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

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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 3,644 80,118 SH   SOLE NA 78,158 0 1,960
Cabot Oil - Gas Common 127097103 3,449 132,130 SH   SOLE NA 128,890 0 3,240
Cimarex Energy Common 171798101 3,668 52,470 SH   SOLE NA 51,200 0 1,270
Continental Resources Inc Common 212015101 3,353 74,885 SH   SOLE NA 73,065 0 1,820
Devon Energy Corp Common 25179M103 5,114 162,025 SH   SOLE NA 158,085 0 3,940
Diamondback Energy Inc Common 25278X109 4,185 41,220 SH   SOLE NA 40,210 0 1,010
EQT Corporation Com Common 26884L109 1,923 92,709 SH   SOLE NA 90,499 0 2,210
Equitrans Midstream Corp Common 294600101 1,615 74,161 SH   SOLE NA 72,395 0 1,766
Exxon Mobil Corp Common 30231G102 2,365 29,270 SH   SOLE NA 28,560 0 710
Halliburton Co Common 406216101 3,657 124,820 SH   SOLE NA 121,720 0 3,100
Hess Corporation Common 42809H107 3,242 53,827 SH   SOLE NA 52,497 0 1,330
Kinder Morgan Inc Com Common 49456B101 4,609 230,310 SH   SOLE NA 225,090 0 5,220
Marathon Oil Corp Common 565849106 4,394 262,930 SH   SOLE NA 256,600 0 6,330
Marathon Pete Corp Com Common 56585A102 2,263 37,810 SH   SOLE NA 36,840 0 970
Nabors Industries Ltd Common G6359F103 1,752 509,400 SH   SOLE NA 496,950 0 12,450
Noble Energy Inc Common 655044105 3,086 124,796 SH   SOLE NA 121,776 0 3,020
Occidental Petroleum Corp Common 674599105 3,945 59,585 SH   SOLE NA 58,125 0 1,460
Parsley Energy Inc Common 701877102 3,486 180,620 SH   SOLE NA 176,180 0 4,440
Patterson-UTI Energy Inc Com Common 703481101 2,503 178,540 SH   SOLE NA 174,360 0 4,180
Pioneer Natural Resources Co Common 723787107 3,495 22,950 SH   SOLE NA 22,380 0 570
Plains GP Holdings LP Cl A Common 72651A207 3,791 152,110 SH   SOLE NA 148,390 0 3,720
ProPetro Holding Corp Common 74347M108 3,113 138,120 SH   SOLE NA 134,750 0 3,370
Range Resources Corp Common 75281A109 2,094 186,270 SH   SOLE NA 181,510 0 4,760
Royal Dutch Shell Plc Class A Common 780259206 3,417 54,600 SH   SOLE NA 53,290 0 1,310
Schlumberger LTD Common 806857108 2,339 53,690 SH   SOLE NA 52,370 0 1,320
Superior Energy Services Inc Common 868157108 2,007 429,845 SH   SOLE NA 420,430 0 9,415
TechnipFMC Common G87110105 3,172 134,870 SH   SOLE NA 131,580 0 3,290
Transocean Inc Switzerland Common H8817H100 1,664 191,010 SH   SOLE NA 186,340 0 4,670
Valero Energy Corp Common 91913Y100 2,189 25,800 SH   SOLE NA 25,170 0 630
WPX Energy Inc Common 98212B103 3,821 291,440 SH   SOLE NA 284,360 0 7,080
Weatherford International Plc Ord Common G48833100 675 966,500 SH   SOLE NA 943,280 0 23,220