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
EQT CORP COM 26884L109 17,816 375,000 SH   SOLE   375,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 21,846 105,383 SH   SOLE   105,383 0 0
PIONEER NAT RES CO COM 723787107 22,332 130,000 SH   SOLE   130,000 0 0
RANGE RES CORP COM 75281A109 21,491 1,478,083 SH   SOLE   1,478,083 0 0
VULCAN MATLS CO COM 929160109 10,275 90,000 SH   SOLE   90,000 0 0
WESTROCK CO COM 96145D105 15,026 234,164 SH   SOLE   234,164 0 0