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 22,843 490,500 SH   SOLE   490,500 0 0
AXALTA COATING SYS LTD COM G0750C108 9,954 340,900 SH   SOLE   340,900 0 0
BERRY PLASTICS GROUP INC COM 08579W103 14,955 413,700 SH   SOLE   413,700 0 0
CALLON PETE CO DEL COM 13123X102 5,834 659,201 SH   SOLE   659,201 0 0
CELANESE CORP DEL COM SER A 150870103 12,930 197,400 SH   SOLE   197,400 0 0
CF INDS HLDGS INC COM 125269100 1,761 56,200 SH   SOLE   56,200 0 0
CHEVRON CORP NEW COM 166764100 5,562 58,300 SH   SOLE   58,300 0 0
CIMAREX ENERGY CO COM 171798101 36,019 370,300 SH   SOLE   370,300 0 0
COLUMBIA PIPELINE GROUP INC COM 198280109 1,350 53,791 SH   SOLE   53,791 0 0
CONOCOPHILLIPS COM 20825C104 18,923 469,900 SH   SOLE   469,900 0 0
CRESCENT PT ENERGY CORP COM 22576C101 2,488 179,700 SH   SOLE   179,700 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 2,008 92,400 SH   SOLE   92,400 0 0
EASTMAN CHEM CO COM 277432100 12,676 175,500 SH   SOLE   175,500 0 0
ENERGEN CORP COM 29265N108 5,177 141,500 SH   SOLE   141,500 0 0
ENI S P A SPONSORED ADR 26874R108 2,288 75,700 SH   SOLE   75,700 0 0
EQT CORP COM 26884L109 3,613 53,721 SH   SOLE   53,721 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 2,606 130,700 SH   SOLE   130,700 0 0
GULFPORT ENERGY CORP COM NEW 402635304 28,584 1,008,619 SH   SOLE   1,008,619 0 0
HALLIBURTON CO COM 406216101 9,051 253,400 SH   SOLE   253,400 0 0
HESS CORP COM 42809H107 47,559 903,300 SH   SOLE   903,300 0 0
HOLLYFRONTIER CORP COM 436106108 13,371 378,557 SH   SOLE   378,557 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 9,842 115,000 SH   SOLE   115,000 0 0
MARATHON OIL CORP COM 565849106 21,185 1,901,740 SH   SOLE   1,901,740 0 0
MONSANTO CO NEW COM 61166W101 3,387 38,600 SH   SOLE   38,600 0 0
NABORS INDUSTRIES LTD SHS G6359F103 28,183 3,063,395 SH   SOLE   3,063,395 0 0
NEWFIELD EXPL CO COM 651290108 46,875 1,409,784 SH   SOLE   1,409,784 0 0
OIL STS INTL INC COM 678026105 4,696 149,000 SH   SOLE   149,000 0 0
PARSLEY ENERGY INC CL A 701877102 29,983 1,326,684 SH   SOLE   1,326,684 0 0
PBF ENERGY INC CL A 69318G106 6,192 186,500 SH   SOLE   186,500 0 0
PDC ENERGY INC COM 69327R101 16,783 282,300 SH   SOLE   282,300 0 0
QEP RES INC COM 74733V100 22,676 1,607,073 SH   SOLE   1,607,073 0 0
RICE ENERGY INC COM 762760106 39,575 2,834,860 SH   SOLE   2,834,860 0 0
RSP PERMIAN INC COM 74978Q105 11,044 380,312 SH   SOLE   380,312 0 0
SCHLUMBERGER LTD COM 806857108 9,071 123,000 SH   SOLE   123,000 0 0
SEALED AIR CORP NEW COM 81211K100 5,622 117,100 SH   SOLE   117,100 0 0
SHERWIN WILLIAMS CO COM 824348106 8,853 31,100 SH   SOLE   31,100 0 0
SM ENERGY CO COM 78454L100 25,199 1,344,669 SH   SOLE   1,344,669 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 995 74,324 SH   SOLE   74,324 0 0
TARGA RES CORP COM 87612G101 13,407 449,000 SH   SOLE   449,000 0 0
TENARIS S A SPONSORED ADR 88031M109 10,001 403,900 SH   SOLE   403,900 0 0
TRANSCANADA CORP COM 89353D107 9,552 243,000 SH   SOLE   243,000 0 0
TRINSEO S A SHS L9340P101 13,555 368,249 SH   SOLE   368,249 0 0
U S SILICA HLDGS INC COM 90346E103 15,067 663,150 SH   SOLE   663,150 0 0
VALERO ENERGY CORP NEW COM 91913Y100 6,831 106,500 SH   SOLE   106,500 0 0
VERMILION ENERGY INC COM 923725105 4,484 153,200 SH   SOLE   153,200 0 0
WHITING PETE CORP NEW COM 966387102 6,511 815,861 SH   SOLE   815,861 0 0