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
BAKER HUGHES COMPANY CL A 05722G100 9,309 886,535 SH   SOLE   886,535 0 0
BP PLC SPONSORED ADR 055622104 5,150 211,141 SH   SOLE   211,141 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 25,175 3,044,072 SH   SOLE   3,044,072 0 0
CABOT OIL & GAS CORP COM 127097103 19,723 1,147,400 SH   SOLE   1,147,400 0 0
CACTUS INC CL A 127203107 18,444 1,589,997 SH   SOLE   1,589,997 0 0
CANADIAN NAT RES LTD COM 136385101 5,308 387,882 SH   SOLE   387,882 0 0
CHART INDS INC COM PAR $0.01 16115Q308 11,493 396,562 SH   SOLE   396,562 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,091 181,821 SH   SOLE   181,821 0 0
CHEVRON CORP NEW COM 166764100 16,600 229,102 SH   SOLE   229,102 0 0
CIMAREX ENERGY CO COM 171798101 20,289 1,205,475 SH   SOLE   1,205,475 0 0
CONCHO RES INC COM 20605P101 19,866 463,615 SH   SOLE   463,615 0 0
CONOCOPHILLIPS COM 20825C104 6,159 200,000 SH Put SOLE   200,000 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 1,701 1,700,000 SH Put SOLE   1,700,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,576 372,852 SH   SOLE   372,852 0 0
ENBRIDGE INC COM 29250N105 5,817 200,000 SH Put SOLE   200,000 0 0
EOG RES INC COM 26875P101 6,627 184,469 SH   SOLE   184,469 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 13,585 950,000 SH Put SOLE   950,000 0 0
EQT CORPORATION COM 26884L109 10,502 1,485,230 SH   SOLE   1,485,230 0 0
EQUINOR ASA SPONSORED ADR 29446M102 15,608 1,281,507 SH   SOLE   1,281,507 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 16,341 3,249,044 SH   SOLE   3,249,044 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,861 300,000 SH Put SOLE   300,000 0 0
GOODRICH PETE CORP COM PAR 382410843 2,770 650,381 SH   SOLE   650,381 0 0
HALLIBURTON CO COM 406216101 8,219 1,200,000 SH Put SOLE   1,200,000 0 0
ONEOK INC NEW COM 682680103 8,724 400,000 SH Put SOLE   400,000 0 0
OCCIDENTAL PETE CORP COM 674599105 8,106 700,000 SH Put SOLE   700,000 0 0
PARSLEY ENERGY INC CL A 701877102 15,369 2,682,183 SH   SOLE   2,682,183 0 0
PDC ENERGY INC COM 69327R101 11,788 1,898,235 SH   SOLE   1,898,235 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 12,794 2,280,272 SH   SOLE   2,280,272 0 0
PROPETRO HLDG CORP COM 74347M108 6,575 2,630,013 SH   SOLE   2,630,013 0 0
PIONEER NAT RES CO COM 723787107 5,612 80,000 SH Put SOLE   80,000 0 0
SPARTAN ENERGY ACQUISITON CO UNIT 99/99/9999 846784114 21,163 2,015,592 SH   SOLE   2,015,592 0 0
TALOS ENERGY INC COM 87484T108 7,064 1,228,502 SH   SOLE   1,228,502 0 0
TARGA RES CORP COM 87612G101 5,260 761,259 SH   SOLE   761,259 0 0
TARGA RES CORP COM 87612G101 6,910 1,000,000 SH Put SOLE   1,000,000 0 0
VISTA OIL & GAS S A B DE C V SPONSORED ADS 92837L109 3,714 1,856,449 SH   SOLE   1,856,449 0 0
WILLIAMS COS INC COM 969457100 7,084 500,628 SH   SOLE   500,628 0 0
WPX ENERGY INC COM 98212B103 5,692 1,865,697 SH   SOLE   1,865,697 0 0
EXXON MOBIL CORP COM 30231G102 13,290 350,000 SH Put SOLE   350,000 0 0