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
AMERICAN ELEC PWR INC COM 025537101 31,616 566,900 SH   SOLE 0 566,900 0 0
ANADARKO PETE CORP COM 032511107 10,104 92,300 SH   SOLE 0 92,300 0 0
ASHLAND INC NEW COM 044209104 7,786 71,600 SH   SOLE 0 71,600 0 0
ATHLON ENERGY INC COM 047477104 18,598 389,900 SH   SOLE 0 389,900 0 0
AXIALL CORP COM 05463D100 1,394 29,500 SH   SOLE 0 29,500 0 0
BAKER HUGHES INC COM 057224107 29,959 402,400 SH   SOLE 0 402,400 0 0
BARRETT BILL CORP COM 06846N104 12,397 462,931 SH   SOLE 0 462,931 0 0
BELLATRIX EXPLORATION LTD COM 078314101 2,620 301,800 SH   SOLE 0 301,800 0 0
CANADIAN NAT RES LTD COM 136385101 8,631 188,000 SH   SOLE 0 188,000 0 0
CARBO CERAMICS INC COM 140781105 3,314 21,500 SH   SOLE 0 21,500 0 0
CARRIZO OIL & GAS INC COM 144577103 13,838 199,804 SH   SOLE 0 199,804 0 0
CELANESE CORP DEL COM SER A 150870103 2,006 31,200 SH   SOLE 0 31,200 0 0
CIMAREX ENERGY CO COM 171798101 34,406 239,831 SH   SOLE 0 239,831 0 0
CMS ENERGY CORP COM 125896100 13,746 441,293 SH   SOLE 0 441,293 0 0
COBALT INTL ENERGY INC COM 19075F106 6,886 375,250 SH   SOLE 0 375,250 0 0
CONOCOPHILLIPS COM 20825C104 1,217 14,200 SH   SOLE 0 14,200 0 0
CST BRANDS INC COM 12646R105 4,913 142,400 SH   SOLE 0 142,400 0 0
DEVON ENERGY CORP NEW COM 25179M103 23,836 300,200 SH   SOLE 0 300,200 0 0
DIAMONDBACK ENERGY INC COM 25278X109 6,873 77,400 SH   SOLE 0 77,400 0 0
DOW CHEM CO COM 260543103 6,294 122,300 SH   SOLE 0 122,300 0 0
DRIL-QUIP INC COM 262037104 5,309 48,600 SH   SOLE 0 48,600 0 0
EDISON INTL COM 281020107 19,218 330,713 SH   SOLE 0 330,713 0 0
ENCANA CORP COM 292505104 12,796 539,700 SH   SOLE 0 539,700 0 0
EOG RES INC COM 26875P101 33,387 285,700 SH   SOLE 0 285,700 0 0
EP ENERGY CORP CL A 268785102 11,368 493,200 SH   SOLE 0 493,200 0 0
EQT CORP COM 26884L109 14,100 131,900 SH   SOLE 0 131,900 0 0
EXELON CORP COM 30161N101 5,877 161,100 SH   SOLE 0 161,100 0 0
F M C CORP COM NEW 302491303 2,677 37,600 SH   SOLE 0 37,600 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 3,913 107,400 SH   SOLE 0 107,400 0 0
GREAT PLAINS ENERGY INC COM 391164100 3,071 114,300 SH   SOLE 0 114,300 0 0
GULFPORT ENERGY CORP COM NEW 402635304 4,817 76,700 SH   SOLE 0 76,700 0 0
HALLIBURTON CO COM 406216101 35,100 494,300 SH   SOLE 0 494,300 0 0
HESS CORP COM 42809H107 50,574 511,420 SH   SOLE 0 511,420 0 0
HUNTSMAN CORP COM 447011107 8,503 302,600 SH   SOLE 0 302,600 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 8,720 89,300 SH   SOLE 0 89,300 0 0
MARATHON PETE CORP COM 56585A102 11,266 144,300 SH   SOLE 0 144,300 0 0
MONSANTO CO NEW COM 61166W101 6,050 48,500 SH   SOLE 0 48,500 0 0
NEWFIELD EXPL CO COM 651290108 16,381 370,600 SH   SOLE 0 370,600 0 0
NEXTERA ENERGY INC COM 65339F101 2,203 21,500 SH   SOLE 0 21,500 0 0
NISOURCE INC COM 65473P105 433 11,000 SH   SOLE 0 11,000 0 0
OASIS PETE INC NEW COM 674215108 10,088 180,500 SH   SOLE 0 180,500 0 0
PATTERSON UTI ENERGY INC COM 703481101 18,399 526,600 SH   SOLE 0 526,600 0 0
PDC ENERGY INC COM 69327R101 8,790 139,200 SH   SOLE 0 139,200 0 0
PENN VA CORP COM 707882106 14,858 876,600 SH   SOLE 0 876,600 0 0
POLYONE CORP COM 73179P106 2,103 49,900 SH   SOLE 0 49,900 0 0
PPG INDS INC COM 693506107 4,918 23,400 SH   SOLE 0 23,400 0 0
PRECISION DRILLING CORP COM 2010 74022D308 17,241 1,217,600 SH   SOLE 0 1,217,600 0 0
QUANTA SVCS INC COM 74762E102 8,112 234,600 SH   SOLE 0 234,600 0 0
RICE ENERGY INC COM 762760106 6,769 222,300 SH   SOLE 0 222,300 0 0
ROSETTA RESOURCES INC COM 777779307 1,503 27,400 SH   SOLE 0 27,400 0 0
RSP PERMIAN INC COM 74978Q105 8,554 263,700 SH   SOLE 0 263,700 0 0
SANCHEZ ENERGY CORP COM 79970Y105 1,977 52,600 SH   SOLE 0 52,600 0 0
SHERWIN WILLIAMS CO COM 824348106 8,897 43,000 SH   SOLE 0 43,000 0 0
SPECTRA ENERGY CORP COM 847560109 18,037 424,600 SH   SOLE 0 424,600 0 0
STONE ENERGY CORP COM 861642106 12,675 270,900 SH   SOLE 0 270,900 0 0
SUNCOR ENERGY INC NEW COM 867224107 42,626 999,900 SH   SOLE 0 999,900 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 4,300 118,980 SH   SOLE 0 118,980 0 0
TARGA RES CORP COM 87612G101 1,033 7,400 SH   SOLE 0 7,400 0 0
TENARIS S A SPONSORED ADR 88031M109 1,914 40,600 SH   SOLE 0 40,600 0 0
TESORO CORP COM 881609101 11,288 192,400 SH   SOLE 0 192,400 0 0
U S SILICA HLDGS INC COM 90346E103 9,530 171,900 SH   SOLE 0 171,900 0 0
ULTRA PETROLEUM CORP COM 903914109 1,018 34,300 SH   SOLE 0 34,300 0 0
WESTERN REFNG INC COM 959319104 11,257 299,800 SH   SOLE 0 299,800 0 0
WESTLAKE CHEM CORP COM 960413102 2,504 29,900 SH   SOLE 0 29,900 0 0
WILLIAMS COS INC DEL COM 969457100 31,596 542,800 SH   SOLE 0 542,800 0 0