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 9,850 68,850 SH   SOLE   68,850 0 0
BEMIS INC COM 081437105 4,890 105,738 SH   SOLE   105,738 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 1,859 54,237 SH   SOLE   54,237 0 0
CABOT OIL & GAS CORP COM 127097103 11,247 448,446 SH   SOLE   448,446 0 0
CALLON PETE CO DEL COM 13123X102 36,034 3,396,218 SH   SOLE   3,396,218 0 0
CELANESE CORP DEL COM SER A 150870103 14,924 157,197 SH   SOLE   157,197 0 0
CHEMOURS CO COM 163851108 11,630 306,705 SH   SOLE   306,705 0 0
CIMAREX ENERGY CO COM 171798101 39,063 415,521 SH   SOLE   415,521 0 0
CONOCOPHILLIPS COM 20825C104 12,667 288,137 SH   SOLE   288,137 0 0
CONTINENTAL RESOURCES INC COM 212015101 29,301 906,302 SH   SOLE   906,302 0 0
CORE LABORATORIES N V COM N22717107 22,384 221,037 SH   SOLE   221,037 0 0
DEVON ENERGY CORP NEW COM 25179M103 27,817 870,105 SH   SOLE   870,105 0 0
DOW CHEM CO COM 260543103 19,216 304,677 SH   SOLE   304,677 0 0
EARTHSTONE ENERGY INC CL A 27032D304 1,022 102,100 SH   SOLE   102,100 0 0
EASTMAN CHEM CO COM 277432100 15,656 186,403 SH   SOLE   186,403 0 0
ENBRIDGE INC COM 29250N105 5,143 129,200 SH   SOLE   129,200 0 0
ENERPLUS CORP COM 292766102 8,535 1,052,034 SH   SOLE   1,052,034 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 1,614 120,022 SH   SOLE   120,022 0 0
F M C CORP COM NEW 302491303 18,273 250,149 SH   SOLE   250,149 0 0
HALLIBURTON CO COM 406216101 13,982 327,375 SH   SOLE   327,375 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 829 213,157 SH   SOLE   213,157 0 0
INGEVITY CORP COM 45688C107 6,104 106,333 SH   SOLE   106,333 0 0
JAGGED PEAK ENERGY INC COM 47009K107 3,095 231,839 SH   SOLE   231,839 0 0
KEANE GROUP INC COM 48669A108 9,105 569,044 SH   SOLE   569,044 0 0
KOSMOS ENERGY LTD SHS G5315B107 1,084 169,176 SH   SOLE   169,176 0 0
LAREDO PETROLEUM INC COM 516806106 3,650 346,972 SH   SOLE   346,972 0 0
MRC GLOBAL INC COM 55345K103 4,122 249,500 SH   SOLE   249,500 0 0
MURPHY USA INC COM 626755102 13,699 184,844 SH   SOLE   184,844 0 0
NEWFIELD EXPL CO COM 651290108 26,559 933,219 SH   SOLE   933,219 0 0
NOBLE ENERGY INC COM 655044105 16,195 572,270 SH   SOLE   572,270 0 0
OCEANEERING INTL INC COM 675232102 4,283 187,500 SH   SOLE   187,500 0 0
OLIN CORP COM PAR $1 680665205 6,163 203,523 SH   SOLE   203,523 0 0
ONEOK INC NEW COM 682680103 29,771 570,770 SH   SOLE   570,770 0 0
PARSLEY ENERGY INC CL A 701877102 40,100 1,445,045 SH   SOLE   1,445,045 0 0
PATTERSON UTI ENERGY INC COM 703481101 16,522 818,347 SH   SOLE   818,347 0 0
PEMBINA PIPELINE CORP COM 706327103 10,994 331,942 SH   SOLE   331,942 0 0
POLYONE CORP COM 73179P106 5,902 152,338 SH   SOLE   152,338 0 0
QEP RES INC COM 74733V100 26,726 2,646,158 SH   SOLE   2,646,158 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 1,494 50,200 SH   SOLE   50,200 0 0
RICE ENERGY INC COM 762760106 20,786 780,530 SH   SOLE   780,530 0 0
RPC INC COM 749660106 11,255 556,916 SH   SOLE   556,916 0 0
SHERWIN WILLIAMS CO COM 824348106 13,442 38,300 SH   SOLE   38,300 0 0
SRC ENERGY INC COM 78470V108 2,882 428,204 SH   SOLE   428,204 0 0
SUNCOR ENERGY INC NEW COM 867224107 22,206 760,478 SH   SOLE   760,478 0 0
TENARIS S A SPONSORED ADR 88031M109 18,351 589,303 SH   SOLE   589,303 0 0
TESORO CORP COM 881609101 10,570 112,930 SH   SOLE   112,930 0 0
TRANSCANADA CORP COM 89353D107 10,994 230,635 SH   SOLE   230,635 0 0
TRONOX LTD SHS CL A Q9235V101 4,720 312,162 SH   SOLE   312,162 0 0
U S SILICA HLDGS INC COM 90346E103 2,883 81,244 SH   SOLE   81,244 0 0
WPX ENERGY INC COM 98212B103 16,775 1,736,569 SH   SOLE   1,736,569 0 0