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 |
BAKER HUGHES COMPANY | CL A | 05722G100 | 9,309 | 886,535 | SH | SOLE | 886,535 | 0 | 0 | ||
BP PLC | SPONSORED ADR | 055622104 | 5,150 | 211,141 | SH | SOLE | 211,141 | 0 | 0 | ||
BRIGHAM MINERALS INC | CL A COM | 10918L103 | 25,175 | 3,044,072 | SH | SOLE | 3,044,072 | 0 | 0 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 19,723 | 1,147,400 | SH | SOLE | 1,147,400 | 0 | 0 | ||
CACTUS INC | CL A | 127203107 | 18,444 | 1,589,997 | SH | SOLE | 1,589,997 | 0 | 0 | ||
CANADIAN NAT RES LTD | COM | 136385101 | 5,308 | 387,882 | SH | SOLE | 387,882 | 0 | 0 | ||
CHART INDS INC | COM PAR $0.01 | 16115Q308 | 11,493 | 396,562 | SH | SOLE | 396,562 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 6,091 | 181,821 | SH | SOLE | 181,821 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 16,600 | 229,102 | SH | SOLE | 229,102 | 0 | 0 | ||
CIMAREX ENERGY CO | COM | 171798101 | 20,289 | 1,205,475 | SH | SOLE | 1,205,475 | 0 | 0 | ||
CONCHO RES INC | COM | 20605P101 | 19,866 | 463,615 | SH | SOLE | 463,615 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825C104 | 6,159 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
CALIFORNIA RES CORP | COM NEW | 13057Q206 | 1,701 | 1,700,000 | SH | Put | SOLE | 1,700,000 | 0 | 0 | |
DEVON ENERGY CORP NEW | COM | 25179M103 | 2,576 | 372,852 | SH | SOLE | 372,852 | 0 | 0 | ||
ENBRIDGE INC | COM | 29250N105 | 5,817 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
EOG RES INC | COM | 26875P101 | 6,627 | 184,469 | SH | SOLE | 184,469 | 0 | 0 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 13,585 | 950,000 | SH | Put | SOLE | 950,000 | 0 | 0 | |
EQT CORPORATION | COM | 26884L109 | 10,502 | 1,485,230 | SH | SOLE | 1,485,230 | 0 | 0 | ||
EQUINOR ASA | SPONSORED ADR | 29446M102 | 15,608 | 1,281,507 | SH | SOLE | 1,281,507 | 0 | 0 | ||
EQUITRANS MIDSTREAM CORP | COM | 294600101 | 16,341 | 3,249,044 | SH | SOLE | 3,249,044 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 7,861 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
GOODRICH PETE CORP | COM PAR | 382410843 | 2,770 | 650,381 | SH | SOLE | 650,381 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 8,219 | 1,200,000 | SH | Put | SOLE | 1,200,000 | 0 | 0 | |
ONEOK INC NEW | COM | 682680103 | 8,724 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
OCCIDENTAL PETE CORP | COM | 674599105 | 8,106 | 700,000 | SH | Put | SOLE | 700,000 | 0 | 0 | |
PARSLEY ENERGY INC | CL A | 701877102 | 15,369 | 2,682,183 | SH | SOLE | 2,682,183 | 0 | 0 | ||
PDC ENERGY INC | COM | 69327R101 | 11,788 | 1,898,235 | SH | SOLE | 1,898,235 | 0 | 0 | ||
PLAINS GP HLDGS L P | LTD PARTNR INT A | 72651A207 | 12,794 | 2,280,272 | SH | SOLE | 2,280,272 | 0 | 0 | ||
PROPETRO HLDG CORP | COM | 74347M108 | 6,575 | 2,630,013 | SH | SOLE | 2,630,013 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 5,612 | 80,000 | SH | Put | SOLE | 80,000 | 0 | 0 | |
SPARTAN ENERGY ACQUISITON CO | UNIT 99/99/9999 | 846784114 | 21,163 | 2,015,592 | SH | SOLE | 2,015,592 | 0 | 0 | ||
TALOS ENERGY INC | COM | 87484T108 | 7,064 | 1,228,502 | SH | SOLE | 1,228,502 | 0 | 0 | ||
TARGA RES CORP | COM | 87612G101 | 5,260 | 761,259 | SH | SOLE | 761,259 | 0 | 0 | ||
TARGA RES CORP | COM | 87612G101 | 6,910 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
VISTA OIL & GAS S A B DE C V | SPONSORED ADS | 92837L109 | 3,714 | 1,856,449 | SH | SOLE | 1,856,449 | 0 | 0 | ||
WILLIAMS COS INC | COM | 969457100 | 7,084 | 500,628 | SH | SOLE | 500,628 | 0 | 0 | ||
WPX ENERGY INC | COM | 98212B103 | 5,692 | 1,865,697 | SH | SOLE | 1,865,697 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 13,290 | 350,000 | SH | Put | SOLE | 350,000 | 0 | 0 |