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

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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 1,046 15,000 SH   SOLE   15,000 0 0
ANTERO RES CORP COM 03674X106 40,800 1,725,156 SH   SOLE   1,725,156 0 0
ARCH COAL INC CL A 039380407 44,098 565,000 SH   SOLE   565,000 0 0
BP PLC SPONSORED ADR 055622104 905 4,371,400 SH Call SOLE   0 0 4,371,400
CAMECO CORP COM 13321L108 625 1,000,000 SH Put SOLE   0 0 1,000,000
CANADIAN NATL RY CO COM 136375102 60 600,000 SH Put SOLE   0 0 600,000
CHENIERE ENERGY INC COM NEW 16411R208 20,715 500,000 SH   SOLE   500,000 0 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 8,488 379,447 SH   SOLE   379,447 0 0
CIMAREX ENERGY CO COM 171798101 1,143 8,408 SH   SOLE   8,408 0 0
CONSOL ENERGY INC COM 20854P109 7 90,400 SH Put SOLE   0 0 90,400
CREDIT SUISSE NASSAU BRH 3X LONG GOLD 22542D688 7,805 933,643 SH   SOLE   933,643 0 0
CSX CORP COM 126408103 586 16,300 SH   SOLE   16,300 0 0
DELEK US HLDGS INC COM 246647101 19,360 804,316 SH   SOLE   804,316 0 0
DEVON ENERGY CORP NEW COM 25179M103 103,585 2,268,112 SH   SOLE   2,268,112 0 0
ENCANA CORP COM 292505104 17,442 1,486,477 SH   SOLE   1,486,477 0 0
ENERGEN CORP COM 29265N108 1,728 29,958 SH   SOLE   29,958 0 0
ENERPLUS CORP COM 292766102 130,682 13,785,791 SH   SOLE   13,785,791 0 0
ENI S P A SPONSORED ADR 26874R108 1,040 32,243 SH   SOLE   32,243 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 539 28,300 SH   SOLE   28,300 0 0
ENSCO PLC SHS CLASS A G3157S106 46,766 4,811,317 SH   SOLE   4,811,317 0 0
ENSCO PLC SHS CLASS A G3157S106 49 1,971,600 SH Call SOLE   0 0 1,971,600
EQT CORP COM 26884L109 29,093 444,840 SH   SOLE   444,840 0 0
EURONAV NV ANTWERPEN SHS B38564108 95 12,000 SH   SOLE   12,000 0 0
FIRST SOLAR INC COM 336433107 13,740 428,165 SH   SOLE   428,165 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 321 14,000 SH   SOLE   14,000 0 0
HESS CORP COM 42809H107 25,962 416,799 SH   SOLE   416,799 0 0
HOLLYFRONTIER CORP COM 436106108 27,961 853,507 SH   SOLE   853,507 0 0
HOLLYFRONTIER CORP COM 436106108 3,800 1,000,000 SH Call SOLE   0 0 1,000,000
KBR INC COM 48242W106 24,604 1,474,187 SH   SOLE   1,474,187 0 0
MARATHON OIL CORP COM 565849106 1,212 70,000 SH   SOLE   70,000 0 0
MARATHON PETE CORP COM 56585A102 18,556 368,536 SH   SOLE   368,536 0 0
PARSLEY ENERGY INC CL A 701877102 1,937 54,955 SH   SOLE   54,955 0 0
PATTERSON UTI ENERGY INC COM 703481101 229 2,289,300 SH Put SOLE   0 0 2,289,300
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 11,541 1,310,000 SH   SOLE   1,310,000 0 0
PIONEER NAT RES CO COM 723787107 51,811 287,728 SH   SOLE   287,728 0 0
PIONEER NAT RES CO COM 723787107 8,231 570,000 SH Call SOLE   0 0 570,000
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 208 6,000 SH   SOLE   6,000 0 0
PRECISION DRILLING CORP COM 2010 74022D308 112 2,000,000 SH Put SOLE   0 0 2,000,000
PROSHARES TR II ULTRA SILVER NEW 74347W353 20,337 633,738 SH   SOLE   633,738 0 0
QEP RES INC COM 74733V100 45,817 2,488,697 SH   SOLE   2,488,697 0 0
QEP RES INC COM 74733V100 13 539,300 SH Call SOLE   0 0 539,300
RANGE RES CORP COM 75281A109 27,193 791,405 SH   SOLE   791,405 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 11,755 622,263 SH   SOLE   622,263 0 0
RSP PERMIAN INC COM 74978Q105 3,013 67,525 SH   SOLE   67,525 0 0
SCHLUMBERGER LTD COM 806857108 10 480,000 SH Put SOLE   0 0 480,000
SM ENERGY CO COM 78454L100 86,291 2,502,637 SH   SOLE   2,502,637 0 0
SM ENERGY CO COM 78454L100 175 500,000 SH Call SOLE   0 0 500,000
SOUTHWESTERN ENERGY CO COM 845467109 6 200,000 SH Call SOLE   0 0 200,000
TARGA RES CORP COM 87612G101 561 10,000 SH   SOLE   10,000 0 0
TECK RESOURCES LTD CL B 878742204 13,433 670,631 SH   SOLE   670,631 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 11,651 39,259 SH   SOLE   39,259 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,253 8,362,500 SH Put SOLE   0 0 8,362,500
TURQUOISE HILL RES LTD COM 900435108 13,989 4,347,327 SH   SOLE   4,347,327 0 0
UNION PAC CORP COM 907818108 1,146 11,050 SH   SOLE   11,050 0 0
VALERO ENERGY CORP NEW COM 91913Y100 83 500,000 SH Call SOLE   0 0 500,000
WHITING PETE CORP NEW COM 966387102 112,133 9,328,865 SH   SOLE   9,328,865 0 0
WHITING PETE CORP NEW COM 966387102 1,245 3,400,000 SH Call SOLE   0 0 3,400,000
WILLIAMS CLAYTON ENERGY INC COM 969490101 55,002 461,195 SH   SOLE   461,195 0 0