The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 PETE CORP | COM | 032511107 | 26,833 | 590,000 | SH | SOLE | 590,000 | 0 | 0 | ||
ANADARKO PETE CORP | COM | 032511107 | 9,096 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
BP PLC | SPONSORED ADR | 055622104 | 21,860 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
CABOT OIL & GAS CORP | COM | 127097103 | 7,178 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
CACTUS INC | CL A | 127203107 | 17,721 | 497,782 | SH | SOLE | 497,782 | 0 | 0 | ||
CALLON PETE CO DEL | COM | 13123X102 | 2,265 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
CANADIAN NAT RES LTD | COM | 136385101 | 16,500 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
CATERPILLAR INC DEL | COM | 149123101 | 8,807 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
CENOVUS ENERGY INC | COM | 15135U109 | 1,736 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
CHART INDS INC | COM PAR $0.01 | 16115Q308 | 15,780 | 174,325 | SH | SOLE | 174,325 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 17,245 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825C104 | 29,728 | 445,430 | SH | SOLE | 445,430 | 0 | 0 | ||
DHT HOLDINGS INC | SHS NEW | Y2065G121 | 2,565 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 3,147 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 17,049 | 167,918 | SH | SOLE | 167,918 | 0 | 0 | ||
ENSCO PLC | SHS CLASS A | G3157S106 | 4,323 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 23,280 | 800,000 | SH | Call | SOLE | 800,000 | 0 | 0 | |
FIRST SOLAR INC | COM | 336433107 | 10,026 | 189,750 | SH | SOLE | 189,750 | 0 | 0 | ||
GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 10,119 | 479,792 | SH | SOLE | 479,792 | 0 | 0 | ||
GREEN PLAINS INC | COM | 393222104 | 2,502 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
HELMERICH & PAYNE INC | COM | 423452101 | 12,136 | 218,436 | SH | SOLE | 218,436 | 0 | 0 | ||
JINKOSOLAR HLDG CO LTD | SPONSORED ADR | 47759T100 | 1,800 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
KEANE GROUP INC | COM | 48669A108 | 1,089 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
KIRBY CORP | COM | 497266106 | 12,769 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
MAGNOLIA OIL & GAS CORP | CL A | 559663109 | 5,100 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
MARATHON PETE CORP | COM | 56585A102 | 9,795 | 163,653 | SH | SOLE | 163,653 | 0 | 0 | ||
MARATHON PETE CORP | COM | 56585A102 | 17,955 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
NEWPARK RES INC | COM PAR $.01NEW | 651718504 | 928 | 101,328 | SH | SOLE | 101,328 | 0 | 0 | ||
NOBLE ENERGY INC | COM | 655044105 | 13,535 | 547,300 | SH | SOLE | 547,300 | 0 | 0 | ||
NORTHERN OIL AND GAS INC NEV | COM | 665531109 | 6,302 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
PATTERSON UTI ENERGY INC | COM | 703481101 | 10,866 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 7,614 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
PURE ACQUISITION CORP | CL A | 74621Q106 | 8,543 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
PURE ACQUISITION CORP | W EXP 04/17/2023 | 74621Q114 | 4,271 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
RENEWABLE ENERGY GROUP INC | COM NEW | 75972A301 | 10,588 | 482,158 | SH | SOLE | 482,158 | 0 | 0 | ||
ROYAL DUTCH SHELL PLC | SPONS ADR A | 780259206 | 37,554 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
SCHLUMBERGER LTD | COM | 806857108 | 3,896 | 89,425 | SH | SOLE | 89,425 | 0 | 0 | ||
SELECT ENERGY SERVICES INC | CL A COM | 81617J301 | 14,316 | 1,190,998 | SH | SOLE | 1,190,998 | 0 | 0 | ||
SPDR SERIES TRUST | S&P OILGAS EXP | 78464A730 | 4,611 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
SPDR SERIES TRUST | S&P OILGAS EXP | 78464A730 | 46,110 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
SUNCOR ENERGY INC NEW | COM | 867224107 | 16,046 | 494,781 | SH | SOLE | 494,781 | 0 | 0 | ||
SUNRUN INC | COM | 86771W105 | 2,812 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SUPERIOR ENERGY SVCS INC | COM | 868157108 | 2,087 | 446,810 | SH | SOLE | 446,810 | 0 | 0 | ||
TECHNIPFMC PLC | COM | G87110105 | 21,756 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
TPI COMPOSITES INC | COM | 87266J104 | 8,167 | 285,364 | SH | SOLE | 285,364 | 0 | 0 | ||
VALERO ENERGY CORP NEW | COM | 91913Y100 | 9,331 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
VIPER ENERGY PARTNERS LP | COM UNT RP INT | 92763M105 | 4,145 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
VIVINT SOLAR INC | COM | 92854Q106 | 9,756 | 1,963,001 | SH | SOLE | 1,963,001 | 0 | 0 | ||
WESTLAKE CHEM CORP | COM | 960413102 | 2,714 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
WORKHORSE GROUP INC | COM NEW | 98138J206 | 1,247 | 2,028,333 | SH | SOLE | 2,028,333 | 0 | 0 |