED ADS 88031M109 3,947 150,000 SH   SOLE   150,000 0 0
TJX COS INC NEW COM 872540109 6,081 115,000 SH   SOLE   115,000 0 0
UNION PACIFIC CORP COM 907818108 5,073 30,000 SH   SOLE   30,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 4,647 45,000 SH   SOLE   45,000 0 0
UNITED RENTALS INC COM 911363109 4,642 35,000 SH   SOLE   35,000 0 0
VALE S A SPONSORED ADS 91912E105 1,680 125,000 SH   SOLE   125,000 0 0
VICI PPTYS INC COM 925652109 5,510 250,000 SH   SOLE   250,000 0 0
VULCAN MATLS CO COM 929160109 4,806 35,000 SH   SOLE   35,000 0 0
WALMART INC COM 931142103 4,972 45,000 SH   SOLE   45,000 0 0
WESTLAKE CHEM CORP COM 960413102 4,168 60,000 SH   SOLE   60,000 0 0
WESTROCK CO COM 96145D105 3,465 95,000 SH   SOLE   95,000 0 0
WPX ENERGY INC COM 98212B103 6,100 530,000 SH   SOLE   530,000 0 0