0001140361-13-020900.txt : 20130515 0001140361-13-020900.hdr.sgml : 20130515 20130515135634 ACCESSION NUMBER: 0001140361-13-020900 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130515 DATE AS OF CHANGE: 20130515 EFFECTIVENESS DATE: 20130515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SIR Capital Management, L.P. CENTRAL INDEX KEY: 0001434997 IRS NUMBER: 830487823 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13426 FILM NUMBER: 13845691 BUSINESS ADDRESS: STREET 1: 620 8TH AVENUE, 22ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10018 BUSINESS PHONE: 212-993-7092 MAIL ADDRESS: STREET 1: 620 8TH AVENUE, 22ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10018 13F-HR 1 form13fhr.txt NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 3/31/2013 Check here if Amendment []; Amendment Number: ------- This Amendment (Check only one.): [] is a restatement. [] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: SIR Capital Management, L.P. Address: 620 Eighth Avenue 22nd Floor New York, New York 10018 Form 13F File Number: 028-13426 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Persons Signing this Report on Behalf of Reporting Manager: Name: Ben Fooshee Title: Chief Operating Officer Phone: (212) 993-7090 Signature, Place, and Date of Signing: /s/ Ben Fooshee New York, New York 5/15/2013 --------------------------------- --------------------------------- ---------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 66 Form 13F Information Table Value Total: $ 668,414 -------------- (In Thousands) List of Other Included Managers: Provide a numbered list of the name(s) and 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE
FORM 13F INFORMATION TABLE 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 MANAGERS SOLE SHARED NONE ---------------------------- --------------- --------- -------- --------- --- ---- ---------- -------- --------- ------ ---- ANADARKO PETE CORP COM 032511107 35,072 401,050 SH SOLE 401,050 0 0 BARRETT BILL CORP COM 06846N104 5,755 283,900 SH SOLE 283,900 0 0 BERRY PETE CO CL A 085789105 3,074 66,400 SH SOLE 66,400 0 0 BONANZA CREEK ENERGY INC COM 097793103 5,495 142,100 SH SOLE 142,100 0 0 CABOT OIL & GAS CORP COM 127097103 24,941 368,900 SH SOLE 368,900 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 16,887 259,000 SH SOLE 259,000 0 0 CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 3,683 59,300 SH SOLE 59,300 0 0 CIMAREX ENERGY CO COM 171798101 11,648 154,400 SH SOLE 154,400 0 0 CLOUD PEAK ENERGY INC COM 18911Q102 2,135 113,700 SH SOLE 113,700 0 0 COBALT INTL ENERGY INC COM 19075F106 21,659 768,050 SH SOLE 768,050 0 0 CONCHO RES INC COM 20605P101 13,367 137,200 SH SOLE 137,200 0 0 CONSOL ENERGY INC COM 20854P109 6,178 183,600 SH SOLE 183,600 0 0 CONTINENTAL RESOURCES INC COM 212015101 5,259 60,500 SH SOLE 60,500 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 1,996 28,700 SH SOLE 28,700 0 0 DTE ENERGY CO COM 233331107 3,190 46,681 SH SOLE 46,681 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 7,335 149,200 SH SOLE 149,200 0 0 EASTMAN CHEM CO COM 277432100 9,384 134,300 SH SOLE 134,300 0 0 EOG RES INC COM 26875P101 31,800 248,300 SH SOLE 248,300 0 0 EQT CORP COM 26884L109 20,413 301,300 SH SOLE 301,300 0 0 FLUOR CORP NEW COM 343412102 8,285 124,900 SH SOLE 124,900 0 0 FMC TECHNOLOGIES INC COM 30249U101 11,580 212,900 SH SOLE 212,900 0 0 FORUM ENERGY TECHNOLOGIES IN COM 34984V100 1,680 58,400 SH SOLE 58,400 0 0 GOODRICH PETE CORP COM NEW 382410405 290 18,500 SH SOLE 18,500 0 0 GULFMARK OFFSHORE INC CL A NEW 402629208 249 6,400 SH SOLE 6,400 0 0 GULFPORT ENERGY CORP COM NEW 402635304 2,227 48,600 SH SOLE 48,600 0 0 HALCON RES CORP COM NEW 40537Q209 1,190 152,800 SH SOLE 152,800 0 0 HALLIBURTON CO COM 406216101 27,661 684,500 SH SOLE 684,500 0 0 HELMERICH & PAYNE INC COM 423452101 8,722 143,695 SH SOLE 143,695 0 0 HERCULES OFFSHORE INC COM 427093109 8,891 1,198,300 SH SOLE 1,198,300 0 0 HESS CORP COM 42809H107 23,066 322,100 SH SOLE 322,100 0 0 HORNBECK OFFSHORE SVCS INC N COM 440543106 497 10,700 SH SOLE 10,700 0 0 KODIAK OIL & GAS CORP COM 50015Q100 1,213 133,400 SH SOLE 133,400 0 0 KOSMOS ENERGY LTD SHS G5315B107 4,488 397,200 SH SOLE 397,200 0 0 LAREDO PETE HLDGS INC COM 516806106 1,825 99,800 SH SOLE 99,800 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,513 71,300 SH SOLE 71,300 0 0 MARATHON OIL CORP COM 565849106 19,585 580,800 SH SOLE 580,800 0 0 MARATHON PETE CORP COM 56585A102 14,611 163,065 SH SOLE 163,065 0 0 MASTEC INC COM 576323109 2,597 89,100 SH SOLE 89,100 0 0 NATIONAL OILWELL VARCO INC COM 637071101 11,002 155,500 SH SOLE 155,500 0 0 NEXTERA ENERGY INC COM 65339F101 1,220 15,700 SH SOLE 15,700 0 0 NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 6,230 163,300 SH SOLE 163,300 0 0 NOBLE ENERGY INC COM 655044105 21,265 183,854 SH SOLE 183,854 0 0 PATTERSON UTI ENERGY INC COM 703481101 250 10,500 SH SOLE 10,500 0 0 PG&E CORP COM 69331C108 10,932 245,500 SH SOLE 245,500 0 0 PHILLIPS 66 COM 718546104 6,521 93,200 SH SOLE 93,200 0 0 PINNACLE WEST CAP CORP COM 723484101 1,528 26,400 SH SOLE 26,400 0 0 PIONEER NAT RES CO COM 723787107 3,355 27,000 SH SOLE 27,000 0 0 PPG INDS INC COM 693506107 4,085 30,500 SH SOLE 30,500 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 3,172 92,365 SH SOLE 92,365 0 0 QUANTA SVCS INC COM 74762E102 989 34,600 SH SOLE 34,600 0 0 ROSETTA RESOURCES INC COM 777779307 5,534 116,300 SH SOLE 116,300 0 0 ROWAN COMPANIES PLC SHS CL A G7665A101 318 9,000 SH SOLE 9,000 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 41,689 639,800 SH SOLE 639,800 0 0 SCANA CORP NEW COM 80589M102 2,957 57,800 SH SOLE 57,800 0 0 SHERWIN WILLIAMS CO COM 824348106 2,128 12,600 SH SOLE 12,600 0 0 SM ENERGY CO COM 78454L100 23,010 388,550 SH SOLE 388,550 0 0 SOUTHWESTERN ENERGY CO COM 845467109 1,435 38,500 SH SOLE 38,500 0 0 SUNCOR ENERGY INC NEW COM 867224107 51,086 1,702,300 SH SOLE 1,702,300 0 0 SUPERIOR ENERGY SVCS INC COM 868157108 6,560 252,600 SH SOLE 252,600 0 0 TARGA RES CORP COM 87612G101 4,886 71,900 SH SOLE 71,900 0 0
FORM 13F INFORMATION TABLE 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 MANAGERS SOLE SHARED NONE ---------------------------- --------------- --------- -------- --------- --- ---- ---------- -------- --------- ------ ---- TRANSCANADA CORP COM 89353D107 22,980 482,200 SH SOLE 482,200 0 0 TRANSOCEAN LTD REG SHS H8817H100 35,748 688,000 SH SOLE 688,000 0 0 U S SILICA HLDGS INC COM 90346E103 5,633 238,900 SH SOLE 238,900 0 0 ULTRA PETROLEUM CORP COM 903914109 2,971 147,800 SH SOLE 147,800 0 0 URS CORP NEW COM 903236107 1,617 34,100 SH SOLE 34,100 0 0 WILLIAMS COS INC DEL COM 969457100 16,872 450,400 SH SOLE 450,400 0 0