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 8,395 62,050 SH   SOLE   62,050 0 0
ANADARKO PETE CORP COM 032511107 13,210 213,060 SH   SOLE   213,060 0 0
ANTERO RES CORP COM 03674X106 26,179 1,147,708 SH   SOLE   1,147,708 0 0
BAKER HUGHES INC COM 057224107 23,874 399,100 SH   SOLE   399,100 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 6,387 187,570 SH   SOLE   187,570 0 0
CABOT OIL & GAS CORP COM 127097103 32,406 1,355,346 SH   SOLE   1,355,346 0 0
CALLON PETE CO DEL COM 13123X102 33,968 2,581,140 SH   SOLE   2,581,140 0 0
CELANESE CORP DEL COM SER A 150870103 13,648 151,897 SH   SOLE   151,897 0 0
CHEMOURS CO COM 163851108 5,384 139,849 SH   SOLE   139,849 0 0
CHESAPEAKE ENERGY CORP COM 165167107 13,456 2,265,281 SH   SOLE   2,265,281 0 0
CIMAREX ENERGY CO COM 171798101 27,949 233,903 SH   SOLE   233,903 0 0
CONOCOPHILLIPS COM 20825C104 30,492 611,435 SH   SOLE   611,435 0 0
CONTINENTAL RESOURCES INC COM 212015101 16,833 370,600 SH   SOLE   370,600 0 0
CORE LABORATORIES N V COM N22717107 5,106 44,200 SH   SOLE   44,200 0 0
DEVON ENERGY CORP NEW COM 25179M103 13,576 325,398 SH   SOLE   325,398 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 583 34,867 SH   SOLE   34,867 0 0
DOW CHEM CO COM 260543103 27,029 425,388 SH   SOLE   425,388 0 0
EASTMAN CHEM CO COM 277432100 10,310 127,594 SH   SOLE   127,594 0 0
ENERGEN CORP COM 29265N108 34,236 628,872 SH   SOLE   628,872 0 0
ENERPLUS CORP COM 292766102 17,310 2,149,229 SH   SOLE   2,149,229 0 0
F M C CORP COM NEW 302491303 1,990 28,600 SH   SOLE   28,600 0 0
HALLIBURTON CO COM 406216101 13,298 270,231 SH   SOLE   270,231 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 1,963 356,312 SH   SOLE   356,312 0 0
INGEVITY CORP COM 45688C107 5,342 87,795 SH   SOLE   87,795 0 0
KINDER MORGAN INC DEL COM 49456B101 27,405 1,260,600 SH   SOLE   1,260,600 0 0
KOSMOS ENERGY LTD SHS G5315B107 1,144 171,800 SH   SOLE   171,800 0 0
KRATON CORPORATION COM 50077C106 5,971 193,100 SH   SOLE   193,100 0 0
LAREDO PETROLEUM INC COM 516806106 20,541 1,406,947 SH   SOLE   1,406,947 0 0
MATADOR RES CO COM 576485205 8,310 349,300 SH   SOLE   349,300 0 0
NEWFIELD EXPL CO COM 651290108 18,944 513,235 SH   SOLE   513,235 0 0
NOW INC COM 67011P100 502 29,600 SH   SOLE   29,600 0 0
OASIS PETE INC NEW COM 674215108 12,998 911,528 SH   SOLE   911,528 0 0
OCEANEERING INTL INC COM 675232102 7,580 279,900 SH   SOLE   279,900 0 0
ONEOK INC NEW COM 682680103 6,265 113,003 SH   SOLE   113,003 0 0
PATTERSON UTI ENERGY INC COM 703481101 16,633 685,345 SH   SOLE   685,345 0 0
PEMBINA PIPELINE CORP COM 706327103 6,533 206,142 SH   SOLE   206,142 0 0
QEP RES INC COM 74733V100 25,330 1,992,895 SH   SOLE   1,992,895 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 4,719 116,800 SH   SOLE   116,800 0 0
RICE ENERGY INC COM 762760106 31,316 1,321,330 SH   SOLE   1,321,330 0 0
RPC INC COM 749660106 4,063 221,900 SH   SOLE   221,900 0 0
SRC ENERGY INC COM 78470V108 6,647 787,600 SH   SOLE   787,600 0 0
SUNCOR ENERGY INC NEW COM 867224107 9,984 324,686 SH   SOLE   324,686 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 3,982 279,255 SH   SOLE   279,255 0 0
TARGA RES CORP COM 87612G101 11,163 186,356 SH   SOLE   186,356 0 0
TENARIS S A SPONSORED ADR 88031M109 34,888 1,021,900 SH   SOLE   1,021,900 0 0
TESORO CORP COM 881609101 19,398 239,300 SH   SOLE   239,300 0 0
TRANSCANADA CORP COM 89353D107 36,434 789,473 SH   SOLE   789,473 0 0
TRINSEO S A SHS L9340P101 3,415 50,901 SH   SOLE   50,901 0 0
U S SILICA HLDGS INC COM 90346E103 9,872 205,713 SH   SOLE   205,713 0 0
VALERO ENERGY CORP NEW COM 91913Y100 16,703 251,964 SH   SOLE   251,964 0 0
WPX ENERGY INC COM 98212B103 11,873 886,700 SH   SOLE   886,700 0 0