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 1,369 21,600 SH   SOLE   21,600 0 0
ANTERO RES CORP COM 03674X106 33,054 1,226,477 SH   SOLE   1,226,477 0 0
ARCHROCK INC COM 03957W106 2,343 179,100 SH   SOLE   179,100 0 0
ATWOOD OCEANICS INC COM 050095108 27,188 3,128,696 SH   SOLE   3,128,696 0 0
BAKER HUGHES INC COM 057224107 1,322 26,200 SH   SOLE   26,200 0 0
BP PLC CALL 055622904 1,765 5,421,400 SH Call SOLE   0 0 54,214
CALLON PETE CO DEL COM 13123X102 1,570 100,000 SH   SOLE   100,000 0 0
CAMECO CORP PUT 13321L958 1,175 1,000,000 SH Put SOLE   0 0 10,000
CANADIAN NATL RY CO COM 136375102 1,046 16,000 SH   SOLE   16,000 0 0
CANADIAN NATL RY CO PUT 136375952 285 600,000 SH Put SOLE   0 0 6,000
CARRIZO OIL & GAS INC COM 144577103 9,875 243,095 SH   SOLE   243,095 0 0
CHENIERE ENERGY INC COM NEW 16411R208 327 7,500 SH   SOLE   7,500 0 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 16,608 730,341 SH   SOLE   730,341 0 0
CIMAREX ENERGY CO COM 171798101 1,384 10,300 SH   SOLE   10,300 0 0
CONSOL ENERGY INC PUT 20854P959 6 90,400 SH Put SOLE   0 0 904
CREDIT SUISSE NASSAU BRH 3X LONG GOLD 22542D688 13,633 1,051,927 SH   SOLE   1,051,927 0 0
CVR ENERGY INC COM 12662P108 12,087 877,799 SH   SOLE   877,799 0 0
DEVON ENERGY CORP NEW COM 25179M103 97,170 2,202,897 SH   SOLE   2,202,897 0 0
DIAMONDBACK ENERGY INC COM 25278X109 763 7,900 SH   SOLE   7,900 0 0
ENCANA CORP COM 292505104 94,607 9,042,880 SH   SOLE   9,042,880 0 0
ENERGEN CORP COM 29265N108 2,548 44,140 SH   SOLE   44,140 0 0
ENERPLUS CORP COM 292766102 98,867 15,407,934 SH   SOLE   15,407,934 0 0
ENI S P A SPONSORED ADR 26874R108 1,029 35,643 SH   SOLE   35,643 0 0
ENSCO PLC CALL G3157S906 49 1,971,600 SH Call SOLE   0 0 19,716
ENSCO PLC SHS CLASS A G3157S106 41,572 4,890,870 SH   SOLE   4,890,870 0 0
EQT CORP COM 26884L109 38,186 525,829 SH   SOLE   525,829 0 0
FIRST SOLAR INC COM 336433107 43,484 1,101,149 SH   SOLE   1,101,149 0 0
FLUOR CORP NEW CALL 343412902 688 519,400 SH Call SOLE   0 0 5,194
FMC TECHNOLOGIES INC COM 30249U101 47,643 1,605,776 SH   SOLE   1,605,776 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 466 22,000 SH   SOLE   22,000 0 0
HALLIBURTON CO COM 406216101 2,284 50,900 SH   SOLE   50,900 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 2,301 283,000 SH   SOLE   283,000 0 0
HOLLYFRONTIER CORP CALL 436106908 1,100 1,000,000 SH Call SOLE   0 0 10,000
HOLLYFRONTIER CORP COM 436106108 25,156 1,026,795 SH   SOLE   1,026,795 0 0
KBR INC COM 48242W106 28,689 1,896,195 SH   SOLE   1,896,195 0 0
MARATHON OIL CORP COM 565849106 887 56,100 SH   SOLE   56,100 0 0
NATIONAL OILWELL VARCO INC CALL 637071901 2,013 500,000 SH Call SOLE   0 0 5,000
NATIONAL OILWELL VARCO INC COM 637071101 3,890 105,879 SH   SOLE   105,879 0 0
OIL STS INTL INC COM 678026105 1,657 52,500 SH   SOLE   52,500 0 0
PATTERSON UTI ENERGY INC PUT 703481951 401 2,289,300 SH Put SOLE   0 0 22,893
PBF ENERGY INC CALL 69318G906 75 500,000 SH Call SOLE   0 0 5,000
PEMBINA PIPELINE CORP COM 706327103 360 11,800 SH   SOLE   11,800 0 0
PIONEER NAT RES CO CALL 723787907 11,327 570,000 SH Call SOLE   0 0 5,700
PIONEER NAT RES CO COM 723787107 69,216 372,828 SH   SOLE   372,828 0 0
PRECISION DRILLING CORP CALL 74022D908 320 2,000,000 SH Put SOLE   0 0 20,000
PROSHARES TR II ULTRA SILVER NEW 74347W353 33,731 701,124 SH   SOLE   701,124 0 0
QEP RES INC CALL 74733V900 54 539,300 SH Call SOLE   0 0 5,393
QEP RES INC COM 74733V100 67,418 3,452,008 SH   SOLE   3,452,008 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 13,212 871,509 SH   SOLE   871,509 0 0
SCHLUMBERGER LTD COM 806857108 2,548 32,400 SH   SOLE   32,400 0 0
SCHLUMBERGER LTD PUT 806857958 473 480,000 SH Put SOLE   0 0 4,800
SM ENERGY CO CALL 78454L900 2,325 500,000 SH Call SOLE   0 0 5,000
SM ENERGY CO COM 78454L100 99,863 2,588,455 SH   SOLE   2,588,455 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 8,644 501,697 SH   SOLE   501,697 0 0
SOUTHWESTERN ENERGY CO CALL 845467909 98 200,000 SH Call SOLE   0 0 2,000
SPDR GOLD TRUST GOLD SHS 78463V107 30,551 243,161 SH   SOLE   243,161 0 0
TARGA RES CORP COM 87612G101 491 10,000 SH   SOLE   10,000 0 0
TESORO CORP COM 881609101 20,518 257,897 SH   SOLE   257,897 0 0
TRANSOCEAN LTD PUT H8817H950 8,596 8,362,500 SH Put SOLE   0 0 83,625
TURQUOISE HILL RES LTD COM 900435108 17,023 5,743,007 SH   SOLE   5,743,007 0 0
UNION PAC CORP COM 907818108 1,078 11,050 SH   SOLE   11,050 0 0
WHITING PETE CORP NEW CALL 966387902 3 53,700 SH Call SOLE   0 0 537
WHITING PETE CORP NEW COM 966387102 91,490 10,467,909 SH   SOLE   10,467,909 0 0
WILLIAMS CLAYTON ENERGY INC COM 969490101 33,941 397,246 SH   SOLE   397,246 0 0