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 14,722 108,816 SH   SOLE   108,816 0 0
AXALTA COATING SYS LTD COM G0750C108 16,435 510,414 SH   SOLE   510,414 0 0
BARRICK GOLD CORP COM 067901108 8,472 446,110 SH   SOLE   446,110 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 32,550 1,178,920 SH   SOLE   1,178,920 0 0
EOG RES INC COM 26875P101 28,866 295,910 SH   SOLE   295,910 0 0
EQT CORP COM 26884L109 12,232 200,190 SH   SOLE   200,190 0 0
HALLIBURTON CO COM 406216101 30,499 619,782 SH   SOLE   619,782 0 0
MONSANTO CO NEW COM 61166W101 10,587 93,523 SH   SOLE   93,523 0 0
NABORS INDUSTRIES LTD SHS G6359F103 3,049 233,300 SH   SOLE   233,300 0 0
NEWFIELD EXPL CO COM 651290108 4,998 135,400 SH   SOLE   135,400 0 0
NEWMONT MINING CORP COM 651639106 6,704 203,400 SH   SOLE   203,400 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 21,809 697,672 SH   SOLE   697,672 0 0
QEP RES INC COM 74733V100 12,784 1,005,820 SH   SOLE   1,005,820 0 0
RPC INC COM 749660106 9,266 506,086 SH   SOLE   506,086 0 0
RSP PERMIAN INC COM 74978Q105 16,680 402,597 SH   SOLE   402,597 0 0
SCHLUMBERGER LTD COM 806857108 17,562 224,869 SH   SOLE   224,869 0 0
TRANSDIGM GROUP INC COM 893641100 32,637 148,243 SH   SOLE   148,243 0 0
UNION PAC CORP COM 907818108 8,346 78,793 SH   SOLE   78,793 0 0
WASTE CONNECTIONS INC COM 94106B101 11,977 135,766 SH   SOLE   135,766 0 0