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
ANADARKO PETE CORP COM 032511107 21,960 276,994 SH   SOLE   276,994 0 0
APACHE CORP COM 037411105 44,974 523,378 SH   SOLE   523,378 0 0
BAKER HUGHES INC COM 057224107 39,312 711,278 SH   SOLE   711,278 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 24,696 1,564,988 SH   SOLE   1,564,988 0 0
CABOT OIL & GAS CORP COM 127097103 6,816 175,995 SH   SOLE   175,995 0 0
CARRIZO OIL & GAS INC COM 144577103 7,127 159,227 SH   SOLE   159,227 0 0
CLIFFS NAT RES INC COM 18683K101 3,457 21,437 SH Put SOLE   0 0 21,437
COBALT INTL ENERGY INC COM 19075F106 25,886 1,575,513 SH   SOLE   1,575,513 0 0
CONOCOPHILLIPS COM 20825C104 7,387 104,555 SH   SOLE   104,555 0 0
CVR ENERGY INC COM 12662P108 7,653 176,263 SH   SOLE   176,263 0 0
DELEK US HLDGS INC COM 246647101 7,966 231,698 SH   SOLE   231,698 0 0
DEVON ENERGY CORP NEW COM 25179M103 18,595 300,549 SH   SOLE   300,549 0 0
DIAMONDBACK ENERGY INC COM 25278X109 15,373 290,941 SH   SOLE   290,941 0 0
DRIL-QUIP INC COM 262037104 1,739 15,821 SH   SOLE   15,821 0 0
ENERGEN CORP COM 29265N108 25,827 365,298 SH   SOLE   365,298 0 0
ENSCO PLC SHS CLASS A G3157S106 22,498 393,667 SH   SOLE   393,667 0 0
EXXON MOBIL CORP COM 30231G102 15,174 150,000 SH   SOLE   150,000 0 0
EXXON MOBIL CORP COM 30231G102 883 1,000 SH Call SOLE   0 0 1,000
HALCON RES CORP COM NEW 40537Q209 3,464 22,408 SH Put SOLE   0 0 22,408
HALLIBURTON CO COM 406216101 1,704 33,582 SH   SOLE   33,582 0 0
HELMERICH & PAYNE INC COM 423452101 777 9,254 SH   SOLE   9,254 0 0
HESS CORP COM 42809H107 13,540 163,176 SH   SOLE   163,176 0 0
INTEROIL CORP COM 460951106 257 5,000 SH   SOLE   5,000 0 0
KODIAK OIL & GAS CORP COM 50015Q100 22,271 1,986,678 SH   SOLE   1,986,678 0 0
LAREDO PETE HLDGS INC COM 516806106 47,165 1,705,798 SH   SOLE   1,705,798 0 0
MAGNUM HUNTER RES CORP DEL COM 55973B102 13,828 1,894,291 SH   SOLE   1,894,291 0 0
MARATHON PETE CORP COM 56585A102 69,694 760,024 SH   SOLE   760,024 0 0
MARATHON PETE CORP COM 56585A102 930 3,000 SH Call SOLE   0 0 3,000
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 570759100 20,031 6,410 SH Call SOLE   0 0 6,410
MCDERMOTT INTL INC COM 580037109 7,588 828,799 SH   SOLE   828,799 0 0
NABORS INDUSTRIES LTD SHS G6359F103 16,180 952,031 SH   SOLE   952,031 0 0
OCEAN RIG UDW INC SHS Y64354205 9,328 484,548 SH   SOLE   484,548 0 0
OIL STS INTL INC COM 678026105 6,838 67,221 SH   SOLE   67,221 0 0
PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 786 68,594 SH   SOLE   68,594 0 0
PATTERSON UTI ENERGY INC COM 703481101 16,737 661,421 SH   SOLE   661,421 0 0
PDC ENERGY INC COM 69327R101 11,073 208,134 SH   SOLE   208,134 0 0
PENN WEST PETE LTD NEW COM 707887105 12,966 1,550,938 SH   SOLE   1,550,938 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 689 50,000 SH   SOLE   50,000 0 0
PIONEER NAT RES CO COM 723787107 76,470 415,758 SH   SOLE   415,758 0 0
PIONEER NAT RES CO COM 723787107 1,816 4,344 SH Call SOLE   0 0 4,344
RANGE RES CORP COM 75281A109 68,503 812,994 SH   SOLE   812,994 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 25,030 707,871 SH   SOLE   707,871 0 0
SCHLUMBERGER LTD COM 806857108 1,680 18,657 SH   SOLE   18,657 0 0
SOUTHWESTERN ENERGY CO COM 845467109 474 8,521 SH Call SOLE   0 0 8,521
STATOIL ASA SPONSORED ADR 85771P102 10,989 455,421 SH   SOLE   455,421 0 0
STONE ENERGY CORP COM 861642106 38,457 1,112,108 SH   SOLE   1,112,108 0 0
TESORO CORP COM 881609101 62,251 1,064,845 SH   SOLE   1,064,845 0 0
TRANSOCEAN LTD REG SHS H8817H100 3,675 74,372 SH   SOLE   74,372 0 0
VALE S A ADR 91912E105 316 16,657 SH Put SOLE   0 0 16,657
VALERO ENERGY CORP NEW COM 91913Y100 23,445 465,135 SH   SOLE   465,135 0 0
W & T OFFSHORE INC COM 92922P106 9,144 571,833 SH   SOLE   571,833 0 0
WHITING PETE CORP NEW COM 966387102 38,848 627,789 SH   SOLE   627,789 0 0
WPX ENERGY INC COM 98212B103 1,016 49,901 SH   SOLE   49,901 0 0