Luminus Management 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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
AECOM	COM	00766T100	80,420	2,434,759	SH		SOLE		2,434,759	0	0
AIR PRODUCTS & CHEMICALS INC	COM	009158106	299,872	1,925,589	SH		SOLE		1,925,589	0	0
AMERICAN WATER WORKS CO, INC.	COM	030420103	17,573	205,816	SH		SOLE		205,816	0	0
ASHLAND GLOBAL HOLDINGS INC.	COM	044186104	218,608	2,796,213	SH		SOLE		2,796,213	0	0
BADGER DAYLIGHTING LTD	COM	05651W209	120	5,000	SH		SOLE		5,000	0	0
BAYTEX ENERGY CORP.	COM	07317Q105	33,774	10,144,900	SH		SOLE		10,144,900	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	296,967	6,464,263	SH		SOLE		6,464,263	0	0
C.H. ROBINSON WORLDWIDE, INC.	COM	12541W209	104,828	1,253,027	SH		SOLE		1,253,027	0	0
CALLON PETROLEUM CO	COM	13123X102	71,105	6,620,618	SH		SOLE		6,620,618	0	0
COMMERCIAL METALS CO	COM	201723103	9,890	468,521	SH		SOLE		468,521	0	0
DOMINION ENERGY INC	COM	25746U109	36,919	541,493	SH		SOLE		541,493	0	0
DOWDUPONT INC.	COM	26078J100	89,407	1,356,292	SH		SOLE		1,356,292	0	0
EP ENERGY CORPORATION	CL A	268785102	2,250	750,000	SH		SOLE		750,000	0	0
EASTMAN CHEMICAL COMPANY	COM	277432100	10,004	100,080	SH		SOLE		100,080	0	0
EDISON INTERNATIONAL	COM	281020107	26,771	423,130	SH		SOLE		423,130	0	0
EXTRACTION OIL & GAS INC	COM	30227M105	93,560	6,368,945	SH		SOLE		6,368,945	0	0
FERRO CORPORATION	COM	315405100	55,525	2,663,037	SH		SOLE		2,663,037	0	0
FORTIVE CORPORATION	COM	34959J108	30,754	398,829	SH		SOLE		398,829	0	0
GRAN TIERRA ENERGY INC.	COM	38500T101	71,719	20,788,164	SH		SOLE		20,788,164	0	0
HELIX ENERGY SOLUTNS GROUP INC	COM	42330P107	3,765	451,980	SH		SOLE		451,980	0	0
NRG ENERGY, INC.	COM	629377508	57,916	1,886,522	SH		SOLE		1,886,522	0	0
NUCOR CORPORATION	COM	670346105	132,895	2,126,324	SH		SOLE		2,126,324	0	0
OASIS PETROLEUM INC	COM	674215108	2,594	200,000	SH		SOLE		200,000	0	0
OBSIDIAN ENERGY LTD	COM	674482104	2,623	2,321,200	SH		SOLE		2,321,200	0	0
PPL CORPORATION	COM	69351T106	176,707	6,189,367	SH		SOLE		6,189,367	0	0
PARSLEY ENERGY, INC.	CL A	701877102	49,456	1,633,291	SH		SOLE		1,633,291	0	0
PQ GROUP HOLDINGS INC.	COM	73943T103	6,875	381,956	SH		SOLE		381,956	0	0
RELIANCE STEEL & ALUMINUM CO	COM	759509102	81,842	934,905	SH		SOLE		934,905	0	0
ROADRUNNER TRNSN SVCS HLDG I	COM	76973Q105	416	199,021	SH		SOLE		199,021	0	0
SELECT ENERGY SERVICES INC	CL A COM	81617J301	16,514	1,136,532	SH		SOLE		1,136,532	0	0
STANTEC INCORPORATED	COM	85472N109	61,695	2,403,011	SH		SOLE		2,403,011	0	0
SUMMIT MATERIALS, INC.	CL A	86614U100	55,657	2,120,263	SH		SOLE		2,120,263	0	0
TIMKENSTEEL CORPORATION	COM	887399103	16,051	981,708	SH		SOLE		981,708	0	0
UNITED PARCEL SERVICE	CL B	911312106	20,600	193,918	SH		SOLE		193,918	0	0
VISTRA ENERGY CORP.	COM	92840M102	133,786	5,654,542	SH		SOLE		5,654,542	0	0
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION	COM	929740108	54,062	548,416	SH		SOLE		548,416	0	0
EATON CORP PLC	SHS	G29183103	13,381	179,034	SH		SOLE		179,034	0	0
ENSCO PLC	SHS CLASS A	G3157S106	22,968	3,163,622	SH		SOLE		3,163,622	0	0
NOBLE CORP PLC	SHS USD	G65431101	17,582	2,777,624	SH		SOLE		2,777,624	0	0
VENATOR MATLS PLC	SHS	G9329Z100	69,168	4,227,858	SH		SOLE		4,227,858	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	24,882	1,851,365	SH		SOLE		1,851,365	0	0
TRONOX LTD	SHS CL A	Q9235V101	36,815	1,870,683	SH		SOLE		1,870,683	0	0
TEEKAY OFFSHORE PARTNERS L.P.	PARTNERSHIP UN	Y8565J101	26,237	9,938,496	SH		SOLE		9,938,496	0	0
AK STL HLDG CORP	COM	001547108	1,728	398,076	SH		SOLE		398,076	0	0
ADVANTAGE OIL & GAS LTD.	COM	00765F101	7,410	2,375,000	SH		SOLE		2,375,000	0	0
ANDEAVOR	COM	03349M105	4,995	38,076	SH		SOLE		38,076	0	0
ATMOS ENERGY CORP	COM	049560105	36,777	408,000	SH		SOLE		408,000	0	0
CABOT OIL & GAS CORPORATION	COM	127097103	223,187	9,377,624	SH		SOLE		9,377,624	0	0
CELANESE CORP DEL	COM SER A	150870103	10,058	90,560	SH		SOLE		90,560	0	0
CENOVUS ENERGY INC	COM	15135U109	26,553	2,557,500	SH		SOLE		2,557,500	0	0
FIRST SOLAR, INC	COM	336433107	68,067	1,292,562	SH		SOLE		1,292,562	0	0
MRC GLOBAL IN	COM	55345K103	75,674	3,492,137	SH		SOLE		3,492,137	0	0
NISOURCE INC	COM	65473P105	18,204	692,698	SH		SOLE		692,698	0	0
PG&E CORP	COM	69331C108	33,941	797,482	SH		SOLE		797,482	0	0
RYERSON HLDG CORP	COM	783754104	11,100	995,499	SH		SOLE		995,499	0	0
TIMKEN CO	COM	887389104	687	15,782	SH		SOLE		15,782	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	55,105	611,871	SH		SOLE		611,871	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	169,723	2,146,221	SH		SOLE		2,146,221	0	0
WARRIOR MET COAL INC	COM	93627C101	62,190	2,255,723	SH		SOLE		2,255,723	0	0
AMERICAN ELEC PWR INC	COM	025537101	82,786	1,195,458	SH		SOLE		1,195,458	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	1,725	37,635	SH		SOLE		37,635	0	0
AXALTA COATING SYS LTD	COM	G0750C108	18,642	615,034	SH		SOLE		615,034	0	0
CANADIAN NATL RY CO	COM	136375102	19	227	SH		SOLE		227	0	0
CATERPILLAR INC DEL	COM	149123101	17,655	130,132	SH		SOLE		130,132	0	0
CIMAREX ENERGY CO	COM	171798101	5,087	50,000	SH		SOLE		50,000	0	0
DEERE & CO	COM	244199105	6,456	46,177	SH		SOLE		46,177	0	0
F M C CORP	COM NEW	302491303	10,823	121,317	SH		SOLE		121,317	0	0
GATES INDUSTRIAL CORPORATION PLC	ORD SHS	G39108108	1,099	67,544	SH		SOLE		67,544	0	0
INFRA AND ENERGY ALTRNTIVE INC	COM	45686J104	1,280	137,500	SH		SOLE		137,500	0	0
JACOBS ENGR GROUP INC DEL	COM	469814107	3,177	50,044	SH		SOLE		50,044	0	0
MOSAIC CO NEW	COM	61945C103	2,704	96,400	SH		SOLE		96,400	0	0
NEXTERA ENERGY INC	COM	65339F101	9,417	56,379	SH		SOLE		56,379	0	0
OCEAN RIG UDW INC	COM CL A	G66964118	17,105	580,213	SH		SOLE		580,213	0	0
ROWAN COMPANIES PLC	SHS CL A	G7665A101	48,023	2,960,719	SH		SOLE		2,960,719	0	0
UNITED STATES STEEL CORP NEW	COM	912909108	86,580	2,491,501	SH		SOLE		2,491,501	0	0
LYONDELLBASELL INDUSTRIES N	SHS A	N53745100	20,774	189,115	SH		SOLE		189,115	0	0
ANDERSONS INC	COM	034164103	239	7,000	SH		SOLE		7,000	0	0
APPLE HOSPITALITY REIT INC	COM NEW	03784Y200	1,118	62,507	SH		SOLE		62,507	0	0
AZUL S.A. SPONSORED ADR CMN	COM	05501U106	1,636	100,000	SH		SOLE		100,000	0	0
CANADA GOOSE HOLDINGS INC	SHS SUB VTG	135086106	4,120	70,000	SH		SOLE		70,000	0	0
CANADIAN NATURAL RESOURCES CMN	COM	136385101	18,035	500,000	SH		SOLE		500,000	0	0
CANADIAN SOLAR INC	COM	136635109	6,581	537,700	SH		SOLE		537,700	0	0
COMSCORE, INC	COM	20564W105	3,733	171,259	SH		SOLE		171,259	0	0
CONCHO RESOURCES INC	COM	20605P101	5,888	42,559	SH		SOLE		42,559	0	0
ECOLAB INC	COM	278865100	10,037	71,524	SH		SOLE		71,524	0	0
EL PASO ELEC CO	COM NEW	283677854	3,546	60,000	SH		SOLE		60,000	0	0
ENERGEN CORP	COM	29265N108	2,577	35,383	SH		SOLE		35,383	0	0
ENTERGY CORPORATION	COM	29364G103	110,530	1,368,104	SH		SOLE		1,368,104	0	0
ESSENTIAL PROPERTIES REALTY TRUST, INC.	COM	29670E107	4,062	300,000	SH		SOLE		300,000	0	0
EVERGY INC	COM	30034W106	8,037	143,142	SH		SOLE		143,142	0	0
FORTUNE BRANDS HOME & SECURITY	COM	34964C106	6,711	125,000	SH		SOLE		125,000	0	0
GRAFTECH INTERNATIONAL LTD	COM	384313508	11,974	665,570	SH		SOLE		665,570	0	0
GRAPHIC PACKAGING HLDGCO	COM	388689101	30,915	2,130,604	SH		SOLE		2,130,604	0	0
GREEN PLAINS INC	COM	393222104	1	15	SH		SOLE		15	0	0
HD SUPPLY HOLDINGS, INC.	COM	40416M105	7,506	175,000	SH		SOLE		175,000	0	0
HALCON RESOURCES CORPORATION	COM	40537Q605	10,785	2,456,700	SH		SOLE		2,456,700	0	0
KINDER MORGAN INC DEL	COM	49456B101	19,185	1,085,700	SH		SOLE		1,085,700	0	0
LAREDO PETROLEUM INC	COM	516806106	2,886	300,000	SH		SOLE		300,000	0	0
MAMMOTH ENERGY SERVICES, INC	COM	56155L108	7,578	223,133	SH		SOLE		223,133	0	0
MARATHON PETROLEUM CORPORATION	COM	56585A102	60,277	859,137	SH		SOLE		859,137	0	0
MCDERMOTT INTERNATIONAL, INC	COM	580037703	45,791	2,330,318	SH		SOLE		2,330,318	0	0
NUTRIEN LTD.	COM	67077M108	1,034	19,013	SH		SOLE		19,013	0	0
PBF ENERGY INC	COM	69318G106	5,394	128,634	SH		SOLE		128,634	0	0
PINNACLE WEST CAPITAL CORP	COM	723484101	14,408	178,848	SH		SOLE		178,848	0	0
RPM INTERNATIONAL INC	COM	749685103	5,832	100,000	SH		SOLE		100,000	0	0
RYDER SYSTEM INC	COM	783549108	37,626	523,611	SH		SOLE		523,611	0	0
SCHLUMBERGER LTD	COM	806857108	5,027	75,000	SH		SOLE		75,000	0	0
SEMPRA ENERGY	COM	816851109	31,466	271,000	SH		SOLE		271,000	0	0
STARS GROUP INC. (THE )	COM	85570W100	5,445	150,000	SH		SOLE		150,000	0	0
TELLURIAN, INC.	COM	87968A104	3,536	425,000	SH		SOLE		425,000	0	0
TRANSLATE BIO, INC.	COM	89374L104	1,925	152,163	SH		SOLE		152,163	0	0
TURQUOISE HILL RESOURCES LTD	COM	900435108	1,136	400,000	SH		SOLE		400,000	0	0
UNITI GROUP INC.	COM	91325V108	2,404	120,000	SH		SOLE		120,000	0	0
VALE S.A. ADR	COM	91912E105	13,629	1,063,100	SH		SOLE		1,063,100	0	0
WEATHERFORD INTERNATIONAL PLC CMN	COM	G48833100	2,139	650,000	SH		SOLE		650,000	0	0
MEIRAGTX HOLDINGS PLC CMN	COM	G59665102	2,267	197,800	SH		SOLE		197,800	0	0
NVENT ELECTRIC PUBLIC LIMITED COMPANY	COM	G6700G107	2,144	85,409	SH		SOLE		85,409	0	0
PAGSEGURO DIGITAL LTD. CLASS A	COM	G68707101	1,966	70,863	SH		SOLE		70,863	0	0
ORION ENGINEERED CARBONS S.A. CMN	COM	L72967109	1	10	SH		SOLE		10	0	0
PHILLIPS 66 ORD SHS	COM	718546104	30,197	268,869	SH		SOLE		268,869	0	0
FLOWSERVE CORP	COM	34354P105	478	11,824	SH		SOLE		11,824	0	0
JINKOSOLAR HOLDING CO-ADR	COM	47759T100	2,289	166,253	SH		SOLE		166,253	0	0
SHAWCOR LTD	COM	820439107	223	11,500	SH		SOLE		11,500	0	0
RUSSEL METALS INC	COM	781903604	640	31,300	SH		SOLE		31,300	0	0
PARAMOUNT RESOURCES LTD -A	COM	699320206	467	41,200	SH		SOLE		41,200	0	0
MASCO CORP	COM	574599106	2,286	61,086	SH		SOLE		61,086	0	0
DELEK US HOLDINGS INC	COM	24665A103	3,189	63,572	SH		SOLE		63,572	0	0
MEG ENERGY CORP	COM	552704108	1,669	200,000	SH		SOLE		200,000	0	0
DAQO NEW ENERGY CORP-ADR	COM	23703Q203	8,601	242,000	SH		SOLE		242,000	0	0
TREVALI MINING CORP	COM	89531J109	607	886,000	SH		SOLE		886,000	0	0
CALL/BERY @ 52.5 EXP 09/21/2018	CALL	08579W103	6	103	SH	Call	SOLE		103	0	0
PUT/EC @ 15 EXP 08/17/2018	PUT	279158109	27	2,677	SH	Put	SOLE		2,677	0	0
PUT/SPY @ 255 EXP 01/18/2019	PUT	78462F103	1,719	2,475	SH	Put	SOLE		2,475	0	0
WTS/VISTRA ENERGY CORP. 35.0000 EXP02/02/2024	WTS	92840M128	215	176,593	SH		SOLE		176,593	0	0
ASH US 07/18 C80.00	CALL	044186104	5	44	SH	Call	SOLE		44	0	0
CVRR US 01/20 P30.00	PUT	12663P107	58	50	SH	Put	SOLE		50	0	0
EC US 08/18 P15.00	PUT	279158109	1	75	SH	Put	SOLE		75	0	0
BERY US 09/18 C52.50	CALL	08579W103	21	378	SH	Call	SOLE		378	0	0
CVRR US 01/20 P35.00	PUT	12663P107	1,337	849	SH	Put	SOLE		849	0	0
ASH US 07/18 C85.00	CALL	044186104	23	1,000	SH	Call	SOLE		1,000	0	0
PCG US 07/18 P35.00	PUT	69331C108	71	1,771	SH	Put	SOLE		1,771	0	0
CRZO US 10/18 P25.00	PUT	144577103	375	2,000	SH	Put	SOLE		2,000	0	0
EC US 08/18 P17.50	PUT	279158109	69	2,298	SH	Put	SOLE		2,298	0	0
SPY US 03/19 P265.00	PUT	78462F103	2,763	2,476	SH	Put	SOLE		2,476	0	0
XLI US 12/18 P72.00	PUT	81369Y704	1,033	2,950	SH	Put	SOLE		2,950	0	0
XOG US 09/18 C20.00	CALL	30227M105	103	3,441	SH	Call	SOLE		3,441	0	0
COG US 07/18 C24.00	CALL	127097103	265	3,924	SH	Call	SOLE		3,924	0	0
XLI US 09/18 P72.00	PUT	81369Y704	1,098	4,500	SH	Put	SOLE		4,500	0	0
SPY US 09/18 P274.00	PUT	78462F103	3,667	4,683	SH	Put	SOLE		4,683	0	0
AR US 08/18 P17.50	PUT	03674X106	48	4,797	SH	Put	SOLE		4,797	0	0
USO US 07/18 P13.50	PUT	91232N108	12	4,975	SH	Put	SOLE		4,975	0	0
PCG US 07/18 P37.50	PUT	69331C108	430	5,372	SH	Put	SOLE		5,372	0	0
XOG US 09/18 C17.50	CALL	30227M105	548	8,123	SH	Call	SOLE		8,123	0	0
NE US 09/18 P5.00	PUT	G65431101	200	10,000	SH	Put	SOLE		10,000	0	0
USO US 08/18 P13.00	PUT	91232N108	90	15,000	SH	Put	SOLE		15,000	0	0
BERY US 12/18 C55.00	CALL	08579W103	2,333	22,223	SH	Call	SOLE		22,223	0	0