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 26,266 282,459 SH   SOLE   282,459 0 0
APACHE CORP COM 037411105 52,387 615,305 SH   SOLE   615,305 0 0
BAKER HUGHES INC COM 057224107 32,016 652,049 SH   SOLE   652,049 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 19,555 1,547,061 SH   SOLE   1,547,061 0 0
CARBO CERAMICS INC COM 140781105 1,287 1,800 SH Put SOLE   1,800 0 0
CENOVUS ENERGY INC COM 15135U109 24,177 786,500 SH   SOLE   786,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 34,455 1,009,234 SH   SOLE   1,009,234 0 0
CLIFFS NAT RES INC COM 18683K101 5,001 16,588 SH Put SOLE   0 0 16,588
CLIFFS NAT RES INC COM 18683K101 2,733 2,473 SH Put SOLE   0 0 2,473
COBALT INTL ENERGY INC COM 19075F106 870 35,000 SH   SOLE   35,000 0 0
CONOCOPHILLIPS COM 20825C104 21,617 310,995 SH   SOLE   310,995 0 0
DEVON ENERGY CORP NEW COM 25179M103 23,168 401,113 SH   SOLE   401,113 0 0
DRIL-QUIP INC COM 262037104 1,635 14,248 SH   SOLE   14,248 0 0
ENERGEN CORP COM 29265N108 38,407 502,774 SH   SOLE   502,774 0 0
ENSCO PLC SHS CLASS A G3157S106 16 3,133 SH Call SOLE   0 0 3,133
EXXON MOBIL CORP COM 30231G102 15,797 183,599 SH   SOLE   183,599 0 0
EXXON MOBIL CORP COM 30231G102 87 1,500 SH Call SOLE   0 0 1,500
EXXON MOBIL CORP COM 30231G102 9 8,500 SH Call SOLE   0 0 8,500
FRANKS INTL N V COM N33462107 7,714 257,723 SH   SOLE   257,723 0 0
GULFPORT ENERGY CORP COM NEW 402635304 16,822 261,460 SH   SOLE   261,460 0 0
HALCON RES CORP COM NEW 40537Q209 288 5,000 SH Put SOLE   0 0 5,000
HALCON RES CORP COM NEW 40537Q209 2,400 15,000 SH Put SOLE   0 0 15,000
HALLIBURTON CO COM 406216101 1,456 30,244 SH   SOLE   30,244 0 0
HELMERICH & PAYNE INC COM 423452101 575 8,335 SH   SOLE   8,335 0 0
HESS CORP COM 42809H107 47,354 612,286 SH   SOLE   612,286 0 0
INTEROIL CORP COM 460951106 21,053 295,237 SH   SOLE   295,237 0 0
JOY GLOBAL INC COM 481165108 16,314 319,625 SH   SOLE   319,625 0 0
LAREDO PETE HLDGS INC COM 516806106 2,782 93,724 SH   SOLE   93,724 0 0
MARATHON PETE CORP COM 56585A102 33,733 524,458 SH   SOLE   524,458 0 0
MCDERMOTT INTL INC COM 580037109 17,546 2,361,510 SH   SOLE   2,361,510 0 0
NABORS INDUSTRIES LTD SHS G6359F103 15,745 980,385 SH   SOLE   980,385 0 0
NATIONAL OILWELL VARCO INC COM 637071101 340 2,419 SH Call SOLE   0 0 2,419
NEWFIELD EXPL CO COM 651290108 7,116 260,000 SH   SOLE   260,000 0 0
OCEAN RIG UDW INC COM Y64354205 13,426 737,716 SH   SOLE   737,716 0 0
OIL STS INTL INC COM 678026105 6,147 59,419 SH   SOLE   59,419 0 0
PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 684 61,775 SH   SOLE   61,775 0 0
PATTERSON UTI ENERGY INC COM 703481101 38,490 1,800,301 SH   SOLE   1,800,301 0 0
PBF ENERGY INC CL A 69318G106 750 6,000 SH Put SOLE   0 0 6,000
PENN WEST PETE LTD NEW COM 707887105 14,072 1,231,173 SH   SOLE   1,231,173 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 9,638 576,075 SH   SOLE   576,075 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 775 50,000 SH   SOLE   50,000 0 0
PIONEER NAT RES CO COM 723787107 69,504 368,134 SH   SOLE   368,134 0 0
PIONEER NAT RES CO COM 723787107 4,689 3,105 SH Call SOLE   0 0 3,105
RANGE RES CORP COM 75281A909 204 3,024 SH Call SOLE   0 0 3,024
SCHLUMBERGER LTD COM 806857108 1,485 16,802 SH   SOLE   16,802 0 0
SOUTHWESTERN ENERGY CO COM 845467109 47 2,662 SH Call SOLE   0 0 2,662
SOUTHWESTERN ENERGY CO COM 845467109 465 5,000 SH Call SOLE   0 0 5,000
STATOIL ASA SPONSORED ADR 85771P102 9,130 402,554 SH   SOLE   402,554 0 0
STONE ENERGY CORP COM 861642106 23,147 713,759 SH   SOLE   713,759 0 0
SWIFT ENERGY CO COM 870738101 4,599 402,700 SH   SOLE   402,700 0 0
TESORO CORP COM 881609101 41,828 951,075 SH   SOLE   951,075 0 0
TRANSOCEAN LTD REG SHS H8817H100 18,438 414,338 SH   SOLE   414,338 0 0
W & T OFFSHORE INC COM 92922P106 8,357 471,594 SH   SOLE   471,594 0 0
WALTER ENERGY INC COM 93317Q105 0 5,322 SH Call SOLE   5,322 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 38,701 2,524,537 SH   SOLE   2,524,537 0 0
WHITING PETE CORP NEW COM 966387102 33,428 558,524 SH   SOLE   558,524 0 0
WPX ENERGY INC COM 98212B103 18,360 953,265 SH   SOLE   953,265 0 0