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 2,820 94,462 SH   SOLE N/A 94,462 0 0
ALCOA CORP COM 013872106 2,156 350,000 SH   SOLE N/A 350,000 0 0
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 115 15,000 SH   SOLE N/A 15,000 0 0
ANTERO MIDSTREAM CORP COM 03676B102 3,337 1,588,993 SH   SOLE N/A 1,588,993 0 0
ANTERO RESOURCES CORP COM 03674X106 36 50,000 SH Call SOLE N/A 50,000 0 0
BUNGE LIMITED COM G16962105 513 12,500 SH   SOLE N/A 12,500 0 0
CANADIAN IMP BK COMM COM 136069101 392 6,400 SH Put SOLE N/A 6,400 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 79 300,000 SH   SOLE N/A 300,000 0 0
CF INDS HLDGS INC COM 125269100 680 25,000 SH   SOLE N/A 25,000 0 0
CONTINENTAL RES INC COM 212015101 6,209 812,737 SH   SOLE N/A 812,737 0 0
CORE LABORATORIES N V COM N22717107 415 40,108 SH   SOLE N/A 40,108 0 0
DIAMOND S SHIPPING INC COM Y20676105 903 76,446 SH   SOLE N/A 76,446 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,048 40,000 SH   SOLE N/A 40,000 0 0
ENERPLUS CORP COM 292766102 728 500,000 SH   SOLE N/A 500,000 0 0
EQT CORPORATION COM 26884L109 804 113,700 SH Call SOLE N/A 113,700 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 503 100,000 SH   SOLE N/A 100,000 0 0
FIRST BANCORP P R COM NEW 318672706 266 50,000 SH   SOLE N/A 50,000 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 26 144,800 SH   SOLE N/A 144,800 0 0
FRONTLINE LTD SHS NEW G3682E192 2,499 260,000 SH   SOLE N/A 260,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 3,738 105,000 SH   SOLE N/A 105,000 0 0
GRAN TIERRA ENERGY INC COM 38500T101 63 250,000 SH   SOLE N/A 250,000 0 0
GULFPORT ENERGY CORP COM NEW 402635304 311 700,000 SH   SOLE N/A 700,000 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 478 20,000 SH   SOLE N/A 20,000 0 0
MARKETAXESS HLDGS INC COM 57060D108 3,326 10,000 SH Put SOLE N/A 10,000 0 0
MOODYS CORP COM 615369105 2,538 12,000 SH Put SOLE N/A 12,000 0 0
MSCI INC COM 55354G100 5,201 18,000 SH Put SOLE N/A 18,000 0 0
MYLAN NV SHS EURO N59465109 7,455 500,000 SH   SOLE N/A 500,000 0 0
OCCIDENTAL PETE CORP COM 674599105 290 25,000 SH   SOLE N/A 25,000 0 0
OVINTIV INC COM 69047Q102 7,695 2,850,000 SH   SOLE N/A 2,850,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,535 17,500 SH Put SOLE N/A 17,500 0 0
PAYLOCITY HLDG CORP COM 70438V106 883 10,000 SH   SOLE N/A 10,000 0 0
PAYLOCITY HLDG CORP COM 70438V106 883 10,000 SH Put SOLE N/A 10,000 0 0
POLYONE CORP COM 73179P106 285 15,000 SH   SOLE N/A 15,000 0 0
QUANTA SVCS INC COM 74762E102 238 7,500 SH   SOLE N/A 7,500 0 0
RANGE RES CORP COM 75281A109 271 118,700 SH Call SOLE N/A 118,700 0 0
RANGE RES CORP COM 75281A109 4,788 2,100,000 SH   SOLE N/A 2,100,000 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869 62 69,054 SH   SOLE N/A 69,054 0 0
SCORPIO TANKERS INC SHS Y7542C130 1,585 82,900 SH   SOLE N/A 82,900 0 0
SHOPIFY INC CL A 82509L107 2,919 7,000 SH Put SOLE N/A 7,000 0 0
TALLGRASS ENERGY LP CLASS A SHS 874696107 2,789 169,439 SH   SOLE N/A 169,439 0 0
TEEKAY TANKERS LTD CL A Y8565N300 1,446 65,000 SH   SOLE N/A 65,000 0 0
TESLA INC COM 88160R101 2,096 4,000 SH Put SOLE N/A 4,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 847 170,000 SH   SOLE N/A 170,000 0 0
VENATOR MATLS PLC SHS G9329Z100 1,007 585,701 SH   SOLE N/A 585,701 0 0
VISA INC COM CL A 92826C839 806 5,000 SH   SOLE N/A 5,000 0 0
VISA INC COM CL A 92826C839 806 5,000 SH Put SOLE N/A 5,000 0 0
WPX ENERGY INC COM 98212B103 76 25,000 SH   SOLE N/A 25,000 0 0
YAMANA GOLD INC COM 98462Y100 481 175,000 SH   SOLE N/A 175,000 0 0