The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALBEMARLE CORP | COM | 012653101 | 4,989 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 15,499 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 4,195 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BP PLC | SPONSORED ADR | 055622104 | 11,525 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | 16,147 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| CANADIAN NAT RES LTD | COM | 136385101 | 15,187 | 465,000 | SH | SOLE | 465,000 | 0 | 0 | ||
| CANADIAN NATL RY CO | COM | 136375102 | 13,470 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CHEVRON CORP NEW | COM | 166764100 | 12,228 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CONTINENTAL RESOURCES INC | COM | 212015101 | 17,070 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 25,961 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| ENCANA CORP | COM | 292505104 | 26,876 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 3,189 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 18,798 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 4,359 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FALCON MINERALS CORP | CL A COM | 30607B109 | 9,350 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 6,960 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| GRAFTECH INTL LTD | COM | 384313508 | 6,341 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 12,900 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| HOLLYFRONTIER CORP | COM | 436106108 | 13,980 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HUB GROUP INC | CL A | 443320106 | 6,840 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 8,620 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 9,996 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 15,400 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 16,760 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NOBLE ENERGY INC | COM | 655044105 | 3,899 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 5,415 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| NORTHERN OIL & GAS INC NEV | COM | 665531109 | 4,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 18,700 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| OASIS PETE INC NEW | COM | 674215108 | 21,270 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| ONEOK INC NEW | COM | 682680103 | 20,337 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| PARSLEY ENERGY INC | CL A | 701877102 | 20,475 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| PATTERSON UTI ENERGY INC | COM | 703481101 | 3,422 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| PDC ENERGY INC | COM | 69327R101 | 12,240 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PLAINS GP HLDGS L P | LTD PARTNR INT A | 72651A207 | 17,662 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 16,141 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| RESOLUTE ENERGY CORP | COM NEW | 76116A306 | 3,781 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ROYAL DUTCH SHELL PLC | SPONS ADR A | 780259206 | 10,221 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 21,931 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 4,020 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| SELECT ENERGY SVCS INC | CL A COM | 81617J301 | 3,371 | 284,675 | SH | SOLE | 284,675 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 12,490 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 3,833 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 116,288 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| SPIRIT AIRLS INC | COM | 848577102 | 9,394 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TELLURIAN INC NEW | COM | 87968A104 | 8,073 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| TRANSOCEAN LTD | REG SHS | H8817H100 | 13,950 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 4,885 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| VISTRA ENERGY CORP | COM | 92840M102 | 18,660 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| WILDHORSE RESOURCE DEV CORP | COM | 96812T102 | 8,865 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 5,709 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||