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
ALBEMARLE CORP COM COM 012653101 1,445 15,317 SH   SOLE   15,317 0 0
ANADARKO PETE COM 032511107 1,290 17,615 SH   SOLE   17,615 0 0
ANDEAVOR COM COM 03349M105 3,478 26,512 SH   SOLE   26,512 0 0
BRISTOW GROUP INC COM COM 110394103 379 26,878 SH   SOLE   26,878 0 0
C&J ENERGY SVCS INC NE COM COM 12674R100 493 20,895 SH   SOLE   20,895 0 0
CABOT OIL & GAS CORP COM COM 127097103 3,369 141,540 SH   SOLE   141,540 0 0
CALFRAC WELL SRVCS LTD COM COM 129584108 164 38,859 SH   SOLE   38,859 0 0
CHENIERE ENERGY INC COM NEW COM 16411R208 1,715 26,310 SH   SOLE   26,310 0 0
CONCHO RES INC COM COM 20605P101 3,033 21,925 SH   SOLE   21,925 0 0
CORE LABORATORIES N V COM COM N22717107 2,267 17,961 SH   SOLE   17,961 0 0
DIAMONDBACK ENERGY INC COM COM 25278X109 1,615 12,275 SH   SOLE   12,275 0 0
DRIL-QUIP INC COM COM 262037104 3,715 72,273 SH   SOLE   72,273 0 0
ENSCO PLC SHS CLASS A COM G3157S106 4,253 585,785 SH   SOLE   585,785 0 0
EOG RES INC COM COM 26875P101 6,700 53,843 SH   SOLE   53,843 0 0
EVI WEATHERFORD INC COM G48833100 537 163,154 SH   SOLE   163,154 0 0
FIRST SOLAR INC COM COM 336433107 1,996 37,908 SH   SOLE   37,908 0 0
FORUM ENERGY TECHNOLOG COM COM 34984V100 4,858 393,383 SH   SOLE   393,383 0 0
GULFPORT ENERGY CORP COM NEW COM 402635304 1,534 122,005 SH   SOLE   122,005 0 0
HALLIBURTON CO COM 406216101 12,777 283,553 SH   SOLE   283,553 0 0
HELIX ENERGY SOLU GRP COM COM 42330P107 5,835 700,480 SH   SOLE   700,480 0 0
HELMERICH & PAYNE INC COM COM 423452101 6,545 102,648 SH   SOLE   102,648 0 0
LIBERTY OILFIELD SVCS COM CL A COM 53115L104 1,223 65,305 SH   SOLE   65,305 0 0
MAMMOTH ENERGY SVCS IN COM COM 56155L108 591 17,390 SH   SOLE   17,390 0 0
NABORS INDUSTRIES COM G6359F103 1,792 279,617 SH   SOLE   279,617 0 0
NATIONAL OILWELL VARCO COM COM 637071101 7,712 177,699 SH   SOLE   177,699 0 0
NCS MULTISTAGE HLDGS I COM COM 628877102 259 17,830 SH   SOLE   17,830 0 0
NEWFIELD EXPL CO COM COM 651290108 1,700 56,207 SH   SOLE   56,207 0 0
NOBLE DRILLING CORP COM COM G65431101 4,948 781,676 SH   SOLE   781,676 0 0
OCEANEERING INTL INC COM COM 675232102 6,273 246,388 SH   SOLE   246,388 0 0
OIL STS INTL INC COM COM 678026105 6,910 215,271 SH   SOLE   215,271 0 0
PATTERSON UTI ENERGY COM COM 703481101 6,726 373,655 SH   SOLE   373,655 0 0
PHILLIPS 66 COM COM 718546104 2,439 21,720 SH   SOLE   21,720 0 0
PIONEER ENERGY SVCS CO COM COM 723664108 1,528 261,209 SH   SOLE   261,209 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 4,535 23,963 SH   SOLE   23,963 0 0
PRECISION DRILLING CP COM COM 74022D308 1,183 356,342 SH   SOLE   356,342 0 0
PROPETRO HLDG CORP COM COM 74347M108 313 19,939 SH   SOLE   19,939 0 0
ROWAN COS INC COM G7665A101 4,477 276,042 SH   SOLE   276,042 0 0
SCHLUMBERGER LTD COM 806857108 7,166 106,911 SH   SOLE   106,911 0 0
SELECT ENERGY SVCS INC CL A CO COM 81617J301 467 32,150 SH   SOLE   32,150 0 0
SOLARIS OILFIELD INFRS COM CL COM 83418M103 1,766 123,560 SH   SOLE   123,560 0 0
SUPERIOR ENERGY SVCS COM COM 868157108 5,150 528,767 SH   SOLE   528,767 0 0
TECHNIPFMC PLC COM COM G87110105 5,967 188,006 SH   SOLE   188,006 0 0
TENARIS S A SPONSORED ADR COM 88031M109 7,165 196,890 SH   SOLE   196,890 0 0
TETRA TECHNOLOGIES DEL COM COM 88162F105 105 23,500 SH   SOLE   23,500 0 0
TRANSOCEAN SEDCO FOREX COM H8817H100 2,582 192,150 SH   SOLE   192,150 0 0
TRICAN WELL SVC LTD COM COM 895945103 96 42,427 SH   SOLE   42,427 0 0
U S SILICA HLDGS INC COM COM 90346E103 3,987 155,178 SH   SOLE   155,178 0 0
VALERO ENERGY CORP NEW COM COM 91913Y100 4,099 36,988 SH   SOLE   36,988 0 0
WPX ENERGY INC COM COM 98212B103 2,970 164,750 SH   SOLE   164,750 0 0
ISHARES TR DJ OIL EQUIP COM 464288844 1,092 29,900 SH   SOLE   29,900 0 0
ISHARES TR DJ OIL&GAS EXP COM 464288851 799 10,750 SH   SOLE   10,750 0 0