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
ANADARKO PETE CORP COM 032511107 41,437 653,996 SH   SOLE   653,996 0 0
ANTERO RES CORP COM 03674X106 14,613 542,217 SH   SOLE   542,217 0 0
BAKER HUGHES INC COM 057224107 20,753 411,187 SH   SOLE   411,187 0 0
BARRETT BILL CORP COM 06846N104 11,131 2,002,035 SH   SOLE   2,002,035 0 0
BERRY PLASTICS GROUP INC COM 08579W103 2,847 64,915 SH   SOLE   64,915 0 0
CALLON PETE CO DEL COM 13123X102 25,063 1,596,345 SH   SOLE   1,596,345 0 0
CARRIZO OIL & GAS INC COM 144577103 12,105 298,000 SH   SOLE   298,000 0 0
CELANESE CORP DEL COM SER A 150870103 11,841 177,904 SH   SOLE   177,904 0 0
CIMAREX ENERGY CO COM 171798101 34,762 258,700 SH   SOLE   258,700 0 0
CONOCOPHILLIPS COM 20825C104 36,263 834,200 SH   SOLE   834,200 0 0
CONTINENTAL RESOURCES INC COM 212015101 10,221 196,703 SH   SOLE   196,703 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 11,133 632,200 SH   SOLE   632,200 0 0
DOW CHEM CO COM 260543103 19,408 374,460 SH   SOLE   374,460 0 0
EASTMAN CHEM CO COM 277432100 3,753 55,454 SH   SOLE   55,454 0 0
ENERGEN CORP COM 29265N108 27,257 472,230 SH   SOLE   472,230 0 0
ENERPLUS RES FD COM 292766102 8,984 1,400,028 SH   SOLE   1,400,028 0 0
ENSCO PLC SHS CLASS A G3157S106 9,959 1,171,668 SH   SOLE   1,171,668 0 0
F M C CORP COM NEW 302491303 7,596 157,137 SH   SOLE   157,137 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 2,537 299,230 SH   SOLE   299,230 0 0
GRACE W R & CO DEL NEW COM 38388F108 6,787 91,958 SH   SOLE   91,958 0 0
GULFPORT ENERGY CORP COM NEW 402635304 355 12,550 SH   SOLE   12,550 0 0
HALLIBURTON CO COM 406216101 11,225 250,115 SH   SOLE   250,115 0 0
HESS CORP COM 42809H107 11,402 212,645 SH   SOLE   212,645 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 491 93,500 SH   SOLE   93,500 0 0
INGEVITY CORP COM 45688C107 1,512 32,800 SH   SOLE   32,800 0 0
KINDER MORGAN INC DEL COM 49456B101 8,082 349,400 SH   SOLE   349,400 0 0
KRATON CORPORATION COM 50077C106 1,746 49,841 SH   SOLE   49,841 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 17,838 221,149 SH   SOLE   221,149 0 0
MARATHON PETE CORP COM 56585A102 6,003 147,900 SH   SOLE   147,900 0 0
MONSANTO CO NEW COM 61166W101 8,138 79,630 SH   SOLE   79,630 0 0
NABORS INDUSTRIES LTD SHS G6359F103 25,937 2,133,014 SH   SOLE   2,133,014 0 0
OIL STS INTL INC COM 678026105 6,273 198,700 SH   SOLE   198,700 0 0
PARSLEY ENERGY INC CL A 701877102 26,962 804,584 SH   SOLE   804,584 0 0
PIONEER NAT RES CO COM 723787107 33,474 180,305 SH   SOLE   180,305 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 4,151 320,800 SH   SOLE   320,800 0 0
PRECISION DRILLING CORP COM 2010 74022D308 1,809 432,700 SH   SOLE   432,700 0 0
QEP RES INC COM 74733V100 38,454 1,968,991 SH   SOLE   1,968,991 0 0
RICE ENERGY INC COM 762760106 8,726 334,200 SH   SOLE   334,200 0 0
RPC INC COM 749660106 10,687 636,135 SH   SOLE   636,135 0 0
SHERWIN WILLIAMS CO COM 824348106 5,161 18,654 SH   SOLE   18,654 0 0
SILVER RUN ACQUISITION CORP CL A 82811P101 1,264 80,228 SH   SOLE   80,228 0 0
SILVER RUN ACQUISITION CORP UNIT 99/99/9999T 82811P200 790 43,872 SH   SOLE   43,872 0 0
SM ENERGY CO COM 78454L100 40,977 1,062,121 SH   SOLE   1,062,121 0 0
SOUTHWESTERN ENERGY CO COM 845467109 13,194 953,317 SH   SOLE   953,317 0 0
SUNCOR ENERGY INC NEW COM 867224107 22,300 802,743 SH   SOLE   802,743 0 0
TALLGRASS ENERGY GP LP SHS CL A 874696107 1,616 67,200 SH   SOLE   67,200 0 0
TARGA RES CORP COM 87612G101 10,285 209,427 SH   SOLE   209,427 0 0
TENARIS S A SPONSORED ADR 88031M109 1,264 44,505 SH   SOLE   44,505 0 0
TESORO CORP COM 881609101 10,677 134,200 SH   SOLE   134,200 0 0
TRANSCANADA CORP COM 89353D107 22,466 472,362 SH   SOLE   472,362 0 0
TRINSEO S A SHS L9340P101 438 7,736 SH   SOLE   7,736 0 0
U S SILICA HLDGS INC COM 90346E103 28,658 615,513 SH   SOLE   615,513 0 0
UNIVAR INC COM 91336L107 805 36,850 SH   SOLE   36,850 0 0
WESTERN REFNG INC COM 959319104 8,242 311,490 SH   SOLE   311,490 0 0
WHITING PETE CORP NEW COM 966387102 19,065 2,181,347 SH   SOLE   2,181,347 0 0
WILLIAMS COS INC DEL COM 969457100 33,830 1,100,872 SH   SOLE   1,100,872 0 0