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
ALBEMARLE CORP COM 012653101 7,836 98,799 SH   SOLE   98,799 0 0
BAKER HUGHES INC COM 057224107 20,455 453,257 SH   SOLE   453,257 0 0
BARRETT BILL CORP COM 06846N104 6,420 1,004,751 SH   SOLE   1,004,751 0 0
BERRY PLASTICS GROUP INC COM 08579W103 16,388 421,835 SH   SOLE   421,835 0 0
CABOT OIL & GAS CORP COM 127097103 6,919 268,800 SH   SOLE   268,800 0 0
CALLON PETE CO DEL COM 13123X102 15,457 1,376,370 SH   SOLE   1,376,370 0 0
CARRIZO OIL & GAS INC COM 144577103 1,007 28,100 SH   SOLE   28,100 0 0
CELANESE CORP DEL COM SER A 150870103 11,879 181,500 SH   SOLE   181,500 0 0
CIMAREX ENERGY CO COM 171798101 32,885 275,600 SH   SOLE   275,600 0 0
CONOCOPHILLIPS COM 20825C104 47,520 1,089,900 SH   SOLE   1,089,900 0 0
CONTINENTAL RESOURCES INC COM 212015101 18,414 406,752 SH   SOLE   406,752 0 0
DEVON ENERGY CORP NEW COM 25179M103 22,676 625,540 SH   SOLE   625,540 0 0
DOW CHEM CO COM 260543103 6,673 134,242 SH   SOLE   134,242 0 0
EASTMAN CHEM CO COM 277432100 10,137 149,300 SH   SOLE   149,300 0 0
ECLIPSE RES CORP COM 27890G100 1,336 400,000 SH   SOLE   400,000 0 0
ENERGEN CORP COM 29265N108 19,476 403,991 SH   SOLE   403,991 0 0
ENERPLUS RES FD COM 292766102 5,627 854,328 SH   SOLE   854,328 0 0
ENI S P A SPONSORED ADR 26874R108 7,130 220,400 SH   SOLE   220,400 0 0
ENSCO PLC SHS CLASS A G3157S106 8,832 909,568 SH   SOLE   909,568 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 1,352 175,330 SH   SOLE   175,330 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 2,945 113,102 SH   SOLE   113,102 0 0
GULFPORT ENERGY CORP COM NEW 402635304 25,209 806,419 SH   SOLE   806,419 0 0
HALLIBURTON CO COM 406216101 11,241 248,204 SH   SOLE   248,204 0 0
HESS CORP COM 42809H107 24,396 405,926 SH   SOLE   405,926 0 0
HOLLYFRONTIER CORP COM 436106108 4,860 204,457 SH   SOLE   204,457 0 0
KRATON PERFORMANCE POLYMERS COM 50077C106 2,017 72,231 SH   SOLE   72,231 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 6,809 91,500 SH   SOLE   91,500 0 0
MARATHON PETE CORP COM 56585A102 8,161 215,000 SH   SOLE   215,000 0 0
MONSANTO CO NEW COM 61166W101 6,380 61,700 SH   SOLE   61,700 0 0
NABORS INDUSTRIES LTD SHS G6359F103 31,025 3,087,067 SH   SOLE   3,087,067 0 0
NEWFIELD EXPL CO COM 651290108 29,870 676,101 SH   SOLE   676,101 0 0
NOBLE CORP PLC SHS USD G65431101 238 28,881 SH   SOLE   28,881 0 0
OASIS PETE INC NEW COM 674215108 12,568 1,345,600 SH   SOLE   1,345,600 0 0
OIL STS INTL INC COM 678026105 7,395 224,898 SH   SOLE   224,898 0 0
PARSLEY ENERGY INC CL A 701877102 39,867 1,473,284 SH   SOLE   1,473,284 0 0
PEMBINA PIPELINE CORP COM 706327103 4,023 132,400 SH   SOLE   132,400 0 0
PENN WEST PETE LTD COM 707887105 1,131 811,700 SH   SOLE   811,700 0 0
QEP RES INC COM 74733V100 28,463 1,614,480 SH   SOLE   1,614,480 0 0
RICE ENERGY INC COM 762760106 4,439 201,413 SH   SOLE   201,413 0 0
RSP PERMIAN INC COM 74978Q105 20,572 589,612 SH   SOLE   589,612 0 0
SEALED AIR CORP NEW COM 81211K100 10,527 229,004 SH   SOLE   229,004 0 0
SHERWIN WILLIAMS CO COM 824348106 9,710 33,065 SH   SOLE   33,065 0 0
SM ENERGY CO COM 78454L100 11,760 435,569 SH   SOLE   435,569 0 0
SOUTHWESTERN ENERGY CO COM 845467109 17,465 1,388,283 SH   SOLE   1,388,283 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 12,595 684,142 SH   SOLE   684,142 0 0
TARGA RES CORP COM 87612G101 5,073 120,387 SH   SOLE   120,387 0 0
TENARIS S A SPONSORED ADR 88031M109 2,587 89,690 SH   SOLE   89,690 0 0
TRANSCANADA CORP COM 89353D107 7,280 161,000 SH   SOLE   161,000 0 0
TRINSEO S A SHS L9340P101 11,660 271,612 SH   SOLE   271,612 0 0
U S SILICA HLDGS INC COM 90346E103 20,096 583,013 SH   SOLE   583,013 0 0
VALERO ENERGY CORP NEW COM 91913Y100 8,522 167,100 SH   SOLE   167,100 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 4,886 880,341 SH   SOLE   880,341 0 0
WHITING PETE CORP NEW COM 966387102 8,329 899,461 SH   SOLE   899,461 0 0