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 992 6,900 SH   SOLE   6,900 0 0
ANADARKO PETE CORP COM 032511107 37,038 531,160 SH   SOLE   531,160 0 0
BERRY PLASTICS GROUP INC COM 08579W103 3,319 68,100 SH   SOLE   68,100 0 0
CABOT OIL & GAS CORP COM 127097103 39,436 1,688,195 SH   SOLE   1,688,195 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 1,148 53,940 SH   SOLE   53,940 0 0
CALLON PETE CO DEL COM 13123X102 14,631 951,940 SH   SOLE   951,940 0 0
CHEMOURS CO COM 163851108 9,680 438,197 SH   SOLE   438,197 0 0
CHESAPEAKE ENERGY CORP COM 165167107 9,247 1,317,181 SH   SOLE   1,317,181 0 0
CIMAREX ENERGY CO COM 171798101 37,060 272,700 SH   SOLE   272,700 0 0
CONOCOPHILLIPS COM 20825C104 15,869 316,490 SH   SOLE   316,490 0 0
DEVON ENERGY CORP NEW COM 25179M103 26,583 582,065 SH   SOLE   582,065 0 0
DIAMONDBACK ENERGY INC COM 25278X109 14,260 141,100 SH   SOLE   141,100 0 0
DOW CHEM CO COM 260543103 13,420 234,541 SH   SOLE   234,541 0 0
ENCANA CORP COM 292505104 11,185 952,738 SH   SOLE   952,738 0 0
ENERGEN CORP COM 29265N108 37,788 655,252 SH   SOLE   655,252 0 0
ENERPLUS RES FD COM 292766102 5,347 563,528 SH   SOLE   563,528 0 0
ENI S P A SPONSORED ADR 26874R108 2,067 64,100 SH   SOLE   64,100 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 4,913 223,300 SH   SOLE   223,300 0 0
GRACE W R & CO DEL NEW COM 38388F108 6,677 98,712 SH   SOLE   98,712 0 0
HALLIBURTON CO COM 406216101 31,708 586,215 SH   SOLE   586,215 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 2,061 307,660 SH   SOLE   307,660 0 0
INGEVITY CORP COM 45688C107 3,814 69,514 SH   SOLE   69,514 0 0
KINDER MORGAN INC DEL COM 49456B101 12,708 613,600 SH   SOLE   613,600 0 0
MARATHON PETE CORP COM 56585A102 3,578 71,069 SH   SOLE   71,069 0 0
MDU RES GROUP INC COM 552690109 7,795 270,950 SH   SOLE   270,950 0 0
METHANEX CORP COM 59151K108 2,667 60,883 SH   SOLE   60,883 0 0
NATIONAL OILWELL VARCO INC COM 637071101 6,824 182,255 SH   SOLE   182,255 0 0
OASIS PETE INC NEW COM 674215108 21,092 1,393,109 SH   SOLE   1,393,109 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,994 28,000 SH   SOLE   28,000 0 0
OLIN CORP COM PAR $1 680665205 2,337 91,241 SH   SOLE   91,241 0 0
PARSLEY ENERGY INC CL A 701877102 17,422 494,384 SH   SOLE   494,384 0 0
PATTERSON UTI ENERGY INC COM 703481101 12,948 480,983 SH   SOLE   480,983 0 0
PIONEER ENERGY SVCS CORP COM 723664108 588 85,878 SH   SOLE   85,878 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 1,682 48,500 SH   SOLE   48,500 0 0
PRECISION DRILLING CORP COM 2010 74022D308 11,245 2,063,330 SH   SOLE   2,063,330 0 0
QEP RES INC COM 74733V100 5,953 323,341 SH   SOLE   323,341 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 3,019 73,300 SH   SOLE   73,300 0 0
RPC INC COM 749660106 17,271 871,835 SH   SOLE   871,835 0 0
SHERWIN WILLIAMS CO COM 824348106 4,542 16,900 SH   SOLE   16,900 0 0
SM ENERGY CO COM 78454L100 33,622 975,120 SH   SOLE   975,120 0 0
SOUTHWESTERN ENERGY CO COM 845467109 14,615 1,350,702 SH   SOLE   1,350,702 0 0
SUNCOR ENERGY INC NEW COM 867224107 30,754 940,773 SH   SOLE   940,773 0 0
TALLGRASS ENERGY GP LP SHS CL A 874696107 1,477 55,100 SH   SOLE   55,100 0 0
TARGA RES CORP COM 87612G101 14,312 255,256 SH   SOLE   255,256 0 0
TRINSEO S A SHS L9340P101 4,869 82,101 SH   SOLE   82,101 0 0
U S SILICA HLDGS INC COM 90346E103 19,238 339,413 SH   SOLE   339,413 0 0
UNIVAR INC COM 91336L107 3,875 136,580 SH   SOLE   136,580 0 0
VALERO ENERGY CORP NEW COM 91913Y100 25,326 370,700 SH   SOLE   370,700 0 0
WILLIAMS COS INC DEL COM 969457100 29,990 963,072 SH   SOLE   963,072 0 0