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
AIR PRODS & CHEMS INC COM 009158106 12,141 84,286 SH   SOLE   12,141 0 0
AXALTA COATING SYS LTD COM g0750c108 13,643 467,224 SH   SOLE   13,643 0 0
B/E AEROSPACE INC COM 73302101 10,599 229,818 SH   SOLE   10,599 0 0
EQT CORP COM 26884L109 7,652 113,771 SH   SOLE   7,652 0 0
HALLIBURTON CO COM 406216101 14,879 416,542 SH   SOLE   14,879 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 17,058 1,675,683 SH   SOLE   17,058 0 0
MONSANTO CO NEW COM 61166W101 4,679 53,333 SH   SOLE   4,679 0 0
NEWFIELD EXPL CO COM 651290108 3,362 101,126 SH   SOLE   3,362 0 0
NORFOLK SOUTHERN CORP COM 655844108 5,092 61,162 SH   SOLE   5,092 0 0
PIONEER NAT RES CO COM 723787107 17,177 122,050 SH   SOLE   17,177 0 0
RING ENERGY INC COM 76680V108 9,087 1,799,493 SH   SOLE   9,087 0 0
RSP PERMIAN INC COM 74978Q105 22,430 772,378 SH   SOLE   22,430 0 0
SCHLUMBERGER LTD COM 806857108 10,189 138,159 SH   SOLE   10,189 0 0
SNAP ON INC COM 833034101 4,388 27,953 SH   SOLE   4,388 0 0
SYNERGY RES CORP COM 87164P103 12,985 1,671,232 SH   SOLE   12,985 0 0
TRANSDIGM GROUP INC COM 893641100 7,474 33,920 SH   SOLE   7,474 0 0
UNION PAC CORP COM 907818108 12,085 151,913 SH   SOLE   12,085 0 0
WPX ENERGY INC COM 98212B103 6,801 973,030 SH   SOLE   6,801 0 0