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
AIR PRODS & CHEMS INC COM 009158106 3,558 26,300 SH   SOLE   26,300 0 0
ANADARKO PETE CORP COM 032511107 19,964 322,000 SH   SOLE   322,000 0 0
BAKER HUGHES INC COM 057224107 5,390 90,100 SH   SOLE   90,100 0 0
CALLON PETE CO DEL COM 13123X102 3,599 273,500 SH   SOLE   273,500 0 0
CHEVRON CORP NEW COM 166764100 58,914 548,700 SH   SOLE   548,700 0 0
CIMAREX ENERGY CO COM 171798101 9,726 81,400 SH   SOLE   81,400 0 0
CONCHO RES INC COM 20605P101 11,435 89,100 SH   SOLE   89,100 0 0
CONOCOPHILLIPS COM 20825C104 27,304 547,500 SH   SOLE   547,500 0 0
DOW CHEM CO COM 260543103 28,304 445,456 SH   SOLE   445,456 0 0
DU PONT E I DE NEMOURS CO COM 263534109 11,873 147,800 SH   SOLE   147,800 0 0
EASTMAN CHEM CO COM 277432100 9,316 115,300 SH   SOLE   115,300 0 0
ENBRIDGE INC COM 29250N105 5,718 136,673 SH   SOLE   136,673 0 0
EOG RES INC COM 26875P101 19,071 195,500 SH   SOLE   195,500 0 0
EQT CORP COM 26884L109 6,910 113,100 SH   SOLE   113,100 0 0
EXXON MOBIL CORP COM 30231G102 119,286 1,454,530 SH   SOLE   1,454,530 0 0
FORUM ENERGY TECHNOLOGIES COM 34984V100 3,471 167,700 SH   SOLE   167,700 0 0
FREEPORT-MCMORAN INC CL B 35671D857 5,327 398,700 SH   SOLE   398,700 0 0
HALLIBURTON CO COM 406216101 23,265 472,770 SH   SOLE   472,770 0 0
HB FULLER CO COM 359694106 8,502 164,900 SH   SOLE   164,900 0 0
HOLLYFRONTIER CORP. COM 436106108 5,023 177,250 SH   SOLE   177,250 0 0
KINDER MORGAN INC DEL COM 49456B101 7,876 362,300 SH   SOLE   362,300 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 20,846 228,600 SH   SOLE   228,600 0 0
MARATHON PETE CORP COM 56585A102 14,626 289,400 SH   SOLE   289,400 0 0
MONSANTO CO NEW COM 61166W101 17,025 150,400 SH   SOLE   150,400 0 0
NATIONAL OILWELL VARCO INC COM 637071101 5,689 141,900 SH   SOLE   141,900 0 0
NOBLE ENERGY INC COM 655044105 13,482 392,600 SH   SOLE   392,600 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 24,001 378,800 SH   SOLE   378,800 0 0
OIL STS INTL INC COM 678026105 5,970 180,100 SH   SOLE   180,100 0 0
PACKAGING CORP AMER COM 695156109 4,838 52,800 SH   SOLE   52,800 0 0
PHILLIPS 66 COM 718546104 7,334 92,575 SH   SOLE   92,575 0 0
PIONEER NAT RES CO COM 723787107 15,401 82,700 SH   SOLE   82,700 0 0
PPG INDS INC COM 693506107 13,219 125,800 SH   SOLE   125,800 0 0
RANGE RESOURCES CORP. COM 75281A109 9,373 322,100 SH   SOLE   322,100 0 0
RELIANCE STEEL & ALUMINUM COM 759509102 2,729 34,100 SH   SOLE   34,100 0 0
RSP PERMIAN INC COM 74978Q105 6,007 145,000 SH   SOLE   145,000 0 0
SCHLUMBERGER LTD COM 806857108 41,034 525,400 SH   SOLE   525,400 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 4,179 35,200 SH   SOLE   35,200 0 0
STEEL DYNAMICS INC COM 858119100 4,654 133,900 SH   SOLE   133,900 0 0
TARGA RESOURCES CORP COM 87612G101 8,973 149,800 SH   SOLE   149,800 0 0
VALERO ENERGY CORP COM 91913Y100 16,758 252,800 SH   SOLE   252,800 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 7,914 1,190,100 SH   SOLE   1,190,100 0 0
WHITING PETE CORP NEW COM 966387102 2,379 251,500 SH   SOLE   251,500 0 0
WILLIAMS COS INC DEL COM 969457100 13,037 440,600 SH   SOLE   440,600 0 0