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 13,517 82,383 SH   SOLE   82,383 0 0
AXALTA COATING SYS LTD COM G0750C108 13,713 423,768 SH   SOLE   423,768 0 0
BARRICK GOLD CORP COM 067901108 2,623 181,249 SH   SOLE   181,249 0 0
EOG RES INC COM 26875P101 5,043 46,733 SH   SOLE   46,733 0 0
EQT CORP COM 26884L109 11,544 202,813 SH   SOLE   202,813 0 0
ECOLAB INC COM 278865100 10,449 77,871 SH   SOLE   77,871 0 0
ENTERPRISE FINL SVCS CORP COM 293792107 24,214 913,392 SH   SOLE   913,392 0 0
HALLIBURTON CO COM 406216101 14,650 299,785 SH   SOLE   299,785 0 0
MONSANTO CO NEW COM 61166W101 7,261 62,181 SH   SOLE   62,181 0 0
NEWMONT MINING CORP COM 651639106 3,097 82,543 SH   SOLE   82,543 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 18,033 821,554 SH   SOLE   821,554 0 0
PRAXAIR INC COM 74005P104 6,867 44,397 SH   SOLE   44,397 0 0
QEP RES INC COM 74733V100 27,189 2,841,015 SH   SOLE   2,841,015 0 0
SCHLUMBERGER LTD COM 806857108 3,617 53,675 SH   SOLE   53,675 0 0
TRANSDIGM GROUP INC COM 893641100 13,800 50,252 SH   SOLE   50,252 0 0
WASTE CONNECTIONS INC COM 94106B101 10,384 146,381 SH   SOLE   146,381 0 0
WILLIAMS COS INC DEL COM 969457100 2,647 86,801 SH   SOLE   86,801 0 0