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
ALCOA INC COM 013817101 5,931 614,000 SH   SOLE   614,000 0 0
ANADARKO PETE CORP COM 032511107 16,607 275,000 SH   SOLE   275,000 0 0
BAKER HUGHES INC COM 057224107 8,326 160,000 SH   SOLE   160,000 0 0
CF INDS HLDGS INC COM 125269100 14,608 325,345 SH   SOLE   325,345 0 0
CHESAPEAKE ENERGY CORP COM 165167107 3,313 452,000 SH   SOLE   452,000 0 0
CHEVRON CORP NEW COM 166764100 58,624 743,200 SH   SOLE   743,200 0 0
CIMAREX ENERGY CO COM 171798101 11,068 108,000 SH   SOLE   108,000 0 0
CONOCOPHILLIPS COM 20825C104 10,215 213,000 SH   SOLE   213,000 0 0
DOW CHEM CO COM 260543103 20,882 492,500 SH   SOLE   492,500 0 0
EASTMAN CHEM CO COM 277432100 9,061 140,000 SH   SOLE   140,000 0 0
ENERGEN CORP COM 29265N108 6,462 129,600 SH   SOLE   129,600 0 0
EOG RES INC COM 26875P101 26,062 358,000 SH   SOLE   358,000 0 0
EQT CORP COM 26884L109 9,068 140,000 SH   SOLE   140,000 0 0
EXXON MOBIL CORP COM 30231G102 100,999 1,358,430 SH   SOLE   1,358,430 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,403 248,000 SH   SOLE   248,000 0 0
HALLIBURTON CO COM 406216101 14,142 400,070 SH   SOLE   400,070 0 0
KINDER MORGAN INC DEL COM 49456B101 14,975 541,000 SH   SOLE   541,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 23,774 285,200 SH   SOLE   285,200 0 0
MARATHON OIL CORP COM 565849106 8,793 571,000 SH   SOLE   571,000 0 0
MARATHON PETE CORP COM 56585A102 12,259 264,600 SH   SOLE   264,600 0 0
MONSANTO CO NEW COM 61166W101 16,590 194,400 SH   SOLE   194,400 0 0
NATIONAL OILWELL VARCO INC COM 637071101 5,271 140,000 SH   SOLE   140,000 0 0
NOBLE ENERGY INC COM 655044105 11,272 373,500 SH   SOLE   373,500 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 26,791 405,000 SH   SOLE   405,000 0 0
OIL STS INTL INC COM 678026105 4,442 170,000 SH   SOLE   170,000 0 0
PACKAGING CORP AMER COM 695156109 9,403 156,300 SH   SOLE   156,300 0 0
PHILLIPS 66 COM 718546104 33,139 431,275 SH   SOLE   431,275 0 0
PIONEER NAT RES CO COM 723787107 12,103 99,500 SH   SOLE   99,500 0 0
PPG INDS INC COM 693506107 9,821 112,000 SH   SOLE   112,000 0 0
SCHLUMBERGER LTD COM 806857108 43,175 626,000 SH   SOLE   626,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 4,809 45,000 SH   SOLE   45,000 0 0
SPECTRA ENERGY CORP. COM 847560109 10,035 382,000 SH   SOLE   382,000 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 5,470 645,000 SH   SOLE   645,000 0 0
WHITING PETE CORP NEW COM 966387102 2,665 174,500 SH   SOLE   174,500 0 0
WILLIAMS COS INC DEL COM 969457100 9,213 250,000 SH   SOLE   250,000 0 0