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 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