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
ANADARKO PETROLEUM ORD COM 032511107 4,983 92,900 SH   SOLE   92,900 0 0
CABOT OIL & GAS ORD COM 127097103 2,455 85,838 SH   SOLE   85,838 0 0
CDN NATURAL RESOURCE ORD COM 136385101 2,996 66,695 SH   SOLE   66,695 0 0
CENTENNIAL RESOURCE DEVLP CL A ORD CL A 15136A102 2,534 127,979 SH   SOLE   127,979 0 0
CIMAREX ENERGY ORD COM 171798101 5,787 47,434 SH   SOLE   47,434 0 0
CONCHO RESOURCES ORD COM 20605P101 6,331 42,147 SH   SOLE   42,147 0 0
CONOCOPHILLIPS ORD COM 20825C104 3,826 69,694 SH   SOLE   69,694 0 0
CONTINENTAL RESOURCES ORD COM 212015101 8,720 164,622 SH   SOLE   164,622 0 0
DEVON ENERGY ORD COM 25179M103 4,825 116,552 SH   SOLE   116,552 0 0
DIAMONDBACK ENERGY ORD COM 25278X109 2,642 20,927 SH   SOLE   20,927 0 0
ENCANA ORD COM 292505104 4,549 303,214 SH   SOLE   303,214 0 0
EOG RESOURCES ORD COM 26875P101 1,530 14,177 SH   SOLE   14,177 0 0
EQT ORD COM 26884L109 1,525 26,791 SH   SOLE   26,791 0 0
EXTRACTION OIL GAS ORD COM 30227M105 538 37,591 SH   SOLE   37,591 0 0
FEDEX ORD COM 31428X106 101 404 SH   SOLE   404 0 0
GOLAR LNG ORD SHS G9456A100 1,215 40,763 SH   SOLE   40,763 0 0
GULFPORT ENERGY ORD COM NEW 402635304 2,931 229,733 SH   SOLE   229,733 0 0
HALLIBURTON ORD COM 406216101 666 13,622 SH   SOLE   13,622 0 0
JAGGED PEAK ENERGY ORD COM 47009K107 602 38,130 SH   SOLE   38,130 0 0
KANSAS CITY SOUTHERN ORD COM NEW 485170302 51 485 SH   SOLE   485 0 0
KOSMOS ENERGY ORD SHS G5315B107 1,018 148,567 SH   SOLE   148,567 0 0
MARATHON OIL ORD COM 565849106 8,075 476,970 SH   SOLE   476,970 0 0
MATADOR RESOURCES ORD COM 576485205 558 17,939 SH   SOLE   17,939 0 0
NORFOLK SOUTHERN ORD COM 655844108 63 436 SH   SOLE   436 0 0
OASIS PETROLEUM ORD COM 674215108 986 117,253 SH   SOLE   117,253 0 0
PARSLEY ENERGY CL A ORD CL A 701877102 1,868 63,458 SH   SOLE   63,458 0 0
PROPETRO HOLDING ORD COM 74347M108 1,767 87,630 SH   SOLE   87,630 0 0
RSP PERMIAN ORD COM 74978Q105 6,076 149,364 SH   SOLE   149,364 0 0
SOUTHWEST AIRLINES ORD COM 844741108 1,261 19,262 SH   SOLE   19,262 0 0
SUNCOR ENERGY ORD COM 867224107 2,978 64,527 SH   SOLE   64,527 0 0
WPX ENERGY ORD COM 98212B103 12,796 909,454 SH   SOLE   909,454 0 0