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 4,088 389,302 SH   SOLE   389,302 0 0
CABOT OIL & GAS CORP COM 127097103 11,550 671,918 SH   SOLE   671,918 0 0
CHART INDS INC COM PAR $0.01 16115Q308 4,566 157,552 SH   SOLE   157,552 0 0
CHEVRON CORP NEW COM 166764100 17,615 243,100 SH   SOLE   243,100 0 0
CIMAREX ENERGY CO COM 171798101 3,270 194,320 SH   SOLE   194,320 0 0
CNX RESOURCES CORPORATION COM 12653C108 1,096 206,000 SH   SOLE   206,000 0 0
CONCHO RES INC COM 20605P101 12,512 291,996 SH   SOLE   291,996 0 0
CONOCOPHILLIPS COM 20825C104 13,643 442,954 SH   SOLE   442,954 0 0
DEVON ENERGY CORP NEW COM 25179M103 21,121 3,056,546 SH   SOLE   3,056,546 0 0
DUPONT DE NEMOURS INC COM 26614N102 8,522 249,908 SH   SOLE   249,908 0 0
EQT CORPORATION COM 26884L109 2,817 398,495 SH   SOLE   398,495 0 0
GRACE W R & CO DEL NEW COM 38388F108 431 12,100 SH   SOLE   12,100 0 0
HUNTSMAN CORP COM 447011107 7,487 518,831 SH   SOLE   518,831 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,376 88,164 SH   SOLE   88,164 0 0
MARATHON PETE CORP COM 56585A102 3,404 144,100 SH   SOLE   144,100 0 0
NATIONAL OILWELL VARCO INC COM 637071101 2,130 216,676 SH   SOLE   216,676 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 1,784 1,524,770 SH   SOLE   1,524,770 0 0
NOBLE ENERGY INC COM 655044105 8,013 1,326,722 SH   SOLE   1,326,722 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 3,104 4,680,640 SH   SOLE   4,680,640 0 0
NOW INC COM 67011P100 1,097 212,500 SH   SOLE   212,500 0 0
PARSLEY ENERGY INC CL A 701877102 16,231 2,832,641 SH   SOLE   2,832,641 0 0
PBF ENERGY INC CL A 69318G106 1,950 275,400 SH   SOLE   275,400 0 0
PDC ENERGY INC COM 69327R101 6,937 1,117,072 SH   SOLE   1,117,072 0 0
PHILLIPS 66 COM 718546104 23,170 431,872 SH   SOLE   431,872 0 0
PIONEER NAT RES CO COM 723787107 17,892 255,060 SH   SOLE   255,060 0 0
QUANTA SVCS INC COM 74762E102 679 21,400 SH   SOLE   21,400 0 0
SHERWIN WILLIAMS CO COM 824348106 3,742 8,144 SH   SOLE   8,144 0 0
SOUTHWESTERN ENERGY CO COM 845467109 3,130 1,851,900 SH   SOLE   1,851,900 0 0
TC ENERGY CORP COM 87807B107 6,974 157,436 SH   SOLE   157,436 0 0
TECHNIPFMC PLC COM G87110105 10,284 1,525,769 SH   SOLE   1,525,769 0 0
TENARIS S A SPONSORED ADS 88031M109 375 31,128 SH   SOLE   31,128 0 0
WILLIAMS COS INC COM 969457100 4,320 305,300 SH   SOLE   305,300 0 0
WPX ENERGY INC COM 98212B103 3,749 1,229,153 SH   SOLE   1,229,153 0 0