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 2,771 13,200 SH   SOLE   13,200 0 0
ADV MICRO DEVICE Common Stock 007903107 612 48,000 SH   SOLE   48,000 0 0
AIR PRODS & CHEM Common Stock 009158106 378 2,500 SH   SOLE   2,500 0 0
ALLETE INC Common Stock 018522300 734 9,500 SH   SOLE   9,500 0 0
ALPHABET INC-A CAP STK CL A 02079K305 1,266 1,300 SH   SOLE   1,300 0 0
ALTRIA GROUP INC Common Stock 02209S103 5,961 94,000 SH   SOLE   94,000 0 0
AMGEN INC Common Stock 031162100 1,585 8,500 SH   SOLE   8,500 0 0
ANADARKO PETROLE Common Stock 032511107 2,931 60,000 SH   SOLE   60,000 0 0
ANDEAVOR Common Stock 03349M105 18,567 180,000 SH   SOLE   180,000 0 0
APPLE INC Common Stock 037833100 308 2,000 SH   SOLE   2,000 0 0
ARCHROCK INC Common Stock 03957W106 3,389 270,000 SH   SOLE   270,000 0 0
AT&T INC Common Stock 00206R102 9,009 230,000 SH   SOLE   230,000 0 0
BANK OF AMERICA Common Stock 060505104 583 23,000 SH   SOLE   23,000 0 0
BECTON DICKINSON Common Stock 075887109 686 3,500 SH   SOLE   3,500 0 0
BEST BUY CO INC Common Stock 086516101 570 10,000 SH   SOLE   10,000 0 0
BLACKROCK INC Common Stock 09247X101 2,459 5,500 SH   SOLE   5,500 0 0
BP PLC-ADR SPONSORED ADR 055622104 2,794 72,700 SH   SOLE   72,700 0 0
CALLON PETROLEUM Common Stock 13123X102 12,252 1,090,000 SH   SOLE   1,090,000 0 0
CAMPBELL SOUP CO Common Stock 134429109 890 19,000 SH   SOLE   19,000 0 0
CANADIAN PACIFIC Common Stock 13645T100 15,123 90,000 SH   SOLE   90,000 0 0
CATERPILLAR INC Common Stock 149123101 686 5,500 SH   SOLE   5,500 0 0
CELGENE CORP Common Stock 151020104 875 6,000 SH   SOLE   6,000 0 0
CENTERPOINT ENER Common Stock 15189T107 10,224 350,000 SH   SOLE   350,000 0 0
CF INDUSTRIES HO Common Stock 125269100 60 1,700 SH   SOLE   1,700 0 0
CHENIERE ENERGY Common Stock 16411R208 3,153 70,000 SH   SOLE   70,000 0 0
CHEVRON CORP Common Stock 166764100 4,071 34,650 SH   SOLE   34,650 0 0
CIMAREX ENERGY C Common Stock 171798101 9,662 85,000 SH   SOLE   85,000 0 0
CISCO SYSTEMS Common Stock 17275R102 2,556 76,000 SH   SOLE   76,000 0 0
CME GROUP INC COM CL A 12572Q105 3,799 28,000 SH   SOLE   28,000 0 0
COCA-COLA CO/THE Common Stock 191216100 6,166 137,000 SH   SOLE   137,000 0 0
COMPASS MINERALS Common Stock 20451N101 1,882 29,000 SH   SOLE   29,000 0 0
CONCHO RESOURCES Common Stock 20605P101 4,347 33,000 SH   SOLE   33,000 0 0
CONS EDISON INC Common Stock 209115104 1,856 23,000 SH   SOLE   23,000 0 0
CONTINENTAL RES Common Stock 212015101 8,108 210,000 SH   SOLE   210,000 0 0
COVANTA HOLDING Common Stock 22282E102 777 52,300 SH   SOLE   52,300 0 0
DEERE & CO Common Stock 244199105 565 4,500 SH   SOLE   4,500 0 0
DIAMONDBACK ENER Common Stock 25278X109 21,551 220,000 SH   SOLE   220,000 0 0
DOMINION RES/VA Common Stock 25746U109 3,154 41,000 SH   SOLE   41,000 0 0
DUKE ENERGY CORP Common Stock 26441C204 3,105 37,000 SH   SOLE   37,000 0 0
EMERSON ELEC CO Common Stock 291011104 2,514 40,000 SH   SOLE   40,000 0 0
ENBRIDGE INC Common Stock 29250N105 16,234 388,000 SH   SOLE   388,000 0 0
ENTERGY CORP Common Stock 29364G103 53 700 SH   SOLE   700 0 0
EOG RESOURCES Common Stock 26875P101 5,127 53,000 SH   SOLE   53,000 0 0
EXELON CORP Common Stock 30161N101 603 16,000 SH   SOLE   16,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 14,650 178,700 SH   SOLE   178,700 0 0
FACEBOOK INC-A CL A 30303M102 342 2,000 SH   SOLE   2,000 0 0
FAIRMOUNT SANTRO Common Stock 30555Q108 1,338 280,000 SH   SOLE   280,000 0 0
FEDEX CORP Common Stock 31428X106 338 1,500 SH   SOLE   1,500 0 0
FLOTEK INDS Common Stock 343389102 2,000 430,000 SH   SOLE   430,000 0 0
FORUM ENERGY TEC Common Stock 34984V100 14,310 900,000 SH   SOLE   900,000 0 0
GENERAL MILLS IN Common Stock 370334104 1,501 29,000 SH   SOLE   29,000 0 0
GENUINE PARTS CO Common Stock 372460105 2,870 30,000 SH   SOLE   30,000 0 0
HALLIBURTON CO Common Stock 406216101 23,936 520,000 SH   SOLE   520,000 0 0
HELMERICH & PAYN Common Stock 423452101 94 1,800 SH   SOLE   1,800 0 0
HOLLYFRONTIER CO Common Stock 436106108 54 1,500 SH   SOLE   1,500 0 0
HOME DEPOT INC Common Stock 437076102 572 3,500 SH   SOLE   3,500 0 0
HP INC Common Stock 40434L105 559 28,000 SH   SOLE   28,000 0 0
IBM Common Stock 459200101 3,627 25,000 SH   SOLE   25,000 0 0
INDEPENDENCE CON Common Stock 453415309 1,976 520,000 SH   SOLE   520,000 0 0
INGERSOLL-RAND SHS G47791101 535 6,000 SH   SOLE   6,000 0 0
INTEL CORP Common Stock 458140100 914 24,000 SH   SOLE   24,000 0 0
JOHNSON&JOHNSON Common Stock 478160104 5,330 41,000 SH   SOLE   41,000 0 0
JPMORGAN CHASE Common Stock 46625H100 1,528 16,000 SH   SOLE   16,000 0 0
KEANE GROUP INC Common Stock 48669A108 8,173 490,000 SH   SOLE   490,000 0 0
KIMBERLY-CLARK Common Stock 494368103 6,178 52,500 SH   SOLE   52,500 0 0
KINDER MORGAN IN Common Stock 49456B101 10,597 552,500 SH   SOLE   552,500 0 0
LOCKHEED MARTIN Common Stock 539830109 5,585 18,000 SH   SOLE   18,000 0 0
LOWE'S COS INC Common Stock 548661107 576 7,200 SH   SOLE   7,200 0 0
LYONDELLBASELL-A SHS -A- N53745100 5,695 57,500 SH   SOLE   57,500 0 0
MCDONALDS CORP Common Stock 580135101 4,387 28,000 SH   SOLE   28,000 0 0
MDU RES GROUP Common Stock 552690109 3,114 120,000 SH   SOLE   120,000 0 0
MERCK & CO Common Stock 58933Y105 3,137 49,000 SH   SOLE   49,000 0 0
MERCURY GEN CORP Common Stock 589400100 3,742 66,000 SH   SOLE   66,000 0 0
NVIDIA CORP Common Stock 67066G104 536 3,000 SH   SOLE   3,000 0 0
OCCIDENTAL PETE Common Stock 674599105 2,950 45,950 SH   SOLE   45,950 0 0
OGE ENERGY CORP Common Stock 670837103 9,008 250,000 SH   SOLE   250,000 0 0
OIL STATES INTL Common Stock 678026105 2,535 100,000 SH   SOLE   100,000 0 0
OLD REPUB INTL Common Stock 680223104 2,678 136,000 SH   SOLE   136,000 0 0
ONEOK INC Common Stock 682680103 25,799 465,600 SH   SOLE   465,600 0 0
PARSLEY ENERGY-A CL A 701877102 20,545 780,000 SH   SOLE   780,000 0 0
PATTERSON-UTI Common Stock 703481101 5,444 260,000 SH   SOLE   260,000 0 0
PBF ENERGY INC-A CL A 69318G106 55 2,000 SH   SOLE   2,000 0 0
PEMBINA PIPELINE Common Stock 706327103 56 1,600 SH   SOLE   1,600 0 0
PEOPLE'S UNITED Common Stock 712704105 3,229 178,000 SH   SOLE   178,000 0 0
PEPSICO INC Common Stock 713448108 4,847 43,500 SH   SOLE   43,500 0 0
PFIZER INC Common Stock 717081103 5,141 144,000 SH   SOLE   144,000 0 0
PHILIP MORRIS IN Common Stock 718172109 2,886 26,000 SH   SOLE   26,000 0 0
PHILLIPS 66 Common Stock 718546104 15,116 165,000 SH   SOLE   165,000 0 0
PIONEER NATURAL Common Stock 723787107 18,147 123,000 SH   SOLE   123,000 0 0
PNC FINANCIAL SE Common Stock 693475105 472 3,500 SH   SOLE   3,500 0 0
PRAXAIR INC Common Stock 74005P104 307 2,200 SH   SOLE   2,200 0 0
PROCTER & GAMBLE Common Stock 742718109 6,914 76,000 SH   SOLE   76,000 0 0
PROPETRO HOLDING Common Stock 74347M108 14,637 1,020,000 SH   SOLE   1,020,000 0 0
QUALCOMM INC Common Stock 747525103 3,473 67,000 SH   SOLE   67,000 0 0
ROYAL DUTCH-ADR SPON ADR B 780259107 2,108 33,700 SH   SOLE   33,700 0 0
RPC INC Common Stock 749660106 24,294 980,000 SH   SOLE   980,000 0 0
RSP Permian Inc Common Stock 74978Q105 9,685 280,000 SH   SOLE   280,000 0 0
S&P GLOBAL INC Common Stock 78409V104 469 3,000 SH   SOLE   3,000 0 0
SCHLUMBERGER LTD Common Stock 806857108 13,669 195,950 SH   SOLE   195,950 0 0
SEMGROUP CORP-A CL A 81663A105 5,319 185,000 SH   SOLE   185,000 0 0
SMART SAND INC Common Stock 83191H107 814 120,000 SH   SOLE   120,000 0 0
SONOCO PRODUCTS Common Stock 835495102 1,514 30,000 SH   SOLE   30,000 0 0
SOUTHERN CO Common Stock 842587107 4,983 101,400 SH   SOLE   101,400 0 0
STARBUCKS CORP Common Stock 855244109 1,074 20,000 SH   SOLE   20,000 0 0
STATOIL ASA-ADR SPONSORED ADR 85771P102 34 1,700 SH   SOLE   1,700 0 0
TARGET CORP Common Stock 87612E106 2,419 41,000 SH   SOLE   41,000 0 0
TETRA TECHNOLOGI Common Stock 88162F105 1,058 370,000 SH   SOLE   370,000 0 0
THERMO FISHER Common Stock 883556102 1,608 8,500 SH   SOLE   8,500 0 0
TOTAL SA-SP ADR SPONSORED ADR 89151E109 51 950 SH   SOLE   950 0 0
TRANSCANADA CORP Common Stock 89353D107 11,369 230,000 SH   SOLE   230,000 0 0
UNION PAC CORP Common Stock 907818108 4,639 40,000 SH   SOLE   40,000 0 0
UNITED BANKSHS Common Stock 909907107 3,121 84,000 SH   SOLE   84,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 490 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 21,283 685,000 SH   SOLE   685,000 0 0
VALERO ENERGY Common Stock 91913Y100 8,901 115,700 SH   SOLE   115,700 0 0
VERIZON COMMUNIC Common Stock 92343V104 7,720 156,000 SH   SOLE   156,000 0 0
VF CORP Common Stock 918204108 1,589 25,000 SH   SOLE   25,000 0 0
VISA INC-CLASS A Common Stock 92826C839 1,473 14,000 SH   SOLE   14,000 0 0
VODAFONE GRP-ADR SPONSORED ADR 92857W308 1,025 36,000 SH   SOLE   36,000 0 0
WALT DISNEY CO Common Stock 254687106 789 8,000 SH   SOLE   8,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 548 7,000 SH   SOLE   7,000 0 0
WELLS FARGO & CO Common Stock 949746101 2,868 52,000 SH   SOLE   52,000 0 0
WESTLAKE CHEMICA Common Stock 960413102 3,324 40,000 SH   SOLE   40,000 0 0
WILLIAMS COS INC Common Stock 969457100 21,682 722,500 SH   SOLE   722,500 0 0