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
ALCOA INC COM 013817101 6,846 614,000 SH   SOLE   614,000 0 0
ANADARKO PETE CORP COM 032511107 21,467 275,000 SH   SOLE   275,000 0 0
BAKER HUGHES INC COM 057224107 9,872 160,000 SH   SOLE   160,000 0 0
CF INDS HLDGS INC COM 125269100 25,863 402,345 SH   SOLE   402,345 0 0
CHESAPEAKE ENERGY CORP COM 165167107 5,049 452,000 SH   SOLE   452,000 0 0
CHEVRON CORP NEW COM 166764100 71,697 743,200 SH   SOLE   743,200 0 0
CIMAREX ENERGY CO COM 171798101 11,913 108,000 SH   SOLE   108,000 0 0
CONOCOPHILLIPS COM 20825C104 13,080 213,000 SH   SOLE   213,000 0 0
DOW CHEM CO COM 260543103 25,201 492,500 SH   SOLE   492,500 0 0
EASTMAN CHEM CO COM 277432100 11,455 140,000 SH   SOLE   140,000 0 0
ENERGEN CORP COM 29265N108 8,852 129,600 SH   SOLE   129,600 0 0
EOG RES INC COM 26875P101 31,343 358,000 SH   SOLE   358,000 0 0
EQT CORP COM 26884L109 11,388 140,000 SH   SOLE   140,000 0 0
EXXON MOBIL CORP COM 30231G102 113,021 1,358,430 SH   SOLE   1,358,430 0 0
FREEPORT-MCMORAN INC CL B 35671D857 4,618 248,000 SH   SOLE   248,000 0 0
HALLIBURTON CO COM 406216101 17,231 400,070 SH   SOLE   400,070 0 0
KINDER MORGAN INC DEL COM 49456B101 20,769 541,000 SH   SOLE   541,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 29,524 285,200 SH   SOLE   285,200 0 0
MARATHON OIL CORP COM 565849106 15,154 571,000 SH   SOLE   571,000 0 0
MARATHON PETE CORP COM 56585A102 13,841 264,600 SH   SOLE   264,600 0 0
MONSANTO CO NEW COM 61166W101 20,721 194,400 SH   SOLE   194,400 0 0
NATIONAL OILWELL VARCO INC COM 637071101 6,759 140,000 SH   SOLE   140,000 0 0
NOBLE ENERGY INC COM 655044105 15,941 373,500 SH   SOLE   373,500 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 31,497 405,000 SH   SOLE   405,000 0 0
OIL STS INTL INC COM 678026105 6,329 170,000 SH   SOLE   170,000 0 0
PACKAGING CORP AMER COM 695156109 9,767 156,300 SH   SOLE   156,300 0 0
PHILLIPS 66 COM 718546104 34,744 431,275 SH   SOLE   431,275 0 0
PIONEER NAT RES CO COM 723787107 13,800 99,500 SH   SOLE   99,500 0 0
PRAXAIR INC COM 74005P104 11,632 97,300 SH   SOLE   97,300 0 0
SCHLUMBERGER LTD COM 806857108 53,955 626,000 SH   SOLE   626,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 5,057 45,000 SH   SOLE   45,000 0 0
SPECTRA ENERGY CORP COM 847560109 6,846 210,000 SH   SOLE   210,000 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 7,914 645,000 SH   SOLE   645,000 0 0
WHITING PETE CORP NEW COM 966387102 5,863 174,500 SH   SOLE   174,500 0 0
WILLIAMS COS INC DEL COM 969457100 14,348 250,000 SH   SOLE   250,000 0 0