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 508 700,000 SH Call SOLE   0 0 700,000
ANTERO RES CORP COM 03674X106 52,498 2,638,081 SH   SOLE   2,638,081 0 0
ARCH COAL INC CL A 039380407 22,063 307,541 SH   SOLE   307,541 0 0
BASIC ENERGY SVCS INC NEW COM NEW 06985P209 28,651 1,484,502 SH   SOLE   1,484,502 0 0
CABOT OIL & GAS CORP COM 127097103 1,717 64,200 SH   SOLE   64,200 0 0
CAMECO CORP COM 13321L108 150 1,000,000 SH Put SOLE   0 0 1,000,000
CANADIAN NATL RY CO COM 136375102 0 800,000 SH Put SOLE   0 0 800,000
CANADIAN PAC RY LTD COM 13645T100 1,294 7,700 SH   SOLE   7,700 0 0
CHENIERE ENERGY INC COM NEW 16411R208 55 500,000 SH Call SOLE   0 0 500,000
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 7,442 296,747 SH   SOLE   296,747 0 0
CONSOL ENERGY INC COM 20854P109 6,205 366,317 SH   SOLE   366,317 0 0
CREDIT SUISSE NASSAU BRH 3X LONG GOLD 22542D688 5,209 484,352 SH   SOLE   484,352 0 0
CVR REFNG LP COMUNIT REP LT 12663P107 375 1,070,000 SH Call SOLE   0 0 1,070,000
DEVON ENERGY CORP NEW COM 25179M103 61,673 1,680,018 SH   SOLE   1,680,018 0 0
DEVON ENERGY CORP NEW COM 25179M103 7 3,038,900 SH Call SOLE   0 0 3,038,900
DOMTAR CORP COM NEW 257559203 651 15,000 SH   SOLE   15,000 0 0
ENERGEN CORP COM 29265N108 1,055 19,300 SH   SOLE   19,300 0 0
ENERPLUS CORP COM 292766102 51 5,149,267 SH   SOLE   5,149,267 0 0
ENSCO PLC SHS CLASS A G3157S106 10,149 1,700,000 SH   SOLE   1,700,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 75 1,000,000 SH Call SOLE   0 0 1,000,000
EQT CORP COM 26884L109 68,960 1,057,027 SH   SOLE   1,057,027 0 0
EQT CORP COM 26884L109 0 1,200,000 SH Call SOLE   0 0 1,200,000
GENESEE & WYO INC CL A 371559105 1,369 18,500 SH   SOLE   18,500 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 698 50,000 SH   SOLE   50,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 12,348 1,670,968 SH   SOLE   1,670,968 0 0
HESS CORP COM 42809H107 64,478 1,375,081 SH   SOLE   1,375,081 0 0
HESS CORP COM 42809H107 65 1,000,000 SH Call SOLE   0 0 1,000,000
HOLLYFRONTIER CORP COM 436106108 10,473 291,168 SH   SOLE   291,168 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,304 12,000 SH   SOLE   12,000 0 0
LOUISIANA PAC CORP COM 546347105 1,430 52,800 SH   SOLE   52,800 0 0
PARSLEY ENERGY INC CL A 701877102 74,996 2,847,247 SH   SOLE   2,847,247 0 0
PATTERSON UTI ENERGY INC COM 703481101 26,940 1,286,519 SH   SOLE   1,286,519 0 0
PEABODY ENERGY CORP NEW COM 704551100 34,484 1,188,700 SH   SOLE   1,188,700 0 0
PEMBINA PIPELINE CORP COM 706327103 246 7,000 SH   SOLE   7,000 0 0
PIONEER NAT RES CO COM 723787107 3,644 24,700 SH   SOLE   24,700 0 0
PIONEER NAT RES CO COM 723787107 42 420,000 SH Call SOLE   0 0 420,000
PROSHARES TR II ULTRA SILVER NEW 74347W353 14,666 442,422 SH   SOLE   442,422 0 0
QEP RES INC COM 74733V100 75,680 8,830,825 SH   SOLE   8,830,825 0 0
RANGE RES CORP COM 75281A109 84,330 4,309,153 SH   SOLE   4,309,153 0 0
RANGE RES CORP COM 75281A109 100 1,000,000 SH Call SOLE   0 0 1,000,000
ROWAN COMPANIES PLC SHS CL A G7665A101 11,336 882,147 SH   SOLE   882,147 0 0
RSP PERMIAN INC COM 74978Q105 2,428 70,200 SH   SOLE   70,200 0 0
SM ENERGY CO COM 78454L100 86,893 4,898,130 SH   SOLE   4,898,130 0 0
SOUTHWESTERN ENERGY CO COM 845467109 16,099 2,634,865 SH   SOLE   2,634,865 0 0
TARGA RES CORP COM 87612G101 1,074 22,700 SH   SOLE   22,700 0 0
TECK RESOURCES LTD CL B 878742204 23 1,112,494 SH   SOLE   1,112,494 0 0
TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UN Y8565J101 2,353 988,521 SH   SOLE   988,521 0 0
TRANSOCEAN LTD REG SHS H8817H100 315 1,700,000 SH Put SOLE   0 0 1,700,000
TURQUOISE HILL RES LTD COM 900435108 32 10,226,465 SH   SOLE   10,226,465 0 0
VALE S A ADR 91912E105 18,348 1,822,056 SH   SOLE   1,822,056 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,988 500,000 SH Call SOLE   0 0 500,000
WESTROCK CO COM 96145D105 1,044 18,400 SH   SOLE   18,400 0 0
WEYERHAEUSER CO COM 962166104 1,232 36,200 SH   SOLE   36,200 0 0
WHITING PETE CORP NEW COM 966387102 37,387 6,847,350 SH   SOLE   6,847,350 0 0
WHITING PETE CORP NEW COM 966387102 338 1,825,000 SH Call SOLE   0 0 1,825,000
WILLIAMS COS INC DEL COM 969457100 1,125 37,500 SH   SOLE   37,500 0 0
WPX ENERGY INC COM 98212B103 61,383 5,337,663 SH   SOLE   5,337,663 0 0