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 13,233 84,975 SH   SOLE   84,975 0 0
AXALTA COATING SYS LTD COM G0750C108 14,157 467,073 SH   SOLE   467,073 0 0
BARRICK GOLD CORP COM 067901108 2,506 190,835 SH   SOLE   190,835 0 0
ECOLAB INC COM 278865100 11,280 80,382 SH   SOLE   80,382 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 24,489 885,035 SH   SOLE   885,035 0 0
EQT CORP COM 26884L109 8,882 160,965 SH   SOLE   160,965 0 0
HALLIBURTON CO COM 406216101 15,832 351,351 SH   SOLE   351,351 0 0
NEWFIELD EXPL CO COM 651290108 3,248 107,385 SH   SOLE   107,385 0 0
NEWMONT MINING CORP COM 651639106 3,278 86,935 SH   SOLE   86,935 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 20,324 850,030 SH   SOLE   850,030 0 0
PRAXAIR INC COM 74005P104 7,243 45,799 SH   SOLE   45,799 0 0
QEP RES INC COM 74733V100 22,005 1,794,858 SH   SOLE   1,794,858 0 0
SCHLUMBERGER LTD COM 806857108 3,792 56,573 SH   SOLE   56,573 0 0
TRANSDIGM GROUP INC COM 893641100 15,886 46,028 SH   SOLE   46,028 0 0
WASTE CONNECTIONS INC COM 94106B101 11,318 150,348 SH   SOLE   150,348 0 0
WILLIAMS COS INC DEL COM 969457100 2,479 91,447 SH   SOLE   91,447 0 0