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
Apache Corp Common 037411105 50,085 497,766 SH   SOLE NA 497,766 0 0
Approach Resources Inc Common 03834A103 20,412 898,000 SH   SOLE NA 898,000 0 0
Baker Hughes Inc Common 057224107 38,409 515,900 SH   SOLE NA 515,900 0 0
Cameron International Corp Common 13342B105 25,575 377,721 SH   SOLE NA 377,721 0 0
Canadian Natural Resources Common 136385101 41,035 893,815 SH   SOLE NA 893,815 0 0
CenterPoint Energy Inc Common 15189T107 37,424 1,465,300 SH   SOLE NA 1,465,300 0 0
Chevron Corp Common 166764100 26,331 201,691 SH   SOLE NA 201,691 0 0
Cimarex Energy Common 171798101 13,987 97,500 SH   SOLE NA 97,500 0 0
Devon Energy Corp Common 25179M103 60,420 760,951 SH   SOLE NA 760,951 0 0
EOG Resources Common 26875P101 52,271 447,300 SH   SOLE NA 447,300 0 0
EQT Corporation Com Common 26884L109 46,779 437,600 SH   SOLE NA 437,600 0 0
Energen Corp Common 29265N108 43,013 483,950 SH   SOLE NA 483,950 0 0
Halliburton Co Common 406216101 40,050 564,004 SH   SOLE NA 564,004 0 0
Hess Corporation Common 42809H107 47,131 476,599 SH   SOLE NA 476,599 0 0
Marathon Oil Corp Common 565849106 55,321 1,385,800 SH   SOLE NA 1,385,800 0 0
Nabors Industries Ltd Common G6359F103 26,869 914,840 SH   SOLE NA 914,840 0 0
National-Oilwell Varco, Inc. Common 637071101 23,747 288,361 SH   SOLE NA 288,361 0 0
Newfield Exploration Co Common 651290108 64,519 1,459,700 SH   SOLE NA 1,459,700 0 0
Noble Energy Inc Common 655044105 57,538 742,808 SH   SOLE NA 742,808 0 0
Occidental Petroleum Corp Common 674599105 48,553 473,083 SH   SOLE NA 473,083 0 0
PDC Energy Inc Common 69327R101 19,608 310,500 SH   SOLE NA 310,500 0 0
Pioneer Natural Resources Co Common 723787107 47,413 206,315 SH   SOLE NA 206,315 0 0
QEP Res Inc Common 74733V100 49,357 1,430,647 SH   SOLE NA 1,430,647 0 0
Range Resouces Corp Common 75281A109 9,799 112,700 SH   SOLE NA 112,700 0 0
Rowan Companies Inc Common G7665A101 19,532 611,700 SH   SOLE NA 611,700 0 0
Royal Dutch Shell Plc Class A Common 780259206 45,857 556,715 SH   SOLE NA 556,715 0 0
Schlumberger LTD Common 806857108 40,165 340,529 SH   SOLE NA 340,529 0 0
Southwestern Energy Co Common 845467109 39,231 862,400 SH   SOLE NA 862,400 0 0
Statoil Asa-spon Adr Common 85771P102 37,989 1,232,200 SH   SOLE NA 1,232,200 0 0
Superior Energy Services Inc Common 868157108 27,394 758,000 SH   SOLE NA 758,000 0 0
Williams Companies Common 969457100 29,482 506,485 SH   SOLE NA 506,485 0 0