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
3M CO Common Stock 88579Y101 3,107 13,200 SH   SOLE   13,200 0 0
ADV MICRO DEVICE Common Stock 007903107 596 58,000 SH   SOLE   58,000 0 0
AIR PRODS & CHEM Common Stock 009158106 410 2,500 SH   SOLE   2,500 0 0
ALLETE INC Common Stock 018522300 706 9,500 SH   SOLE   9,500 0 0
ALPHABET INC-A CAP STK CL A 02079K305 1,369 1,300 SH   SOLE   1,300 0 0
ALTRIA GROUP INC Common Stock 02209S103 6,713 94,000 SH   SOLE   94,000 0 0
ANADARKO PETROLE Common Stock 032511107 3,218 60,000 SH   SOLE   60,000 0 0
ANDEAVOR Common Stock 03349M105 18,294 160,000 SH   SOLE   160,000 0 0
APPLE INC Common Stock 037833100 338 2,000 SH   SOLE   2,000 0 0
ARCHROCK INC Common Stock 03957W106 3,150 300,000 SH   SOLE   300,000 0 0
AT&T INC Common Stock 00206R102 8,942 230,000 SH   SOLE   230,000 0 0
BAKER HUGHES A CL A 05722G100 5,062 160,000 SH   SOLE   160,000 0 0
BANK OF AMERICA Common Stock 060505104 679 23,000 SH   SOLE   23,000 0 0
BECTON DICKINSON Common Stock 075887109 749 3,500 SH   SOLE   3,500 0 0
BEST BUY CO INC Common Stock 086516101 685 10,000 SH   SOLE   10,000 0 0
BLACKROCK INC Common Stock 09247X101 1,798 3,500 SH   SOLE   3,500 0 0
BP PLC-ADR SPONSORED ADR 055622104 2,328 55,400 SH   SOLE   55,400 0 0
CALLON PETROLEUM Common Stock 13123X102 11,543 950,000 SH   SOLE   950,000 0 0
CAMPBELL SOUP CO Common Stock 134429109 914 19,000 SH   SOLE   19,000 0 0
CANADIAN PACIFIC Common Stock 13645T100 11,879 65,000 SH   SOLE   65,000 0 0
CATERPILLAR INC Common Stock 149123101 867 5,500 SH   SOLE   5,500 0 0
CELGENE CORP Common Stock 151020104 626 6,000 SH   SOLE   6,000 0 0
CENTERPOINT ENER Common Stock 15189T107 9,642 340,000 SH   SOLE   340,000 0 0
CF INDUSTRIES HO Common Stock 125269100 85 2,000 SH   SOLE   2,000 0 0
CHENIERE ENERGY Common Stock 16411R208 2,692 50,000 SH   SOLE   50,000 0 0
CHEVRON CORP Common Stock 166764100 2,836 22,650 SH   SOLE   22,650 0 0
CIMAREX ENERGY C Common Stock 171798101 6,711 55,000 SH   SOLE   55,000 0 0
CISCO SYSTEMS Common Stock 17275R102 1,915 50,000 SH   SOLE   50,000 0 0
CME GROUP INC CL A 12572Q105 4,265 29,200 SH   SOLE   29,200 0 0
COCA-COLA CO/THE Common Stock 191216100 6,286 137,000 SH   SOLE   137,000 0 0
COMPASS MINERALS Common Stock 20451N101 152 2,100 SH   SOLE   2,100 0 0
CONS EDISON INC Common Stock 209115104 1,954 23,000 SH   SOLE   23,000 0 0
CONTINENTAL RES Common Stock 212015101 9,270 175,000 SH   SOLE   175,000 0 0
CORE LABS NV Common Stock N22717107 8,216 75,000 SH   SOLE   75,000 0 0
COVANTA HOLDING Common Stock 22282E102 980 58,000 SH   SOLE   58,000 0 0
DEERE & CO Common Stock 244199105 704 4,500 SH   SOLE   4,500 0 0
DIAMONDBACK ENER Common Stock 25278X109 22,725 180,000 SH   SOLE   180,000 0 0
DOMINION RES/VA Common Stock 25746U109 4,458 55,000 SH   SOLE   55,000 0 0
DUKE ENERGY CORP Common Stock 26441C204 3,449 41,000 SH   SOLE   41,000 0 0
EMERSON ELEC CO Common Stock 291011104 2,788 40,000 SH   SOLE   40,000 0 0
ENBRIDGE INC Common Stock 29250N105 15,351 392,500 SH   SOLE   392,500 0 0
ENTERGY CORP Common Stock 29364G103 81 1,000 SH   SOLE   1,000 0 0
EOG RESOURCES Common Stock 26875P101 5,719 53,000 SH   SOLE   53,000 0 0
EXELON CORP Common Stock 30161N101 631 16,000 SH   SOLE   16,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 15,532 185,700 SH   SOLE   185,700 0 0
FACEBOOK INC-A CL A 30303M102 353 2,000 SH   SOLE   2,000 0 0
FAIRMOUNT SANTRO Common Stock 30555Q108 1,464 280,000 SH   SOLE   280,000 0 0
FEDEX CORP Common Stock 31428X106 374 1,500 SH   SOLE   1,500 0 0
FLOTEK INDS Common Stock 343389102 1,771 380,000 SH   SOLE   380,000 0 0
FORUM ENERGY TEC Common Stock 34984V100 11,818 760,000 SH   SOLE   760,000 0 0
GENERAL MILLS IN Common Stock 370334104 1,957 33,000 SH   SOLE   33,000 0 0
GENUINE PARTS CO Common Stock 372460105 2,850 30,000 SH   SOLE   30,000 0 0
HALLIBURTON CO Common Stock 406216101 20,037 410,000 SH   SOLE   410,000 0 0
HELMERICH & PAYN Common Stock 423452101 162 2,500 SH   SOLE   2,500 0 0
HESS CORP Common Stock 42809H107 3,323 70,000 SH   SOLE   70,000 0 0
HOLLYFRONTIER CO Common Stock 436106108 41 800 SH   SOLE   800 0 0
HOME DEPOT INC Common Stock 437076102 663 3,500 SH   SOLE   3,500 0 0
HP INC Common Stock 40434L105 588 28,000 SH   SOLE   28,000 0 0
IBM Common Stock 459200101 3,836 25,000 SH   SOLE   25,000 0 0
INDEPENDENCE CON Common Stock 453415309 2,070 520,000 SH   SOLE   520,000 0 0
INGERSOLL-RAND SHS G47791101 535 6,000 SH   SOLE   6,000 0 0
INTEL CORP Common Stock 458140100 1,108 24,000 SH   SOLE   24,000 0 0
JOHNSON&JOHNSON Common Stock 478160104 5,729 41,000 SH   SOLE   41,000 0 0
JPMORGAN CHASE Common Stock 46625H100 1,711 16,000 SH   SOLE   16,000 0 0
KEANE GROUP INC Common Stock 48669A108 7,224 380,000 SH   SOLE   380,000 0 0
KIMBERLY-CLARK Common Stock 494368103 8,386 69,500 SH   SOLE   69,500 0 0
KINDER MORGAN IN Common Stock 49456B101 17,438 965,000 SH   SOLE   965,000 0 0
KRAFT HEINZ CO/T Common Stock 500754106 933 12,000 SH   SOLE   12,000 0 0
LOCKHEED MARTIN Common Stock 539830109 5,779 18,000 SH   SOLE   18,000 0 0
LOWE'S COS INC Common Stock 548661107 669 7,200 SH   SOLE   7,200 0 0
LYONDELLBASELL-A SHS -A- N53745100 2,063 18,700 SH   SOLE   18,700 0 0
MCDONALDS CORP Common Stock 580135101 4,819 28,000 SH   SOLE   28,000 0 0
MERCK & CO Common Stock 58933Y105 2,926 52,000 SH   SOLE   52,000 0 0
MERCURY GEN CORP Common Stock 589400100 3,527 66,000 SH   SOLE   66,000 0 0
NVIDIA CORP Common Stock 67066G104 484 2,500 SH   SOLE   2,500 0 0
OCCIDENTAL PETE Common Stock 674599105 3,580 48,600 SH   SOLE   48,600 0 0
OGE ENERGY CORP Common Stock 670837103 8,228 250,000 SH   SOLE   250,000 0 0
OLD REPUB INTL Common Stock 680223104 2,908 136,000 SH   SOLE   136,000 0 0
ONEOK INC Common Stock 682680103 25,758 481,900 SH   SOLE   481,900 0 0
PARSLEY ENERGY-A CL A 701877102 19,283 655,000 SH   SOLE   655,000 0 0
PATTERSON-UTI Common Stock 703481101 5,983 260,000 SH   SOLE   260,000 0 0
PBF ENERGY INC-A CL A 69318G106 71 2,000 SH   SOLE   2,000 0 0
PEMBINA PIPELINE Common Stock 706327103 217 6,000 SH   SOLE   6,000 0 0
PEOPLE'S UNITED Common Stock 712704105 3,329 178,000 SH   SOLE   178,000 0 0
PEPSICO INC Common Stock 713448108 5,217 43,500 SH   SOLE   43,500 0 0
PFIZER INC Common Stock 717081103 5,216 144,000 SH   SOLE   144,000 0 0
PHILIP MORRIS IN Common Stock 718172109 3,064 29,000 SH   SOLE   29,000 0 0
PHILLIPS 66 Common Stock 718546104 16,184 160,000 SH   SOLE   160,000 0 0
PIONEER NATURAL Common Stock 723787107 19,878 115,000 SH   SOLE   115,000 0 0
PNC FINANCIAL SE Common Stock 693475105 505 3,500 SH   SOLE   3,500 0 0
PRAXAIR INC Common Stock 74005P104 340 2,200 SH   SOLE   2,200 0 0
PROCTER & GAMBLE Common Stock 742718109 7,167 78,000 SH   SOLE   78,000 0 0
PROPETRO HOLDING Common Stock 74347M108 20,160 1,000,000 SH   SOLE   1,000,000 0 0
QUALCOMM INC Common Stock 747525103 3,969 62,000 SH   SOLE   62,000 0 0
ROYAL DUTCH-ADR SPON ADR B 780259107 2,288 33,500 SH   SOLE   33,500 0 0
RPC INC Common Stock 749660106 16,850 660,000 SH   SOLE   660,000 0 0
RSP Permian Inc Common Stock 74978Q105 7,322 180,000 SH   SOLE   180,000 0 0
S&P GLOBAL INC Common Stock 78409V104 508 3,000 SH   SOLE   3,000 0 0
SCHLUMBERGER LTD Common Stock 806857108 13,930 206,700 SH   SOLE   206,700 0 0
SEMGROUP CORP-A CL A 81663A105 7,490 248,000 SH   SOLE   248,000 0 0
SMART SAND INC Common Stock 83191H107 1,039 120,000 SH   SOLE   120,000 0 0
SONOCO PRODUCTS Common Stock 835495102 1,063 20,000 SH   SOLE   20,000 0 0
SOUTHERN CO Common Stock 842587107 4,511 93,800 SH   SOLE   93,800 0 0
STARBUCKS CORP Common Stock 855244109 1,149 20,000 SH   SOLE   20,000 0 0
STATOIL ASA-ADR SPONSORED ADR 85771P102 28 1,300 SH   SOLE   1,300 0 0
TARGET CORP Common Stock 87612E106 1,566 24,000 SH   SOLE   24,000 0 0
TETRA TECHNOLOGI Common Stock 88162F105 256 60,000 SH   SOLE   60,000 0 0
THERMO FISHER Common Stock 883556102 1,614 8,500 SH   SOLE   8,500 0 0
TOTAL SA-SP ADR SPONSORED ADR 89151E109 199 3,600 SH   SOLE   3,600 0 0
TRANSCANADA CORP Common Stock 89353D107 8,911 183,200 SH   SOLE   183,200 0 0
UNITED BANKSHS Common Stock 909907107 1,008 29,000 SH   SOLE   29,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 551 2,500 SH   SOLE   2,500 0 0
US BANCORP Common Stock 902973304 1,018 19,000 SH   SOLE   19,000 0 0
US SILICA HOLDIN Common Stock 90346E103 18,885 580,000 SH   SOLE   580,000 0 0
VALERO ENERGY Common Stock 91913Y100 6,893 75,000 SH   SOLE   75,000 0 0
VERIZON COMMUNIC Common Stock 92343V104 7,146 135,000 SH   SOLE   135,000 0 0
VF CORP Common Stock 918204108 1,628 22,000 SH   SOLE   22,000 0 0
VISA INC-CLASS A Common Stock 92826C839 1,596 14,000 SH   SOLE   14,000 0 0
VODAFONE GRP-ADR SPONSORED ADR 92857W308 1,148 36,000 SH   SOLE   36,000 0 0
WALT DISNEY CO Common Stock 254687106 430 4,000 SH   SOLE   4,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 604 7,000 SH   SOLE   7,000 0 0
WEC ENERGY GROUP Common Stock 92939U106 1,993 30,000 SH   SOLE   30,000 0 0
WELLS FARGO & CO Common Stock 949746101 1,881 31,000 SH   SOLE   31,000 0 0
WESTLAKE CHEMICA Common Stock 960413102 2,450 23,000 SH   SOLE   23,000 0 0
WILLIAMS COS INC Common Stock 969457100 20,315 666,300 SH   SOLE   666,300 0 0