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 3,762 26,300 SH   SOLE   26,300 0 0
BAKER HUGHES INC COM 057224107 4,911 90,100 SH   SOLE   90,100 0 0
CALLON PETE CO DEL COM 13123X102 2,902 273,500 SH   SOLE   273,500 0 0
CHEVRON CORP NEW COM 166764100 62,264 596,800 SH   SOLE   596,800 0 0
CIMAREX ENERGY CO COM 171798101 7,652 81,400 SH   SOLE   81,400 0 0
CONCHO RES INC COM 20605P101 10,828 89,100 SH   SOLE   89,100 0 0
CONOCOPHILLIPS COM 20825C104 24,068 547,500 SH   SOLE   547,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 6,652 74,900 SH   SOLE   74,900 0 0
DOW CHEM CO COM 260543103 28,095 445,456 SH   SOLE   445,456 0 0
DU PONT E I DE NEMOURS CO COM 263534109 11,929 147,800 SH   SOLE   147,800 0 0
EASTMAN CHEM CO COM 277432100 8,769 104,400 SH   SOLE   104,400 0 0
ENBRIDGE INC. COM 29250N105 5,441 136,673 SH   SOLE   136,673 0 0
ENERGEN CORP COM 29265N108 1,688 34,200 SH   SOLE   34,200 0 0
EOG RES INC COM 26875P101 17,208 190,100 SH   SOLE   190,100 0 0
EQT CORP COM 26884L109 6,627 113,100 SH   SOLE   113,100 0 0
EXXON MOBIL CORP COM 30231G102 122,333 1,515,330 SH   SOLE   1,515,330 0 0
FORUM ENERGY TECHNOLOGIES COM 34984V100 2,616 167,700 SH   SOLE   167,700 0 0
FREEPORT-MCMORAN INC CL B 35671D857 4,788 398,700 SH   SOLE   398,700 0 0
HALLIBURTON CO COM 406216101 20,192 472,770 SH   SOLE   472,770 0 0
HB FULLER CO COM 359694106 6,644 130,000 SH   SOLE   130,000 0 0
HOLLYFRONTIER CORP. COM 436106108 4,869 177,250 SH   SOLE   177,250 0 0
KINDER MORGAN INC DEL COM 49456B101 5,543 289,300 SH   SOLE   289,300 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 17,081 202,400 SH   SOLE   202,400 0 0
MARATHON PETE CORP COM 56585A102 15,144 289,400 SH   SOLE   289,400 0 0
MONSANTO CO NEW COM 61166W101 17,801 150,400 SH   SOLE   150,400 0 0
NATIONAL OILWELL VARCO INC COM 637071101 4,674 141,900 SH   SOLE   141,900 0 0
NOBLE ENERGY INC COM 655044105 10,205 360,600 SH   SOLE   360,600 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 21,044 351,500 SH   SOLE   351,500 0 0
OIL STS INTL INC COM 678026105 4,890 180,100 SH   SOLE   180,100 0 0
PACKAGING CORP AMER COM 695156109 5,881 52,800 SH   SOLE   52,800 0 0
PARSLEY ENERGY INC CL A 701877102 6,041 217,700 SH   SOLE   217,700 0 0
PHILLIPS 66 COM 718546104 7,655 92,575 SH   SOLE   92,575 0 0
PIONEER NAT RES CO COM 723787107 13,197 82,700 SH   SOLE   82,700 0 0
PPG INDS INC COM 693506107 12,601 114,600 SH   SOLE   114,600 0 0
RANGE RESOURCES CORP. COM 75281A109 7,463 322,100 SH   SOLE   322,100 0 0
RELIANCE STEEL & ALUMINUM COM 759509102 2,483 34,100 SH   SOLE   34,100 0 0
RSP PERMIAN INC COM 74978Q105 4,679 145,000 SH   SOLE   145,000 0 0
SCHLUMBERGER LTD COM 806857108 34,592 525,400 SH   SOLE   525,400 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 4,154 35,200 SH   SOLE   35,200 0 0
STEEL DYNAMICS, INC. COM 858119100 4,795 133,900 SH   SOLE   133,900 0 0
TARGA RESOURCES CORP COM 87612G101 8,751 193,600 SH   SOLE   193,600 0 0
VALERO ENERGY CORP COM 91913Y100 17,054 252,800 SH   SOLE   252,800 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 4,606 1,190,100 SH   SOLE   1,190,100 0 0
WHITING PETE CORP NEW COM 966387102 1,386 251,500 SH   SOLE   251,500 0 0
WILLIAMS COS INC DEL COM 969457100 13,341 440,600 SH   SOLE   440,600 0 0