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 2,780 502,744 SH   SOLE 502,744 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 8,254 395,300 SH   SOLE 395,300 0 0
CANADIAN NAT RES LTD COM 136385101 12,869 477,352 SH   SOLE 477,352 0 0
CENOVUS ENERGY INC COM 15135U109 12,680 1,437,983 SH   SOLE 1,437,983 0 0
CIMAREX ENERGY CO COM 171798101 29,262 493,204 SH   SOLE 493,204 0 0
CNX RESOURCES CORPORATION COM 12653C108 7,885 1,078,706 SH   SOLE 1,078,706 0 0
CONOCOPHILLIPS COM 20825C104 24,261 397,728 SH   SOLE 397,728 0 0
CONTINENTAL RESOURCES INC COM 212015101 14,616 347,266 SH   SOLE 347,266 0 0
DEVON ENERGY CORP NEW COM 25179M103 48,600 1,704,064 SH   SOLE 1,704,064 0 0
ENCANA CORP COM 292505104 3,498 681,732 SH   SOLE 681,732 0 0
ENERPLUS CORP COM 292766102 9,963 1,324,625 SH   SOLE 1,324,625 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 7,698 1,777,759 SH   SOLE 1,777,759 0 0
IMPERIAL OIL LTD COM NEW 453038408 14,829 535,675 SH   SOLE 535,675 0 0
KOSMOS ENERGY LTD COM 500688106 11,087 1,768,191 SH   SOLE 1,768,191 0 0
LAREDO PETROLEUM INC COM 516806106 6,072 2,093,698 SH   SOLE 2,093,698 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 11,011 950,848 SH   SOLE 950,848 0 0
MARATHON OIL CORP COM 565849106 48,671 3,425,108 SH   SOLE 3,425,108 0 0
MURPHY OIL CORP COM 626717102 44,387 1,800,699 SH   SOLE 1,800,699 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 4,392 2,275,518 SH   SOLE 2,275,518 0 0
OASIS PETE INC NEW COM 674215108 11,390 2,005,254 SH   SOLE 2,005,254 0 0
PDC ENERGY INC COM 69327R101 9,654 267,712 SH   SOLE 267,712 0 0
PENN VA CORP NEW COM 70788V102 9,577 312,144 SH   SOLE 312,144 0 0
PIONEER NAT RES CO COM 723787107 16,083 104,531 SH   SOLE 104,531 0 0
RANGE RES CORP COM 75281A109 32,326 4,631,218 SH   SOLE 4,631,218 0 0
SRC ENERGY INC COM 78470V108 9,833 1,982,552 SH   SOLE 1,982,552 0 0
SUNCOR ENERGY INC NEW COM 867224107 12,473 400,285 SH   SOLE 400,285 0 0
TALOS ENERGY INC COM 87484T108 11,462 476,587 SH   SOLE 476,587 0 0
UNIT CORP COM 909218109 449 50,512 SH   SOLE 50,512 0 0
VERMILION ENERGY INC COM 923725105 11,867 546,260 SH   SOLE 546,260 0 0
WHITING PETE CORP NEW COM NEW 966387409 2,128 113,892 SH   SOLE 113,892 0 0
WPX ENERGY INC COM 98212B103 4,631 402,339 SH   SOLE 402,339 0 0