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
AIRGAS INC COM 009363102 6,358 55,200 SH   SOLE   55,200 0 0
AMERICAN ELEC PWR INC COM 025537101 10,470 172,433 SH   SOLE   172,433 0 0
AXALTA COATING SYS LTD COM G0750C108 4,572 175,700 SH   SOLE   175,700 0 0
BERRY PLASTICS GROUP INC COM 08579W103 3,130 99,200 SH   SOLE   99,200 0 0
C&J ENERGY SVCS INC COM 12467B304 997 75,500 SH   SOLE   75,500 0 0
CABOT OIL & GAS CORP COM 127097103 5,984 202,100 SH   SOLE   202,100 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 14,161 283,500 SH   SOLE   283,500 0 0
CARRIZO OIL & GAS INC COM 144577103 6,968 167,500 SH   SOLE   167,500 0 0
CHESAPEAKE ENERGY CORP COM 165167107 12,859 657,100 SH   SOLE   657,100 0 0
COBALT INTL ENERGY INC COM 19075F106 1,617 181,850 SH   SOLE   181,850 0 0
CONCHO RES INC COM 20605P101 23,062 231,200 SH   SOLE   231,200 0 0
CONTINENTAL RESOURCES INC COM 212015101 17,765 463,100 SH   SOLE   463,100 0 0
DEVON ENERGY CORP NEW COM 25179M103 19,848 324,262 SH   SOLE   324,262 0 0
DIAMONDBACK ENERGY INC COM 25278X109 6,295 105,300 SH   SOLE   105,300 0 0
DRIL-QUIP INC COM 262037104 4,343 56,600 SH   SOLE   56,600 0 0
DTE ENERGY CO COM 233331107 11,385 131,817 SH   SOLE   131,817 0 0
ENBRIDGE INC COM 29250N105 12,149 236,300 SH   SOLE   236,300 0 0
ENERPLUS CORP COM 292766102 6,619 687,300 SH   SOLE   687,300 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 2,112 59,400 SH   SOLE   59,400 0 0
EXXON MOBIL CORP COM 30231G102 13,784 149,100 SH   SOLE   149,100 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 804 38,800 SH   SOLE   38,800 0 0
GRACE W R & CO DEL NEW COM 38388F108 12,830 134,500 SH   SOLE   134,500 0 0
GREAT PLAINS ENERGY INC COM 391164100 6,236 219,500 SH   SOLE   219,500 0 0
KINDER MORGAN INC DEL COM 49456B101 13,450 317,900 SH   SOLE   317,900 0 0
LAREDO PETROLEUM INC COM 516806106 914 88,300 SH   SOLE   88,300 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,215 15,300 SH   SOLE   15,300 0 0
MARATHON OIL CORP COM 565849106 10,162 359,200 SH   SOLE   359,200 0 0
MARATHON PETE CORP COM 56585A102 5,235 58,000 SH   SOLE   58,000 0 0
NEWFIELD EXPL CO COM 651290108 27,440 1,011,787 SH   SOLE   1,011,787 0 0
NEXTERA ENERGY INC COM 65339F101 12,999 122,300 SH   SOLE   122,300 0 0
OCEANEERING INTL INC COM 675232102 10,633 180,800 SH   SOLE   180,800 0 0
OIL STS INTL INC COM 678026105 13,369 273,400 SH   SOLE   273,400 0 0
PARSLEY ENERGY INC CL A 701877102 9,102 570,312 SH   SOLE   570,312 0 0
PATTERSON UTI ENERGY INC COM 703481101 9,939 599,100 SH   SOLE   599,100 0 0
PDC ENERGY INC COM 69327R101 9,608 232,800 SH   SOLE   232,800 0 0
PG&E CORP COM 69331C108 6,857 128,800 SH   SOLE   128,800 0 0
PINNACLE WEST CAP CORP COM 723484101 7,170 104,965 SH   SOLE   104,965 0 0
PIONEER NAT RES CO COM 723787107 3,543 23,800 SH   SOLE   23,800 0 0
PPG INDS INC COM 693506107 11,835 51,200 SH   SOLE   51,200 0 0
RICE ENERGY INC COM 762760106 1,650 78,700 SH   SOLE   78,700 0 0
SANCHEZ ENERGY CORP COM 79970Y105 6,650 715,800 SH   SOLE   715,800 0 0
SHERWIN WILLIAMS CO COM 824348106 11,995 45,600 SH   SOLE   45,600 0 0
SM ENERGY CO COM 78454L100 17,137 444,200 SH   SOLE   444,200 0 0
SOUTHERN CO COM 842587107 8,427 171,600 SH   SOLE   171,600 0 0
STATOIL ASA SPONSORED ADR 85771P102 14,928 847,700 SH   SOLE   847,700 0 0
SUNCOR ENERGY INC NEW COM 867224107 30,584 962,400 SH   SOLE   962,400 0 0
TRANSCANADA CORP COM 89353D107 9,619 195,900 SH   SOLE   195,900 0 0
U S SILICA HLDGS INC COM 90346E103 2,179 84,800 SH   SOLE   84,800 0 0
ULTRA PETROLEUM CORP COM 903914109 6,612 502,400 SH   SOLE   502,400 0 0
VALERO ENERGY CORP NEW COM 91913Y100 7,415 149,800 SH   SOLE   149,800 0 0
WESTLAKE CHEM CORP COM 960413102 1,059 17,341 SH   SOLE   17,341 0 0