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 7,933 614,000 SH   SOLE   614,000 0 0
ANADARKO PETE CORP COM 032511107 22,773 275,000 SH   SOLE   275,000 0 0
BAKER HUGHES INC COM 057224107 10,173 160,000 SH   SOLE   160,000 0 0
CF INDS HLDGS INC COM 125269100 22,827 80,469 SH   SOLE   80,469 0 0
CHESAPEAKE ENERGY CORP COM 165167107 6,400 452,000 SH   SOLE   452,000 0 0
CHEVRON CORP NEW COM 166764100 78,021 743,200 SH   SOLE   743,200 0 0
CIMAREX ENERGY CO COM 171798101 12,430 108,000 SH   SOLE   108,000 0 0
CONOCOPHILLIPS COM 20825C104 13,261 213,000 SH   SOLE   213,000 0 0
DOW CHEM CO COM 260543103 23,630 492,500 SH   SOLE   492,500 0 0
EASTMAN CHEM CO COM 277432100 9,696 140,000 SH   SOLE   140,000 0 0
ENERGEN CORP COM 29265N108 8,554 129,600 SH   SOLE   129,600 0 0
ENSCO PLC SHS CLASS A G3157S106 2,950 140,000 SH   SOLE   140,000 0 0
EOG RES INC COM 26875P101 32,825 358,000 SH   SOLE   358,000 0 0
EQT CORP COM 26884L109 11,602 140,000 SH   SOLE   140,000 0 0
EXXON MOBIL CORP COM 30231G102 115,467 1,358,430 SH   SOLE   1,358,430 0 0
FREEPORT-MCMORAN INC CL B 35671D857 4,700 248,000 SH   SOLE   248,000 0 0
HALLIBURTON CO COM 406216101 6,366 145,070 SH   SOLE   145,070 0 0
KINDER MORGAN INC DEL COM 49456B101 19,726 469,000 SH   SOLE   469,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 30,309 345,200 SH   SOLE   345,200 0 0
MARATHON OIL CORP COM 565849106 14,909 571,000 SH   SOLE   571,000 0 0
MARATHON PETE CORP COM 56585A102 13,546 132,300 SH   SOLE   132,300 0 0
MONSANTO CO NEW COM 61166W101 21,878 194,400 SH   SOLE   194,400 0 0
NATIONAL OILWELL VARCO INC COM 637071101 12,498 250,000 SH   SOLE   250,000 0 0
NOBLE ENERGY INC COM 655044105 18,264 373,500 SH   SOLE   373,500 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 29,565 405,000 SH   SOLE   405,000 0 0
OIL STS INTL INC COM 678026105 6,761 170,000 SH   SOLE   170,000 0 0
PACKAGING CORP AMER COM 695156109 12,221 156,300 SH   SOLE   156,300 0 0
PHILLIPS 66 COM 718546104 33,898 431,275 SH   SOLE   431,275 0 0
PIONEER NAT RES CO COM 723787107 16,269 99,500 SH   SOLE   99,500 0 0
PRAXAIR INC COM 74005P104 11,748 97,300 SH   SOLE   97,300 0 0
SCHLUMBERGER LTD COM 806857108 52,233 626,000 SH   SOLE   626,000 0 0
SEADRILL LIMITED SHS G7945E105 1,870 200,003 SH   SOLE   200,003 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 5,115 45,000 SH   SOLE   45,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 10,238 350,000 SH   SOLE   350,000 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 7,934 645,000 SH   SOLE   645,000 0 0
WHITING PETE CORP NEW COM 966387102 5,392 174,500 SH   SOLE   174,500 0 0
WILLIAMS COS INC DEL COM 969457100 12,648 250,000 SH   SOLE   250,000 0 0