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
ACUITY BRANDS INC	COM	00508Y102	5,423	34,500	SH		SOLE		34,500	0	0
AECOM	COM	00766T100	96,989	2,969,657	SH		SOLE		2,969,657	0	0
AIR PRODUCTS & CHEMICALS INC	COM	009158106	287,643	1,721,899	SH		SOLE		1,721,899	0	0
AK STEEL HOLDING CORP	COM	001547108	5,174	1,055,976	SH		SOLE		1,055,976	0	0
ALTRA INDUSTRIAL MOTION CORP	COM	02208R106	4,873	118,000	SH		SOLE		118,000	0	0
AMERICAN ELECTRIC POWER	COM	025537101	54,229	765,082	SH		SOLE		765,082	0	0
ANADARKO PETROLEUM CORP	COM	032511107	15,134	224,500	SH		SOLE		224,500	0	0
ARCH COAL INC - A	COM	039380407	4,854	54,300	SH		SOLE		54,300	0	0
ARCHER-DANIELS-MIDLAND CO	COM	039483102	1,508	30,000	SH		SOLE		30,000	0	0
ARCONIC INC	COM	03965L100	3,997	181,600	SH		SOLE		181,600	0	0
ASHLAND GLOBAL HOLDINGS INC	COM	044186104	222,528	2,653,562	SH		SOLE		2,653,562	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	312,429	6,456,488	SH		SOLE		6,456,488	0	0
BHP BILLITON LTD-SPON ADR	ADR	088606108	8,268	165,891	SH		SOLE		165,891	0	0
BHP BILLITON PLC-ADR	ADR	05545E209	8,062	183,300	SH		SOLE		183,300	0	0
BJ'S WHOLESALE CLUB HOLDINGS	COM	05550J101	2,009	75,000	SH		SOLE		75,000	0	0
C.H. ROBINSON WORLDWIDE INC	COM	12541W209	84,301	860,913	SH		SOLE		860,913	0	0
CABOT OIL & GAS CORP	COM	127097103	210,457	9,345,319	SH		SOLE		9,345,319	0	0
CALLON PETROLEUM CO	COM	13123X102	66,612	5,555,596	SH		SOLE		5,555,596	0	0
CANADIAN NATL RAILWAY CO	COM	136375102	20	227	SH		SOLE		227	0	0
CANADIAN NATURAL RESOURCES	COM	136385101	14,891	455,800	SH		SOLE		455,800	0	0
CANADIAN SOLAR INC	COM	136635109	38,722	2,670,507	SH		SOLE		2,670,507	0	0
CATERPILLAR INC	COM	149123101	36,740	240,931	SH		SOLE		240,931	0	0
CENOVUS ENERGY INC	COM	15135U109	78,363	7,799,400	SH		SOLE		7,799,400	0	0
CENTERPOINT ENERGY INC	COM	15189T107	67,001	2,423,190	SH		SOLE		2,423,190	0	0
COMMERCIAL METALS CO	COM	201723103	13,245	645,451	SH		SOLE		645,451	0	0
CONCHO RESOURCES INC	COM	20605P101	18,299	119,800	SH		SOLE		119,800	0	0
CONSOL ENERGY INC	COM	20854L108	6,919	169,536	SH		SOLE		169,536	0	0
CRISPR THERAPEUTICS AG	COM	H17182108	5,974	134,700	SH		SOLE		134,700	0	0
DELEK US HOLDINGS INC	COM	24665A103	11,125	262,198	SH		SOLE		262,198	0	0
DIEBOLD NIXDORF INC	COM	253651103	1,125	250,000	SH		SOLE		250,000	0	0
DOMINION ENERGY INC	COM	25746U109	56,783	807,956	SH		SOLE		807,956	0	0
DOVER CORP	COM	260003108	7,746	87,500	SH		SOLE		87,500	0	0
DOWDUPONT INC	COM	26078J100	18,201	283,014	SH		SOLE		283,014	0	0
DUKE ENERGY CORP	COM	26441C204	137,270	1,715,451	SH		SOLE		1,715,451	0	0
EL PASO ELECTRIC CO	COM	283677854	3,432	60,000	SH		SOLE		60,000	0	0
ENCANA CORP	COM	292505104	17,956	1,369,121	SH		SOLE		1,369,121	0	0
ENERPLUS CORP	COM	292766102	2,471	200,000	SH		SOLE		200,000	0	0
ENTASIS THERAPEUTICS HOLDING	COM	293614103	2,130	195,750	SH		SOLE		195,750	0	0
ENTERGY CORP	COM	29364G103	136,062	1,677,086	SH		SOLE		1,677,086	0	0
EVERGY INC	COM	30034W106	33,021	601,249	SH		SOLE		601,249	0	0
EVOLUS INC	COM	30052C107	3,423	183,860	SH		SOLE		183,860	0	0
EXTRACTION OIL & GAS INC	COM	30227M105	87,621	7,760,895	SH		SOLE		7,760,895	0	0
FERRO CORP	COM	315405100	70,671	3,043,536	SH		SOLE		3,043,536	0	0
FIRST SOLAR INC	COM	336433107	57,046	1,178,153	SH		SOLE		1,178,153	0	0
FIRSTENERGY CORP	COM	337932107	49,192	1,323,429	SH		SOLE		1,323,429	0	0
FLOOR & DECOR HOLDINGS INC-A	COM	339750101	7,879	261,159	SH		SOLE		261,159	0	0
FMC CORP	COM	302491303	20,808	238,681	SH		SOLE		238,681	0	0
GATES INDUSTRIAL CORP PLC	COM	G39108108	8	398	SH		SOLE		398	0	0
GENERAL MOTORS CO	COM	37045V100	7,132	211,835	SH		SOLE		211,835	0	0
GRAN TIERRA ENERGY INC	COM	38500T101	70,675	18,505,979	SH		SOLE		18,505,979	0	0
GRAPHIC PACKAGING HOLDING CO	COM	388689101	34,983	2,497,004	SH		SOLE		2,497,004	0	0
GREEN PLAINS INC	COM	393222104	0	15	SH		SOLE		15	0	0
HALCON RESOURCES CORP	COM	40537Q605	15,853	3,546,629	SH		SOLE		3,546,629	0	0
HEWLETT PACKARD ENTERPRISE	COM	42824C109	8,155	500,000	SH		SOLE		500,000	0	0
HIMAX TECHNOLOGIES INC-ADR	ADR	43289P106	5,880	1,000,000	SH		SOLE		1,000,000	0	0
HOLLYFRONTIER CORP	COM	436106108	9,564	136,828	SH		SOLE		136,828	0	0
INFRASTRUCTURE AND ENERGY AL	COM	45686J104	1,444	137,500	SH		SOLE		137,500	0	0
JACOBS ENGINEERING GROUP INC	COM	469814107	3,828	50,044	SH		SOLE		50,044	0	0
KIMBELL ROYALTY PARTNERS LP	UNIT	49435R102	359	18,297	SH		SOLE		18,297	0	0
KINDER MORGAN INC	COM	49456B101	31,924	1,800,592	SH		SOLE		1,800,592	0	0
KNIGHT-SWIFT TRANSPORTATION	COM	499049104	12,842	372,452	SH		SOLE		372,452	0	0
LAREDO PETROLEUM INC	COM	516806106	5,781	707,596	SH		SOLE		707,596	0	0
LILIS ENERGY INC	COM	532403201	1,958	399,500	SH		SOLE		399,500	0	0
MARATHON PETROLEUM CORP	COM	56585A102	731	9,137	SH		SOLE		9,137	0	0
MASTEC INC	COM	576323109	4,014	89,900	SH		SOLE		89,900	0	0
MCDERMOTT INTL INC	COM	580037703	65,199	3,537,659	SH		SOLE		3,537,659	0	0
MICROSTRATEGY INC-CL A	COM	594972408	4,078	28,997	SH		SOLE		28,997	0	0
MOSAIC CO/THE	COM	61945C103	1,199	36,900	SH		SOLE		36,900	0	0
MRC GLOBAL INC	COM	55345K103	66,507	3,543,235	SH		SOLE		3,543,235	0	0
NEWS CORP - CLASS A	COM	65249B109	1,916	145,250	SH		SOLE		145,250	0	0
NOBLE ENERGY INC	COM	655044105	14,952	479,400	SH		SOLE		479,400	0	0
NRG ENERGY INC	COM	629377508	10,306	275,553	SH		SOLE		275,553	0	0
NUCOR CORP	COM	670346105	146,216	2,304,424	SH		SOLE		2,304,424	0	0
NUTRIEN LTD	COM	67077M108	2,827	48,988	SH		SOLE		48,988	0	0
ORION ENGINEERED CARBONS SA	COM	L72967109	0	10	SH		SOLE		10	0	0
PARSLEY ENERGY INC-CLASS A	COM	701877102	26,325	900,000	SH		SOLE		900,000	0	0
PBF ENERGY INC-CLASS A	COM	69318G106	4,406	88,287	SH		SOLE		88,287	0	0
PHILLIPS 66	COM	718546104	33,784	299,713	SH		SOLE		299,713	0	0
PLAINS GP HOLDINGS LP-CL A	COM	72651A207	18,072	736,731	SH		SOLE		736,731	0	0
PPL CORP	COM	69351T106	72,708	2,484,900	SH		SOLE		2,484,900	0	0
PRESIDIO INC	COM	74102M103	1,504	98,608	SH		SOLE		98,608	0	0
PROPETRO HOLDING CORP	COM	74347M108	3,899	236,451	SH		SOLE		236,451	0	0
PUBLIC SERVICE ENTERPRISE GP	COM	744573106	31,508	596,861	SH		SOLE		596,861	0	0
QUANTA SERVICES INC	COM	74762E102	2,182	65,366	SH		SOLE		65,366	0	0
RELIANCE STEEL & ALUMINUM	COM	759509102	97,807	1,146,763	SH		SOLE		1,146,763	0	0
RIO TINTO PLC-SPON ADR	ADR	767204100	8,910	174,643	SH		SOLE		174,643	0	0
ROADRUNNER TRANSPORTATION SY	COM	76973Q105	166	199,021	SH		SOLE		199,021	0	0
ROSEHILL RESOURCES INC	COM	777385105	2,488	407,916	SH		SOLE		407,916	0	0
ROWAN COMPANIES PLC-A	COM	779382100	17,181	912,418	SH		SOLE		912,418	0	0
RPM INTERNATIONAL INC	COM	749685103	8,490	130,737	SH		SOLE		130,737	0	0
RYDER SYSTEM INC	COM	783549108	58,524	800,931	SH		SOLE		800,931	0	0
RYERSON HOLDING CORP	COM	783754104	9,817	868,791	SH		SOLE		868,791	0	0
SCANA CORP	COM	80589M102	2,291	58,900	SH		SOLE		58,900	0	0
SELECT ENERGY SERVICES INC-A	COM	81617J301	8,286	699,823	SH		SOLE		699,823	0	0
SEMPRA ENERGY	COM	816851109	58,280	512,348	SH		SOLE		512,348	0	0
SMITH (A.O.) CORP	COM	831865209	3,736	70,000	SH		SOLE		70,000	0	0
SOUTHERN CO/THE	COM	842587107	30,112	690,636	SH		SOLE		690,636	0	0
STANTEC INC	COM	85472N109	59,810	2,403,011	SH		SOLE		2,403,011	0	0
STARS GROUP INC/THE	COM	85570W100	3,212	129,000	SH		SOLE		129,000	0	0
SUMMIT MATERIALS INC -CL A	COM	86614U100	64,290	3,536,307	SH		SOLE		3,536,307	0	0
TECK RESOURCES LTD-CLS B	COM	878742204	569	23,603	SH		SOLE		23,603	0	0
TEEKAY CORP	COM	Y8564W103	4,365	647,588	SH		SOLE		647,588	0	0
TEEKAY OFFSHORE PARTNERS LP	UNIT	Y8565J101	22,338	9,545,949	SH		SOLE		9,545,949	0	0
TIMKENSTEEL CORP	COM	887399103	32,133	2,160,960	SH		SOLE		2,160,960	0	0
TOLL BROTHERS INC	COM	889478103	4,955	150,000	SH		SOLE		150,000	0	0
TRONOX LTD-CL A	COM	Q9235V101	23,305	1,950,208	SH		SOLE		1,950,208	0	0
TURQUOISE HILL RESOURCES LTD	COM	900435108	10,044	4,737,634	SH		SOLE		4,737,634	0	0
TYSON FOODS INC-CL A	COM	902494103	19,774	332,176	SH		SOLE		332,176	0	0
UNITED STATES STEEL CORP	COM	912909108	101,879	3,342,501	SH		SOLE		3,342,501	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	1,510	10,800	SH		SOLE		10,800	0	0
VALE SA-SP ADR	ADR	91912E105	7,241	487,963	SH		SOLE		487,963	0	0
VENATOR MATERIALS PLC	COM	G9329Z100	31,011	3,445,672	SH		SOLE		3,445,672	0	0
VISTRA ENERGY CORP	COM	92840M102	274,445	11,030,753	SH		SOLE		11,030,753	0	0
VISTRA ENERGY CORP - CW24	EQUITY WRT	92840M128	260	176,593	SH		SOLE		176,593	0	0
WARRIOR MET COAL INC	COM	93627C101	47,383	1,752,320	SH		SOLE		1,752,320	0	0
WESTLAKE CHEMICAL CORP	COM	960413102	11,270	135,600	SH		SOLE		135,600	0	0
WPX ENERGY INC	COM	98212B103	2,012	100,000	SH		SOLE		100,000	0	0
ZSCALER INC	COM	98980G102	5,588	137,036	SH		SOLE		137,036	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	160,964	3,326,400	SH	Call	SOLE		3,326,400	0	0
CABOT OIL & GAS CORP	COM	127097103	33,646	1,498,100	SH	Call	SOLE		1,498,100	0	0
CAMECO CORPORATION CMN	COM	13321L108	2,850	250,000	SH	Call	SOLE		250,000	0	0
CAMECO CORPORATION CMN	COM	13321L108	2,850	250,000	SH	Put	SOLE		250,000	0	0
CENOVUS ENERGY INC	COM	15135U109	13,844	1,380,300	SH	Call	SOLE		1,380,300	0	0
CROWN HOLDINGS INC	COM	228368106	9,600	200,000	SH	Call	SOLE		200,000	0	0
CVR REFINING LP	COM	12663P107	1,689	89,900	SH	Put	SOLE		89,900	0	0
ECOLAB INC	COM	278865100	6,898	44,000	SH	Call	SOLE		44,000	0	0
ECOPETROL SA-SPONSORED ADR	COM	279158109	20,020	743,400	SH	Put	SOLE		743,400	0	0
HIGHPOINT RESOURCES CORP	COM	43114K108	4,392	900,000	SH	Put	SOLE		900,000	0	0
INDUSTRIAL SELECT SECT SPDR	COM	81369Y704	23,128	295,000	SH	Put	SOLE		295,000	0	0
LYONDELLBASELL INDU-CL A	COM	N53745100	40,553	395,600	SH	Call	SOLE		395,600	0	0
PDC ENERGY INC	COM	69327R101	15,021	306,800	SH	Put	SOLE		306,800	0	0
SOLAREDGE TECHNOLOGIES INC	COM	83417M104	5,648	150,000	SH	Put	SOLE		150,000	0	0
SPDR S&P 500 ETF TRUST	COM	78462F103	410,904	1,413,400	SH	Put	SOLE		1,413,400	0	0
SPDR S&P OIL & GAS EXP & PR	COM	78464A730	21,645	500,000	SH	Put	SOLE		500,000	0	0
SRC ENERGY INC	COM	78470V108	2,747	309,000	SH	Put	SOLE		309,000	0	0
UNITED STATES OIL FUND LP ETF	COM	91232N108	7,760	500,000	SH	Put	SOLE		500,000	0	0
BADGER DAYLIGHTING LTD CMN	COM	05651W209	114	5,000	SH		SOLE		5,000	0	0