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 1,493 50,000 SH Call SOLE   50,000 0 0
AECOM COM 00766T100 2,687 90,000 SH   SOLE   90,000 0 0
AES CORP COM 00130H105 340 25,000 SH   SOLE   25,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,917 15,000 SH   SOLE   15,000 0 0
ALLIANT ENERGY CORP COM 018802108 4,105 85,000 SH   SOLE   85,000 0 0
AMAZON COM INC COM 023135106 3,899 2,000 SH   SOLE   2,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,120 14,000 SH   SOLE   14,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,587 30,000 SH   SOLE   30,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,463 70,000 SH   SOLE   70,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 2,360 70,000 SH   SOLE   70,000 0 0
BK OF AMERICA CORP COM 060505104 1,062 50,000 SH Call SOLE   50,000 0 0
BUNGE LIMITED COM G16962105 1,641 40,000 SH   SOLE   40,000 0 0
CABOT OIL & GAS CORP COM 127097103 945 55,000 SH   SOLE   55,000 0 0
CAL MAINE FOODS INC COM NEW 128030202 440 10,000 SH   SOLE   10,000 0 0
CANADIAN NATL RY CO COM 136375102 2,717 35,000 SH   SOLE   35,000 0 0
CENOVUS ENERGY INC COM 15135U109 707 350,000 SH   SOLE   350,000 0 0
CHEVRON CORP NEW COM 166764100 3,623 50,000 SH   SOLE   50,000 0 0
CONCHO RES INC COM 20605P101 2,571 60,000 SH   SOLE   60,000 0 0
CONSOLIDATED EDISON INC COM 209115104 7,410 95,000 SH   SOLE   95,000 0 0
CONTINENTAL RES INC COM 212015101 955 125,000 SH   SOLE   125,000 0 0
CSX CORP COM 126408103 2,865 50,000 SH   SOLE   50,000 0 0
DEERE & CO COM 244199105 2,349 17,000 SH   SOLE   17,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 4,853 60,000 SH   SOLE   60,000 0 0
ELDORADO RESORTS INC COM 28470R102 288 20,000 SH   SOLE   20,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 711 85,000 SH   SOLE   85,000 0 0
EMERSON ELEC CO COM 291011104 1,668 35,000 SH   SOLE   35,000 0 0
ENTERGY CORP NEW COM 29364G103 3,289 35,000 SH   SOLE   35,000 0 0
EOG RES INC COM 26875P101 3,233 90,000 SH   SOLE   90,000 0 0
EURONAV NV ANTWERPEN SHS B38564108 1,213 107,500 SH   SOLE   107,500 0 0
EVERGY INC COM 30034W106 4,129 75,000 SH   SOLE   75,000 0 0
FEDEX CORP COM 31428X106 3,032 25,000 SH   SOLE   25,000 0 0
FIRSTENERGY CORP COM 337932107 5,009 125,000 SH   SOLE   125,000 0 0
HALLIBURTON CO COM 406216101 1,199 175,000 SH   SOLE   175,000 0 0
HESS CORP COM 42809H107 3,330 100,000 SH   SOLE   100,000 0 0
JETBLUE AWYS CORP COM 477143101 850 95,000 SH   SOLE   95,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 1,618 60,000 SH   SOLE   60,000 0 0
KINDER MORGAN INC DEL COM 49456B101 1,392 100,000 SH   SOLE   100,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 1,968 60,000 SH   SOLE   60,000 0 0
LINDE PLC SHS G5494J103 1,125 6,500 SH   SOLE   6,500 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2,233 45,000 SH   SOLE   45,000 0 0
MARATHON PETE CORP COM 56585A102 1,535 65,000 SH   SOLE   65,000 0 0
MDU RES GROUP INC COM 552690109 1,290 60,000 SH   SOLE   60,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 466 12,500 SH   SOLE   12,500 0 0
NETFLIX INC COM 64110L106 1,502 4,000 SH   SOLE   4,000 0 0
NISOURCE INC COM 65473P105 1,998 80,000 SH   SOLE   80,000 0 0
NOBLE ENERGY INC COM 655044105 2,054 340,000 SH   SOLE   340,000 0 0
NRG ENERGY INC COM NEW 629377508 2,317 85,000 SH   SOLE   85,000 0 0
OGE ENERGY CORP COM 670837103 1,229 40,000 SH   SOLE   40,000 0 0
OLIN CORP COM PAR $1 680665205 1,575 135,000 SH   SOLE   135,000 0 0
PARSLEY ENERGY INC CL A 701877102 2,149 375,000 SH   SOLE   375,000 0 0
PILGRIMS PRIDE CORP COM 72147K108 1,631 90,000 SH   SOLE   90,000 0 0
PINNACLE WEST CAP CORP COM 723484101 3,790 50,000 SH   SOLE   50,000 0 0
PIONEER NAT RES CO COM 723787107 2,806 40,000 SH   SOLE   40,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 2,246 50,000 SH   SOLE   50,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,247 4,000 SH   SOLE   4,000 0 0
SANDERSON FARMS INC COM 800013104 1,726 14,000 SH   SOLE   14,000 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 1,934 100,000 SH   SOLE   100,000 0 0
SHERWIN WILLIAMS CO COM 824348106 1,838 4,000 SH   SOLE   4,000 0 0
SOUTHWEST AIRLS CO COM 844741108 1,246 35,000 SH   SOLE   35,000 0 0
SPDR SER TR S&P HOMEBUILD 78464A888 372 12,500 SH Call SOLE   12,500 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,617 165,656 SH   SOLE   165,656 0 0
TALLGRASS ENERGY LP CLASS A SHS 874696107 1,893 115,000 SH   SOLE   115,000 0 0
TARGA RES CORP COM 87612G101 1,071 155,000 SH   SOLE   155,000 0 0
TARGET CORP COM 87612E106 1,859 20,000 SH   SOLE   20,000 0 0
TC ENERGY CORP COM 87807B107 1,296 29,246 SH   SOLE   29,246 0 0
TECHNIPFMC PLC COM G87110105 4,432 657,500 SH Call SOLE   657,500 0 0
TJX COS INC NEW COM 872540109 2,869 60,000 SH   SOLE   60,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,117 40,000 SH   SOLE   40,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,415 15,000 SH   SOLE   15,000 0 0
VICI PPTYS INC COM 925652109 1,581 95,000 SH   SOLE   95,000 0 0
WEC ENERGY GROUP INC COM 92939U106 2,644 30,000 SH   SOLE   30,000 0 0
WILLIAMS COS INC COM 969457100 1,627 115,000 SH   SOLE   115,000 0 0