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 | 13,233 | 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 | ||
EQUITY COMWLTH | COM SH BEN INT | 294628102 | 12,889 | 409,189 | SH | SOLE | 409,189 | 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 |