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
3M CO. Common Stock 88579Y101 1,697 9,500 SH   SOLE   9,500 0 0
ALLETE INC Common Stock 018522300 738 11,500 SH   SOLE   11,500 0 0
ALON USA ENERGY INC Common Stock 020520102 58 5,100 SH   SOLE   5,100 0 0
ALPHABET INC CAP STK CL A 02079K305 1,109 1,400 SH   SOLE   1,400 0 0
ALTRIA GROUP INC Common Stock 02209S103 5,072 75,000 SH   SOLE   75,000 0 0
AMGEN Common Stock 031162100 1,023 7,000 SH   SOLE   7,000 0 0
APPLE INC Common Stock 037833100 347 3,000 SH   SOLE   3,000 0 0
ARCHROCK INC Common Stock 03957W106 7,128 540,000 SH   SOLE   540,000 0 0
AT&T INC Common Stock 00206R102 7,400 174,000 SH   SOLE   174,000 0 0
BAKER HUGHES INCORPORATED Common Stock 057224107 34,434 530,000 SH   SOLE   530,000 0 0
BB&T Common Stock 054937107 1,270 27,000 SH   SOLE   27,000 0 0
BECTON, DICKINSON AND COMPANY Common Stock 075887109 745 4,500 SH   SOLE   4,500 0 0
BLACKROCK INC Common Stock 09247X101 1,598 4,200 SH   SOLE   4,200 0 0
BP PLC Sponsored ADR 055622104 3,099 82,900 SH   SOLE   82,900 0 0
CALLON PETROLEUM CO Common Stock 13123X102 12,911 840,000 SH   SOLE   840,000 0 0
CANADIAN PACIFIC RAILWAY LTD Common Stock 13645T100 13,563 95,000 SH   SOLE   95,000 0 0
CARRIZO OIL & GAS INC Common Stock 144577103 11,579 310,000 SH   SOLE   310,000 0 0
CATERPILLAR INC Common Stock 149123101 1,994 21,500 SH   SOLE   21,500 0 0
CENTERPOINT ENERGY INC Common Stock 15189T107 14,040 569,800 SH   SOLE   569,800 0 0
CF INDUSTRIES HOLDINGS INC Common Stock 125269100 19 600 SH   SOLE   600 0 0
CHEVRON CORP Common Stock 166764100 5,731 48,700 SH   SOLE   48,700 0 0
CIMAREX ENERGY CO Common Stock 171798101 13,590 100,000 SH   SOLE   100,000 0 0
CINCINNATI FINANCIAL CORP Common Stock 172062101 2,045 27,000 SH   SOLE   27,000 0 0
CME GROUP INC Common Stock 12572Q105 2,653 23,000 SH   SOLE   23,000 0 0
COMPASS MINERALS INTERNATIONAL Common Stock 20451N101 1,175 15,000 SH   SOLE   15,000 0 0
CONCHO RESOURCES INC Common Stock 20605P101 13,260 100,000 SH   SOLE   100,000 0 0
CONSOLIDATED EDISON, INC Common Stock 209115104 1,695 23,000 SH   SOLE   23,000 0 0
CONTINENTAL RESOURCES INC Common Stock 212015101 13,143 255,000 SH   SOLE   255,000 0 0
COVANTA HOLDING CORP Common Stock 22282E102 809 51,900 SH   SOLE   51,900 0 0
CRACKER BARREL OLD COUNTRY STORE INC Common Stock 22410J106 835 5,000 SH   SOLE   5,000 0 0
DEERE & CO. Common Stock 244199105 361 3,500 SH   SOLE   3,500 0 0
DEVON ENERGY CORP Common Stock 25179M103 12,788 280,000 SH   SOLE   280,000 0 0
DIAMONDBACK ENERGY Common Stock 25278X109 13,138 130,000 SH   SOLE   130,000 0 0
DOW CHEMICAL CO/THE Common Stock 260543103 3,507 61,300 SH   SOLE   61,300 0 0
EMERSON ELECTRIC CO. Common Stock 291011104 1,896 34,000 SH   SOLE   34,000 0 0
ENBRIDGE INC Common Stock 29250N105 14,742 350,000 SH   SOLE   350,000 0 0
ENTERGY CORP Common Stock 29364G103 360 4,900 SH   SOLE   4,900 0 0
EXTERRAN CORP Common Stock 30227H106 2,988 125,000 SH   SOLE   125,000 0 0
EXXON MOBIL CORP. Common Stock 30231G102 12,948 143,450 SH   SOLE   143,450 0 0
FAIRMOUNT SANTROL HOLDINGS Common Stock 30555Q108 14,738 1,250,000 SH   SOLE   1,250,000 0 0
FORUM ENERGY TECHNOLOGIES INC Common Stock 34984V100 20,020 910,000 SH   SOLE   910,000 0 0
HALLIBURTON COMPANY Common Stock 406216101 29,209 540,000 SH   SOLE   540,000 0 0
HELIX ENERGY SOLUTIONS Common Stock 42330P107 5,292 600,000 SH   SOLE   600,000 0 0
HELMERICH & PAYNE, INC. Common Stock 423452101 46 600 SH   SOLE   600 0 0
HOLLYFRONTIER CORP Common Stock 436106108 2,345 71,600 SH   SOLE   71,600 0 0
HONEYWELL INTL INC Common Stock 438516106 394 3,400 SH   SOLE   3,400 0 0
HP INC Common Stock 40434L105 2,523 170,000 SH   SOLE   170,000 0 0
INDEPENDENCE CONTRACT DRILLING INC Common Stock 453415309 3,350 500,000 SH   SOLE   500,000 0 0
INGERSOLL-RAND PLC SHS G47791101 450 6,000 SH   SOLE   6,000 0 0
INTEL CORP. Common Stock 458140100 725 20,000 SH   SOLE   20,000 0 0
INTERNATIONAL BUSINESS MACHINES Common Stock 459200101 3,735 22,500 SH   SOLE   22,500 0 0
J.P. MORGAN CHASE & CO. Common Stock 46625H100 1,467 17,000 SH   SOLE   17,000 0 0
JOHNSON & JOHNSON Common Stock 478160104 3,687 32,000 SH   SOLE   32,000 0 0
KIMBERLY-CLARK CORP Common Stock 494368103 4,394 38,500 SH   SOLE   38,500 0 0
KINDER MORGAN INC Common Stock 49456B101 26,696 1,289,000 SH   SOLE   1,289,000 0 0
KLA-TENCOR CORP Common Stock 482480100 708 9,000 SH   SOLE   9,000 0 0
LOCKHEED MARTIN CORP Common Stock 539830109 2,749 11,000 SH   SOLE   11,000 0 0
LOWE'S COMPANIES, INC. Common Stock 548661107 725 10,200 SH   SOLE   10,200 0 0
LYONDELLBASELL IND NV SHS -A- N53745100 15,388 179,400 SH   SOLE   179,400 0 0
MAXIM INTEGRATED PRODUCTS Common Stock 57772K101 964 25,000 SH   SOLE   25,000 0 0
MCDONALDS CORP Common Stock 580135101 3,591 29,500 SH   SOLE   29,500 0 0
MDU RESOURCES GROUP INC Common Stock 552690109 13,291 462,000 SH   SOLE   462,000 0 0
MERCK & CO, INC Common Stock 58933Y105 2,237 38,000 SH   SOLE   38,000 0 0
MERCURY GENERAL CORP Common Stock 589400100 2,950 49,000 SH   SOLE   49,000 0 0
MICROSOFT Common Stock 594918104 1,119 18,000 SH   SOLE   18,000 0 0
NATIONAL OILWELL VARCO INC. Common Stock 637071101 5,616 150,000 SH   SOLE   150,000 0 0
NEWELL BRANDS INC Common Stock 651229106 513 11,500 SH   SOLE   11,500 0 0
NEXTERA ENERGY INC Common Stock 65339F101 776 6,500 SH   SOLE   6,500 0 0
OCCIDENTAL PETROLEUM CORP Common Stock 674599105 3,156 44,300 SH   SOLE   44,300 0 0
OGE ENERGY CORP Common Stock 670837103 8,697 260,000 SH   SOLE   260,000 0 0
OIL STATES INTERNATIONAL INC Common Stock 678026105 25,740 660,000 SH   SOLE   660,000 0 0
OLD REPUBLIC INTL CORP Common Stock 680223104 2,280 120,000 SH   SOLE   120,000 0 0
ONEOK INC. NEW Common Stock 682680103 12,027 209,500 SH   SOLE   209,500 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107 418 1,500 SH   SOLE   1,500 0 0
PARSLEY ENERGY INC CL A 701877102 23,611 670,000 SH   SOLE   670,000 0 0
PATTERSON-UTI ENERGY INC. Common Stock 703481101 11,306 420,000 SH   SOLE   420,000 0 0
PDC ENERGY INC Common Stock 69327R101 4,355 60,000 SH   SOLE   60,000 0 0
PEOPLE'S UNITED FINANCIAL INC Common Stock 712704105 2,013 104,000 SH   SOLE   104,000 0 0
PEPSICO INC Common Stock 713448108 4,080 39,000 SH   SOLE   39,000 0 0
PFIZER, INC. Common Stock 717081103 3,671 113,000 SH   SOLE   113,000 0 0
PHILIP MORRIS INTERNATIONAL Common Stock 718172109 2,745 30,000 SH   SOLE   30,000 0 0
PHILLIPS 66 Common Stock 718546104 10,801 125,000 SH   SOLE   125,000 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107 19,808 110,000 SH   SOLE   110,000 0 0
PNC FINANCIAL SERVICES GROUP INC Common Stock 693475105 468 4,000 SH   SOLE   4,000 0 0
PPL CORP Common Stock 69351T106 2,520 74,000 SH   SOLE   74,000 0 0
PROCTER & GAMBLE CO/THE Common Stock 742718109 4,372 52,000 SH   SOLE   52,000 0 0
PRUDENTIAL FINANCIAL Common Stock 744320102 2,810 27,000 SH   SOLE   27,000 0 0
QUALCOMM INC. Common Stock 747525103 3,018 46,300 SH   SOLE   46,300 0 0
ROYAL CARIBBEAN Common Stock V7780T103 246 3,000 SH   SOLE   3,000 0 0
ROYAL DUTCH SHELL PLC Sponsored ADR A 780259206 169 3,100 SH   SOLE   3,100 0 0
RPC INC Common Stock 749660106 24,168 1,220,000 SH   SOLE   1,220,000 0 0
RSP PERMIAN INC Common Stock 74978Q105 12,940 290,000 SH   SOLE   290,000 0 0
SCHLUMBERGER LTD. Common Stock 806857108 6,339 75,500 SH   SOLE   75,500 0 0
SEAGATE TECHNOLOGY SHS G7945M107 1,947 51,000 SH   SOLE   51,000 0 0
SEMGROUP CORP CL A 81663A105 15,552 372,500 SH   SOLE   372,500 0 0
SPECTRA ENERGY CORP Common Stock 847560109 19,382 471,700 SH   SOLE   471,700 0 0
STARBUCKS CORP Common Stock 855244109 944 17,000 SH   SOLE   17,000 0 0
STATOIL ASA Sponsored ADR 85771P102 64 3,500 SH   SOLE   3,500 0 0
SUPERIOR ENERGY SERVICES INC Common Stock 868157108 21,775 1,290,000 SH   SOLE   1,290,000 0 0
TARGET CORP Common Stock 87612E106 1,300 18,000 SH   SOLE   18,000 0 0
TESORO CORP Common Stock 881609101 15,304 175,000 SH   SOLE   175,000 0 0
TETRA TECHNOLOGIES INC Common Stock 88162F105 1,908 380,000 SH   SOLE   380,000 0 0
THE COCA-COLA CO Common Stock 191216100 4,146 100,000 SH   SOLE   100,000 0 0
THE SOUTHERN COMPANY Common Stock 842587107 2,548 51,800 SH   SOLE   51,800 0 0
THERMO FISHER SCIENTIFIC INC. Common Stock 883556102 1,199 8,500 SH   SOLE   8,500 0 0
TOTAL SA Sponsored ADR 89151E109 92 1,800 SH   SOLE   1,800 0 0
TRANSCANADA CORP Common Stock 89353D107 16,236 359,600 SH   SOLE   359,600 0 0
UNITED HEALTH GROUP INC Common Stock 91324P102 480 3,000 SH   SOLE   3,000 0 0
US BANCORP DEL COM Common Stock 902973304 1,027 20,000 SH   SOLE   20,000 0 0
US SILICA HOLDINGS INC Common Stock 90346E103 34,575 610,000 SH   SOLE   610,000 0 0
VALERO ENERGY Common Stock 91913Y100 11,013 161,200 SH   SOLE   161,200 0 0
VERIZON COMMUNICATIONS INC Common Stock 92343V104 5,605 105,000 SH   SOLE   105,000 0 0
VISA INC CL A 92826C839 429 5,500 SH   SOLE   5,500 0 0
VODAFONE GROUP PLC Sponsored ADR 92857W308 489 20,000 SH   SOLE   20,000 0 0
WALT DISNEY COMPANY Common Stock 254687106 990 9,500 SH   SOLE   9,500 0 0
WASTE MANAGEMENT, INC Common Stock 94106L109 2,695 38,000 SH   SOLE   38,000 0 0
WEATHERFORD INTERNATIONAL ORD SHS G48833100 3,119 625,000 SH   SOLE   625,000 0 0
WELLS FARGO & CO Common Stock 949746101 2,811 51,000 SH   SOLE   51,000 0 0
WESTLAKE CHEMICAL CORP Common Stock 960413102 5,039 90,000 SH   SOLE   90,000 0 0
WHITING PETROLEUM CORP Common Stock 966387102 4,447 370,000 SH   SOLE   370,000 0 0
WILLIAMS COMPANIES, INC. Common Stock 969457100 15,570 500,000 SH   SOLE   500,000 0 0