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
Anadarko Petroleum Common 032511107 34,769 515,788 SH   SOLE NA 373,148 0 142,640
Cabot Oil - Gas Common 127097103 18,498 821,400 SH   SOLE NA 567,880 0 253,520
Cimarex Energy Common 171798101 22,623 243,410 SH   SOLE NA 167,510 0 75,900
Devon Energy Corp Common 25179M103 29,644 742,224 SH   SOLE NA 519,674 0 222,550
Diamondback Energy Inc Common 25278X109 21,849 161,620 SH   SOLE NA 113,710 0 47,910
EQT Corporation Com Common 26884L109 17,858 403,759 SH   SOLE NA 276,029 0 127,730
Forum Energy Technologies Common 34984V100 6,577 635,493 SH   SOLE NA 384,621 0 250,872
Halliburton Co Common 406216101 17,531 432,550 SH   SOLE NA 264,020 0 168,530
Hess Corporation Common 42809H107 19,618 274,069 SH   SOLE NA 200,149 0 73,920
Kinder Morgan Inc Com Common 49456B101 17,565 990,700 SH   SOLE NA 689,550 0 301,150
Marathon Oil Corp Common 565849106 16,479 707,840 SH   SOLE NA 533,630 0 174,210
Nabors Industries Ltd Common G6359F103 11,098 1,801,680 SH   SOLE NA 1,093,650 0 708,030
Newfield Exploration Co Common 651290108 21,502 745,805 SH   SOLE NA 520,505 0 225,300
Noble Energy Inc Common 655044105 26,583 852,284 SH   SOLE NA 606,654 0 245,630
Occidental Petroleum Corp Common 674599105 20,688 251,766 SH   SOLE NA 170,556 0 81,210
Parsley Energy Inc Common 701877102 23,620 807,520 SH   SOLE NA 557,760 0 249,760
Patterson-UTI Energy Inc Com Common 703481101 10,825 632,690 SH   SOLE NA 381,580 0 251,110
Pioneer Natural Resources Co Common 723787107 17,106 98,205 SH   SOLE NA 66,035 0 32,170
Plains GP Holdings LP Cl A Common 72651A207 16,083 655,660 SH   SOLE NA 447,740 0 207,920
ProPetro Holding Corp Common 74347M108 10,567 640,830 SH   SOLE NA 387,770 0 253,060
Range Resources Corp Common 75281A109 15,514 913,130 SH   SOLE NA 634,390 0 278,740
Royal Dutch Shell Plc Class A Common 780259206 22,527 330,600 SH   SOLE NA 295,650 0 34,950
Schlumberger LTD Common 806857108 11,506 188,865 SH   SOLE NA 114,245 0 74,620
Suncor Energy Inc New Common 867224107 6,086 157,300 SH   SOLE NA 0 0 157,300
Superior Energy Services Inc Common 868157108 16,353 1,678,930 SH   SOLE NA 1,022,180 0 656,750
TechnipFMC Common G87110105 10,835 346,710 SH   SOLE NA 210,990 0 135,720
Transocean Inc Switzerland Common H8817H100 11,472 822,370 SH   SOLE NA 559,820 0 262,550
Valero Energy Corp Common 91913Y100 12,774 112,300 SH   SOLE NA 76,870 0 35,430
WPX Energy Inc Common 98212B103 26,129 1,298,660 SH   SOLE NA 902,340 0 396,320
Weatherford International Plc Ord Common G48833100 8,799 3,246,803 SH   SOLE NA 2,021,133 0 1,225,670
Williams Companies Common 969457100 3,383 124,410 SH   SOLE NA 124,410 0 0