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
ANTERO RES CORP COM 03674X106 980 700,000 SH Call OTR   0 0 700,000
ANTERO RES CORP COM 03674X106 15,278 706,974 SH   SOLE   706,974 0 0
ARCH COAL INC CL A 039380407 37,805 553,516 SH   SOLE   553,516 0 0
BASIC ENERGY SVCS INC NEW COM NEW 06985P209 40,639 1,632,097 SH   SOLE   1,632,097 0 0
CABOT OIL & GAS CORP COM 127097103 547 21,800 SH   SOLE   21,800 0 0
CALLON PETE CO DEL COM 13123X102 3,427 323,000 SH   SOLE   323,000 0 0
CAMECO CORP COM 13321L108 550 1,000,000 SH Put OTR   0 0 1,000,000
CANADIAN NATL RY CO COM 136375102 274 640,100 SH Put OTR   0 0 640,100
CANADIAN PAC RY LTD COM 13645T100 1,239 7,700 SH   SOLE   7,700 0 0
CHENIERE ENERGY INC COM NEW 16411R208 578 500,000 SH Call OTR   0 0 500,000
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 10,903 405,603 SH   SOLE   405,603 0 0
CONCHO RES INC COM 20605P101 1,319 10,854 SH   SOLE   10,854 0 0
CONSOL ENERGY INC COM 20854P109 25,715 1,721,238 SH   SOLE   1,721,238 0 0
CREDIT SUISSE NASSAU BRH 3X LONG GOLD 22542D688 5,504 549,346 SH   SOLE   549,346 0 0
DEVON ENERGY CORP NEW COM 25179M103 4,986 3,038,900 SH Call OTR   0 0 3,038,900
DEVON ENERGY CORP NEW COM 25179M103 67,408 2,108,470 SH   SOLE   2,108,470 0 0
ENERPLUS CORP COM 292766102 71,748 8,838,968 SH   SOLE   8,838,968 0 0
EQT CORP COM 26884L109 86,430 1,475,169 SH   SOLE   1,475,169 0 0
EQT CORP COM 26884L109 470 1,200,000 SH Call OTR   0 0 1,200,000
EURONAV NV ANTWERPEN SHS B38564108 150 19,009 SH   SOLE   19,009 0 0
FREEPORT-MCMORAN INC CL B 35671D857 45 1,001,000 SH Put OTR   0 0 1,001,000
GENESEE & WYO INC CL A 371559105 1,128 16,500 SH   SOLE   16,500 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 200 1,000,000 SH Put OTR   0 0 1,000,000
HALLIBURTON CO COM 406216101 1,688 670,000 SH Put OTR   0 0 670,000
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 9,130 1,618,795 SH   SOLE   1,618,795 0 0
HESS CORP COM 42809H107 97,439 2,221,084 SH   SOLE   2,221,084 0 0
HESS CORP COM 42809H107 330 1,000,000 SH Call OTR   0 0 1,000,000
KANSAS CITY SOUTHERN COM NEW 485170302 1,151 11,000 SH   SOLE   11,000 0 0
OCEANEERING INTL INC COM 675232102 11,484 502,815 SH   SOLE   502,815 0 0
ONEOK INC NEW COM 682680103 835 16,000 SH   SOLE   16,000 0 0
PARSLEY ENERGY INC CL A 701877102 65,147 2,347,635 SH   SOLE   2,347,635 0 0
PATTERSON UTI ENERGY INC COM 703481101 14,575 721,897 SH   SOLE   721,897 0 0
PEMBINA PIPELINE CORP COM 706327103 300 9,000 SH   SOLE   9,000 0 0
PIONEER NAT RES CO COM 723787107 18,133 113,631 SH   SOLE   113,631 0 0
PIONEER NAT RES CO COM 723787107 431 420,000 SH Call OTR   0 0 420,000
PROSHARES TR II ULTRA SILVER NEW 74347W353 16,966 501,662 SH   SOLE   501,662 0 0
QEP RES INC COM 74733V100 34,977 3,463,104 SH   SOLE   3,463,104 0 0
RANGE RES CORP COM 75281A109 96,308 4,156,562 SH   SOLE   4,156,562 0 0
RANGE RES CORP COM 75281A109 500 1,000,000 SH Call OTR   0 0 1,000,000
RICE ENERGY INC COM 762760106 14,923 560,400 SH   SOLE   560,400 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 28,501 2,783,345 SH   SOLE   2,783,345 0 0
RSP PERMIAN INC COM 74978Q105 14,925 462,500 SH   SOLE   462,500 0 0
SM ENERGY CO COM 78454L100 87,701 5,305,568 SH   SOLE   5,305,568 0 0
SOUTHWESTERN ENERGY CO COM 845467109 39,364 6,474,405 SH   SOLE   6,474,405 0 0
TARGA RES CORP COM 87612G101 800 17,700 SH   SOLE   17,700 0 0
TECK RESOURCES LTD CL B 878742204 26,735 1,542,252 SH   SOLE   1,542,252 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 7,039 23,961 SH   SOLE   23,961 0 0
TRANSCANADA CORP COM 89353D107 1,104 23,150 SH   SOLE   23,150 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,802 1,700,000 SH Put OTR   0 0 1,700,000
TURQUOISE HILL RES LTD COM 900435108 23,819 8,968,520 SH   SOLE   8,968,520 0 0
VALE S A ADR 91912E105 15,903 1,817,493 SH   SOLE   1,817,493 0 0
WHITING PETE CORP NEW COM 966387102 49,505 8,984,574 SH   SOLE   8,984,574 0 0
WILLIAMS COS INC DEL COM 969457100 1,136 37,500 SH   SOLE   37,500 0 0
WPX ENERGY INC COM 98212B103 43,002 4,451,556 SH   SOLE   4,451,556 0 0