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
AECOM COM 00766T100 11,268 300,000 SH Call SOLE   300,000 0 0
AECOM COM 00766T100 12,583 335,000 SH   SOLE   335,000 0 0
AGCO CORP COM 001084102 1,514 20,000 SH   SOLE   20,000 0 0
ALASKA AIR GROUP INC COM 011659109 6,491 100,000 SH   SOLE   100,000 0 0
ALCOA CORP COM 013872106 2,910 145,000 SH   SOLE   145,000 0 0
ALLIANT ENERGY CORP COM 018802108 18,336 340,000 SH   SOLE   340,000 0 0
AMAZON COM INC COM 023135106 2,604 1,500 SH   SOLE   1,500 0 0
AMEREN CORP COM 023608102 18,011 225,000 SH   SOLE   225,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 19,675 210,000 SH   SOLE   210,000 0 0
AQUA AMERICA INC COM 03836W103 11,432 255,000 SH   SOLE   255,000 0 0
ATMOS ENERGY CORP COM 049560105 6,264 55,000 SH   SOLE   55,000 0 0
AXALTA COATING SYS LTD COM G0750C108 452 15,000 SH Call SOLE   15,000 0 0
AXALTA COATING SYS LTD COM G0750C108 3,015 100,000 SH Put SOLE   100,000 0 0
AXALTA COATING SYS LTD COM G0750C108 6,181 205,000 SH   SOLE   205,000 0 0
BAKER HUGHES A GE CO CL A 05722G100 7,308 315,000 SH   SOLE   315,000 0 0
BED BATH & BEYOND INC COM 075896100 532 50,000 SH Call SOLE   50,000 0 0
BHP GROUP PLC SPONSORED ADR 05545E209 6,426 150,000 SH   SOLE   150,000 0 0
BP PLC SPONSORED ADR 055622104 7,598 200,000 SH   SOLE   200,000 0 0
BUNGE LIMITED COM G16962105 8,776 155,000 SH   SOLE   155,000 0 0
CANADIAN PAC RY LTD COM 13645T100 5,562 25,000 SH   SOLE   25,000 0 0
CENOVUS ENERGY INC COM 15135U109 2,814 300,000 SH   SOLE   300,000 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 2,258 500,000 SH   SOLE   500,000 0 0
CHEVRON CORP NEW COM 166764100 3,558 30,000 SH   SOLE   30,000 0 0
CIMAREX ENERGY CO COM 171798101 4,794 100,000 SH Call SOLE   100,000 0 0
CMS ENERGY CORP COM 125896100 16,307 255,000 SH   SOLE   255,000 0 0
CNX RESOURCES CORPORATION COM 12653C108 1,089 150,000 SH Call SOLE   150,000 0 0
CONOCOPHILLIPS COM 20825C104 8,547 150,000 SH   SOLE   150,000 0 0
CROWN HOLDINGS INC COM 228368106 4,624 70,000 SH   SOLE   70,000 0 0
CUMMINS INC COM 231021106 4,880 30,000 SH   SOLE   30,000 0 0
CVR ENERGY INC COM 12662P108 2,422 55,000 SH   SOLE   55,000 0 0
DARDEN RESTAURANTS INC COM 237194105 7,684 65,000 SH   SOLE   65,000 0 0
DEERE & CO COM 244199105 4,217 25,000 SH   SOLE   25,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 7,098 295,000 SH   SOLE   295,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 11,239 125,000 SH   SOLE   125,000 0 0
DOLLAR TREE INC COM 256746108 8,562 75,000 SH   SOLE   75,000 0 0
DOMINION ENERGY INC COM 25746U109 19,855 245,000 SH   SOLE   245,000 0 0
DOVER CORP COM 260003108 3,485 35,000 SH   SOLE   35,000 0 0
DOW INC COM 260557103 5,003 105,000 SH   SOLE   105,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 8,627 90,000 SH   SOLE   90,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 4,279 60,000 SH   SOLE   60,000 0 0
EASTMAN CHEMICAL CO COM 277432100 4,061 55,000 SH   SOLE   55,000 0 0
EMERSON ELEC CO COM 291011104 6,352 95,000 SH   SOLE   95,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 2,179 50,000 SH   SOLE   50,000 0 0
ENTERGY CORP NEW COM 29364G103 16,430 140,000 SH   SOLE   140,000 0 0
EQT CORP COM 26884L109 3,724 350,000 SH   SOLE   350,000 0 0
EXELON CORP COM 30161N101 4,831 100,000 SH   SOLE   100,000 0 0
FEDEX CORP COM 31428X106 5,532 38,000 SH   SOLE   38,000 0 0
FIRSTENERGY CORP COM 337932107 23,681 491,000 SH   SOLE   491,000 0 0
FOOT LOCKER INC COM 344849104 4,100 95,000 SH   SOLE   95,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 3,835 260,000 SH   SOLE   260,000 0 0
HELMERICH & PAYNE INC COM 423452101 5,810 145,000 SH   SOLE   145,000 0 0
HONEYWELL INTL INC COM 438516106 7,191 42,500 SH   SOLE   42,500 0 0
HUNT J B TRANS SVCS INC COM 445658107 7,192 65,000 SH   SOLE   65,000 0 0
HUNTSMAN CORP COM 447011107 4,652 200,000 SH   SOLE   200,000 0 0
INGERSOLL-RAND PLC SHS G47791101 7,393 60,000 SH   SOLE   60,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 1,990 50,000 SH Call SOLE   50,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 613 15,000 SH Call SOLE   15,000 0 0
KINDER MORGAN INC DEL COM 49456B101 5,359 260,000 SH   SOLE   260,000 0 0
KIRBY CORP COM 497266106 5,340 65,000 SH   SOLE   65,000 0 0
LINDE PLC SHS G5494J103 3,874 20,000 SH   SOLE   20,000 0 0
LOWES COS INC COM 548661107 7,697 70,000 SH   SOLE   70,000 0 0
MACYS INC COM 55616P104 3,263 210,000 SH   SOLE   210,000 0 0
MARATHON OIL CORP COM 565849106 4,540 370,000 SH   SOLE   370,000 0 0
MARATHON PETE CORP COM 56585A102 9,416 155,000 SH   SOLE   155,000 0 0
MATADOR RES CO COM 576485205 5,124 310,000 SH   SOLE   310,000 0 0
MCDERMOTT INTL INC COM 580037703 202 100,000 SH Call SOLE   100,000 0 0
MDU RES GROUP INC COM 552690109 9,303 330,000 SH   SOLE   330,000 0 0
MONDELEZ INTL INC CL A 609207105 5,809 105,000 SH   SOLE   105,000 0 0
NEXTERA ENERGY INC COM 65339F101 16,076 69,000 SH   SOLE   69,000 0 0
NOBLE ENERGY INC COM 655044105 9,209 410,000 SH   SOLE   410,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 5,030 28,000 SH   SOLE   28,000 0 0
NRG ENERGY INC COM NEW 629377508 12,672 320,000 SH   SOLE   320,000 0 0
ONEOK INC NEW COM 682680103 9,211 125,000 SH   SOLE   125,000 0 0
PAPA JOHNS INTL INC COM 698813102 3,403 65,000 SH   SOLE   65,000 0 0
PARSLEY ENERGY INC CL A 701877102 8,736 520,000 SH   SOLE   520,000 0 0
PBF ENERGY INC CL A 69318G106 2,719 100,000 SH Call SOLE   100,000 0 0
PBF ENERGY INC CL A 69318G106 4,079 150,000 SH   SOLE   150,000 0 0
PENTAIR PLC SHS G7S00T104 3,969 105,000 SH   SOLE   105,000 0 0
PIONEER NAT RES CO COM 723787107 11,068 88,000 SH   SOLE   88,000 0 0
PPL CORP COM 69351T106 1,889 60,000 SH   SOLE   60,000 0 0
PROPETRO HLDG CORP COM 74347M108 1,818 200,000 SH Call SOLE   200,000 0 0
QEP RES INC COM 74733V100 2,072 560,000 SH   SOLE   560,000 0 0
RED ROCK RESORTS INC CL A 75700L108 3,553 175,000 SH   SOLE   175,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 1,425 95,000 SH   SOLE   95,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 2,251 150,000 SH Call SOLE   150,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 2,490 35,000 SH   SOLE   35,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 6,500 60,000 SH   SOLE   60,000 0 0
RYDER SYS INC COM 783549108 3,106 60,000 SH   SOLE   60,000 0 0
SANDERSON FARMS INC COM 800013104 7,037 46,500 SH   SOLE   46,500 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 4,018 185,000 SH   SOLE   185,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 2,083 70,000 SH   SOLE   70,000 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 5,820 100,000 SH Put SOLE   100,000 0 0
SOUTHERN CO COM 842587107 18,222 295,000 SH   SOLE   295,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 25,225 85,000 SH Put SOLE   85,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 4,472 200,000 SH Call SOLE   200,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 4,243 100,000 SH Call SOLE   100,000 0 0
STEEL DYNAMICS INC COM 858119100 5,960 200,000 SH   SOLE   200,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 6,632 210,000 SH   SOLE   210,000 0 0
TECHNIPFMC PLC COM G87110105 3,621 150,000 SH   SOLE   150,000 0 0
TWITTER INC COM 90184L102 3,708 90,000 SH   SOLE   90,000 0 0
UNION PACIFIC CORP COM 907818108 4,211 26,000 SH   SOLE   26,000 0 0
UNITED AIRLINES HLDGS INC COM 910047109 7,515 85,000 SH   SOLE   85,000 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 2,268 200,000 SH Call SOLE   200,000 0 0
UNITED STATES STL CORP NEW COM 912909108 1,155 100,000 SH Call SOLE   100,000 0 0
VICI PPTYS INC COM 925652109 4,757 210,000 SH   SOLE   210,000 0 0
VULCAN MATLS CO COM 929160109 6,050 40,000 SH   SOLE   40,000 0 0
WABTEC CORP COM 929740108 2,632 36,624 SH   SOLE   36,624 0 0
WALMART INC COM 931142103 8,308 70,000 SH   SOLE   70,000 0 0
WESTROCK CO COM 96145D105 4,556 125,000 SH   SOLE   125,000 0 0
WPX ENERGY INC COM 98212B103 6,672 630,000 SH   SOLE   630,000 0 0
WYNN RESORTS LTD COM 983134107 1,087 10,000 SH Call SOLE   10,000 0 0