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
Anadarko Petroleum Common 032511107 34,473 705,688 SH   SOLE NA 524,568 0 181,120
Apache Corp Common 037411105 24,698 539,267 SH   SOLE NA 396,477 0 142,790
Cabot Oil - Gas Common 127097103 27,568 1,030,570 SH   SOLE NA 743,440 0 287,130
Cimarex Energy Common 171798101 32,701 287,685 SH   SOLE NA 208,975 0 78,710
Devon Energy Corp Common 25179M103 33,639 916,349 SH   SOLE NA 668,319 0 248,030
EQT Corporation Com Common 26884L109 32,469 497,689 SH   SOLE NA 357,129 0 140,560
Energen Corp Common 29265N108 20,583 376,420 SH   SOLE NA 273,110 0 103,310
Halliburton Co Common 406216101 26,494 575,580 SH   SOLE NA 382,140 0 193,440
Hess Corporation Common 42809H107 25,246 538,416 SH   SOLE NA 403,536 0 134,880
Kinder Morgan Inc Com Common 49456B101 23,115 1,205,150 SH   SOLE NA 876,110 0 329,040
Marathon Oil Corp Common 565849106 26,306 1,939,980 SH   SOLE NA 1,422,830 0 517,150
Nabors Industries Ltd Common G6359F103 19,028 2,357,910 SH   SOLE NA 1,565,380 0 792,530
Newfield Exploration Co Common 651290108 27,081 912,745 SH   SOLE NA 664,545 0 248,200
Noble Energy Inc Common 655044105 27,567 972,034 SH   SOLE NA 696,304 0 275,730
Occidental Petroleum Corp Common 674599105 21,953 341,896 SH   SOLE NA 247,056 0 94,840
Parsley Energy Inc Common 701877102 12,869 488,560 SH   SOLE NA 349,940 0 138,620
Pioneer Natural Resources Co Common 723787107 18,115 122,780 SH   SOLE NA 87,300 0 35,480
ProPetro Holding Corp Common 74347M108 12,020 837,640 SH   SOLE NA 555,370 0 282,270
QEP Res Inc Common 74733V100 14,353 1,674,760 SH   SOLE NA 1,233,850 0 440,910
RPC Energy Services Common 749660106 13,635 550,010 SH   SOLE NA 365,460 0 184,550
RSP Permian Inc Common 74978Q105 13,825 399,670 SH   SOLE NA 283,990 0 115,680
Range Resources Corp Common 75281A109 21,622 1,104,860 SH   SOLE NA 801,520 0 303,340
Royal Dutch Shell Plc Class A Common 780259206 36,531 603,015 SH   SOLE NA 435,685 0 167,330
Schlumberger LTD Common 806857108 16,999 243,683 SH   SOLE NA 162,213 0 81,470
Superior Energy Services Inc Common 868157108 23,536 2,203,720 SH   SOLE NA 1,461,210 0 742,510
WPX Energy Inc Common 98212B103 22,187 1,929,290 SH   SOLE NA 1,390,860 0 538,430
Weatherford International Plc Ord Common G48833100 20,976 4,579,923 SH   SOLE NA 3,068,123 0 1,511,800
Williams Companies Common 969457100 3,734 124,410 SH   SOLE NA 124,410 0 0