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
ANADARKO PETE CORP COM 032511107 26,823 312,150 SH   SOLE   312,150 0 0
ASHLAND INC NEW COM 044209104 6,187 74,100 SH   SOLE   74,100 0 0
ATWOOD OCEANICS INC COM 050095108 1,754 33,700 SH   SOLE   33,700 0 0
BAKER HUGHES INC COM 057224107 17,548 380,400 SH   SOLE   380,400 0 0
BARRETT BILL CORP COM 06846N104 1,872 92,600 SH   SOLE   92,600 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 3,673 303,800 SH   SOLE   303,800 0 0
BELLATRIX EXPLORATION LTD COM 078314101 278 45,400 SH   SOLE   45,400 0 0
BONANZA CREEK ENERGY INC COM 097793103 8,713 245,700 SH   SOLE   245,700 0 0
BP PLC SPONSORED ADR 055622104 4,967 119,000 SH   SOLE   119,000 0 0
CABOT OIL & GAS CORP COM 127097103 26,372 371,325 SH   SOLE   371,325 0 0
CHART INDS INC COM PAR $0.01 16115Q308 4,422 47,000 SH   SOLE   47,000 0 0
CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 4,659 78,100 SH   SOLE   78,100 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 3,052 185,200 SH   SOLE   185,200 0 0
CMS ENERGY CORP COM 125896100 6,398 235,481 SH   SOLE   235,481 0 0
COBALT INTL ENERGY INC COM 19075F106 16,411 617,650 SH   SOLE   617,650 0 0
CONCHO RES INC COM 20605P101 9,008 107,600 SH   SOLE   107,600 0 0
CONSOL ENERGY INC COM 20854P109 3,648 134,600 SH   SOLE   134,600 0 0
CONTINENTAL RESOURCES INC COM 212015101 12,918 150,100 SH   SOLE   150,100 0 0
DELEK US HLDGS INC COM 246647101 5,002 173,800 SH   SOLE   173,800 0 0
DIAMONDBACK ENERGY INC COM 25278X109 8,396 251,993 SH   SOLE   251,993 0 0
DOMINION RES INC VA NEW COM 25746U109 7,080 124,600 SH   SOLE   124,600 0 0
DRIL-QUIP INC COM 262037104 8,912 98,700 SH   SOLE   98,700 0 0
EASTMAN CHEM CO COM 277432100 10,088 144,100 SH   SOLE   144,100 0 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 1,190 39,300 SH   SOLE   39,300 0 0
ENERPLUS CORP COM 292766102 5,984 404,900 SH   SOLE   404,900 0 0
EOG RES INC COM 26875P101 43,968 333,900 SH   SOLE   333,900 0 0
F M C CORP COM NEW 302491303 8,866 145,200 SH   SOLE   145,200 0 0
GREAT PLAINS ENERGY INC COM 391164100 1,695 75,200 SH   SOLE   75,200 0 0
GULFPORT ENERGY CORP COM NEW 402635304 7,553 160,400 SH   SOLE   160,400 0 0
HALLIBURTON CO COM 406216101 5,474 131,200 SH   SOLE   131,200 0 0
HELMERICH & PAYNE INC COM 423452101 2,985 47,800 SH   SOLE   47,800 0 0
HESS CORP COM 42809H107 16,882 253,900 SH   SOLE   253,900 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 535 10,000 SH   SOLE   10,000 0 0
KODIAK OIL & GAS CORP COM 50015Q100 2,471 278,000 SH   SOLE   278,000 0 0
KOSMOS ENERGY LTD SHS G5315B107 3,603 354,600 SH   SOLE   354,600 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5,473 82,600 SH   SOLE   82,600 0 0
MASTEC INC COM 576323109 7,434 225,946 SH   SOLE   225,946 0 0
MDU RES GROUP INC COM 552690109 2,296 88,600 SH   SOLE   88,600 0 0
MURPHY OIL CORP COM 626717102 38,830 637,700 SH   SOLE   637,700 0 0
NABORS INDUSTRIES LTD SHS G6359F103 13,626 890,000 SH   SOLE   890,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 1,874 27,200 SH   SOLE   27,200 0 0
NEWFIELD EXPL CO COM 651290108 2,420 101,300 SH   SOLE   101,300 0 0
NEXTERA ENERGY INC COM 65339F101 1,043 12,800 SH   SOLE   12,800 0 0
NISOURCE INC COM 65473P105 10,880 379,900 SH   SOLE   379,900 0 0
OASIS PETE INC NEW COM 674215108 6,301 162,100 SH   SOLE   162,100 0 0
PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 3,273 334,700 SH   SOLE   334,700 0 0
PDC ENERGY INC COM 69327R101 1,967 38,200 SH   SOLE   38,200 0 0
PEMBINA PIPELINE CORP COM 706327103 5,080 166,000 SH   SOLE   166,000 0 0
PINNACLE WEST CAP CORP COM 723484101 2,130 38,400 SH   SOLE   38,400 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 786 25,700 SH   SOLE   25,700 0 0
QUANTA SVCS INC COM 74762E102 791 29,900 SH   SOLE   29,900 0 0
RANGE RES CORP COM 75281A109 7,353 95,100 SH   SOLE   95,100 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 2,203 33,600 SH   SOLE   33,600 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 14,694 431,300 SH   SOLE   431,300 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 34,523 541,107 SH   SOLE   541,107 0 0
SEADRILL LIMITED SHS G7945E105 13,029 319,800 SH   SOLE   319,800 0 0
SM ENERGY CO COM 78454L100 18,963 316,150 SH   SOLE   316,150 0 0
SOUTHWESTERN ENERGY CO COM 845467109 27,171 743,800 SH   SOLE   743,800 0 0
SPECTRA ENERGY CORP COM 847560109 234 6,800 SH   SOLE   6,800 0 0
SUNCOR ENERGY INC NEW COM 867224107 50,086 1,698,400 SH   SOLE   1,698,400 0 0
TESORO CORP COM 881609101 5,096 97,400 SH   SOLE   97,400 0 0
TIDEWATER INC COM 886423102 2,951 51,800 SH   SOLE   51,800 0 0
UNION PAC CORP COM 907818108 5,986 38,800 SH   SOLE   38,800 0 0
WHITING PETE CORP NEW COM 966387102 21,284 461,800 SH   SOLE   461,800 0 0