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
AIR PRODS & CHEMS INC COM 009158106 3,071 20,300 SH   SOLE NONE 20,300 0 0
AMERICAN ELEC PWR INC COM 025537101 18,479 328,517 SH   SOLE NONE 328,517 0 0
ASHLAND INC NEW COM 044209104 2,533 19,900 SH   SOLE NONE 19,900 0 0
BAYTEX ENERGY CORP COM 07317Q105 4,063 256,900 SH   SOLE NONE 256,900 0 0
BERRY PLASTICS GROUP INC COM 08579W103 3,699 102,200 SH   SOLE NONE 102,200 0 0
BP PLC SPONSORED ADR 055622104 939 24,000 SH   SOLE NONE 24,000 0 0
CARRIZO OIL & GAS INC COM 144577103 11,519 232,000 SH   SOLE NONE 232,000 0 0
CANADIAN NAT RES LTD COM 136385101 30,653 998,159 SH   SOLE NONE 998,159 0 0
CF INDS HLDGS INC COM 125269100 4,823 17,000 SH   SOLE NONE 17,000 0 0
CIMAREX ENERGY CO COM 171798101 9,967 86,600 SH   SOLE NONE 86,600 0 0
COBALT INTL ENERGY INC COM 19075F106 2,157 229,250 SH   SOLE NONE 229,250 0 0
CONCHO RES INC COM 20605P101 22,709 195,900 SH   SOLE NONE 195,900 0 0
CONTINENTAL RESOURCES INC COM 212015101 27,137 621,400 SH   SOLE NONE 621,400 0 0
DELEK US HLDGS INC COM 246647101 4,822 121,300 SH   SOLE NONE 121,300 0 0
DIAMONDBACK ENERGY INC COM 25278X109 13,793 179,500 SH   SOLE NONE 179,500 0 0
DTE ENERGY CO COM 233331107 19,157 237,417 SH   SOLE NONE 237,417 0 0
EASTMAN CHEM CO COM 277432100 11,082 160,000 SH   SOLE NONE 160,000 0 0
ENCANA CORP COM 292505104 23,327 2,091,100 SH   SOLE NONE 2,091,100 0 0
EOG RES INC COM 26875P101 22,290 243,100 SH   SOLE NONE 243,100 0 0
EQT CORP COM 26884L109 38,203 461,000 SH   SOLE NONE 461,000 0 0
EXELON CORP COM 30161N101 2,954 87,900 SH   SOLE NONE 87,900 0 0
EXTERRAN HLDGS INC COM 30225X103 5,865 174,700 SH   SOLE NONE 174,700 0 0
FMSA HLDGS INC COM 30255X106 623 86,000 SH   SOLE NONE 86,000 0 0
FRANKS INTL N V COM N33462107 2,364 126,400 SH   SOLE NONE 126,400 0 0
GRACE W R & CO DEL NEW COM 38388F108 7,425 75,100 SH   SOLE NONE 75,100 0 0
GREAT PLAINS ENERGY INC COM 391164100 2,927 109,700 SH   SOLE NONE 109,700 0 0
GULFPORT ENERGY CORP COM NEW 402635304 5,013 109,200 SH   SOLE NONE 109,200 0 0
HALLIBURTON CO COM 406216101 27,377 623,900 SH   SOLE NONE 623,900 0 0
HELMERICH & PAYNE INC COM 423452101 6,228 91,500 SH   SOLE NONE 91,500 0 0
HESS CORP COM 42809H107 25,472 375,300 SH   SOLE NONE 375,300 0 0
KINDER MORGAN INC DEL COM 49456B101 12,866 305,900 SH   SOLE NONE 305,900 0 0
MARATHON OIL CORP COM 565849106 37,734 1,445,200 SH   SOLE NONE 1,445,200 0 0
MARATHON PETE CORP COM 56585A102 13,270 129,600 SH   SOLE NONE 129,600 0 0
NEWFIELD EXPL CO COM 651290108 24,134 687,787 SH   SOLE NONE 687,787 0 0
NEXTERA ENERGY INC COM 65339F101 2,331 22,400 SH   SOLE NONE 22,400 0 0
OCEANEERING INTL INC COM 675232102 8,273 153,400 SH   SOLE NONE 153,400 0 0
OIL STS INTL INC COM 678026105 16,417 412,800 SH   SOLE NONE 412,800 0 0
PARSLEY ENERGY INC CL A 701877102 17,811 1,114,612 SH   SOLE NONE 1,114,612 0 0
PATTERSON UTI ENERGY INC COM 703481101 13,509 719,500 SH   SOLE NONE 719,500 0 0
PDC ENERGY INC COM 69327R101 10,867 201,100 SH   SOLE NONE 201,100 0 0
PG&E CORP COM 69331C108 2,022 38,100 SH   SOLE NONE 38,100 0 0
PINNACLE WEST CAP CORP COM 723484101 8,396 131,700 SH   SOLE NONE 131,700 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 8,009 282,300 SH   SOLE NONE 282,300 0 0
POLYONE CORP COM 73179P106 7,806 209,000 SH   SOLE NONE 209,000 0 0
POTASH CORP SASK INC COM 73755L107 5,321 165,000 SH   SOLE NONE 165,000 0 0
PPG INDS INC COM 693506107 3,654 16,200 SH   SOLE NONE 16,200 0 0
PRECISION DRILLING CORP COM 2010 74022D308 8,547 1,348,101 SH   SOLE NONE 1,348,101 0 0
RPC INC COM 749660106 2,216 172,960 SH   SOLE NONE 172,960 0 0
RPM INTL INC COM 749685103 6,383 133,000 SH   SOLE NONE 133,000 0 0
RSP PERMIAN INC COM 74978Q105 3,454 137,100 SH   SOLE NONE 137,100 0 0
SANCHEZ ENERGY CORP COM 79970Y105 1,723 132,400 SH   SOLE NONE 132,400 0 0
SCANA CORP NEW COM 80589M102 1,364 24,800 SH   SOLE NONE 24,800 0 0
SEMGROUP CORP CL A 81663A105 12,657 155,600 SH   SOLE NONE 155,600 0 0
SHERWIN WILLIAMS CO COM 824348106 5,462 19,200 SH   SOLE NONE 19,200 0 0
SM ENERGY CO COM 78454L100 27,085 524,100 SH   SOLE NONE 524,100 0 0
STATOIL ASA SPONSORED ADR 85771P102 12,188 692,900 SH   SOLE NONE 692,900 0 0
SUNCOR ENERGY INC NEW COM 867224107 17,667 604,000 SH   SOLE NONE 604,000 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 7,419 332,100 SH   SOLE NONE 332,100 0 0
U S SILICA HLDGS INC COM 90346E103 5,947 167,000 SH   SOLE NONE 167,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 14,397 226,300 SH   SOLE NONE 226,300 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 14,769 1,200,700 SH   SOLE NONE 1,200,700 0 0
WESTLAKE CHEM CORP COM 960413102 10,233 142,241 SH   SOLE NONE 142,241 0 0
WHITING PETE CORP NEW COM 966387102 5,231 169,300 SH   SOLE NONE 169,300 0 0