The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
AIR PRODS & CHEMS INC | COM | 009158106 | 13,414 | 88,702 | SH | SOLE | 88,702 | 0 | 0 | ||
AXALTA COATING SYS LTD | COM | g0750c108 | 10,223 | 353,493 | SH | SOLE | 353,493 | 0 | 0 | ||
BARRICK GOLD CORP | COM | 067901108 | 5,231 | 325,113 | SH | SOLE | 325,113 | 0 | 0 | ||
EOG RES INC | COM | 26875P101 | 9,107 | 94,137 | SH | SOLE | 94,137 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 11,900 | 182,401 | SH | SOLE | 182,401 | 0 | 0 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 23,512 | 901,891 | SH | SOLE | 901,891 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 12,993 | 282,277 | SH | SOLE | 282,277 | 0 | 0 | ||
MONSANTO CO NEW | COM | 61166W101 | 8,161 | 68,111 | SH | SOLE | 68,111 | 0 | 0 | ||
NEWMONT MINING CORP | COM | 651639106 | 5,557 | 148,141 | SH | SOLE | 148,141 | 0 | 0 | ||
PLAINS GP HLDGS L P | LTD PARTNR INT A | 72651A207 | 17,858 | 816,530 | SH | SOLE | 816,530 | 0 | 0 | ||
PRAXAIR INC | COM | 74005P104 | 6,793 | 48,612 | SH | SOLE | 48,612 | 0 | 0 | ||
QEP RES INC | COM | 74733V100 | 21,425 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
RANGE RES CORP | COM | 75281A109 | 10,967 | 560,411 | SH | SOLE | 560,411 | 0 | 0 | ||
SCHLUMBERGER LTD | COM | 806857108 | 6,700 | 96,050 | SH | SOLE | 96,050 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 15,560 | 60,865 | SH | SOLE | 60,865 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 6,657 | 57,406 | SH | SOLE | 57,406 | 0 | 0 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 6,374 | 91,109 | SH | SOLE | 91,109 | 0 | 0 |