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 PETE CORP COM 032511107 13,452 172,335 SH   SOLE   172,335 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,352 9,886 SH   SOLE   9,886 0 0
BONANZA CREEK ENERGY INC. COM 097793103 14,708 805,940 SH   SOLE   805,940 0 0
C&J ENERGY SVCS LTD COM G3164Q101 17,337 1,313,428 SH   SOLE   1,313,428 0 0
CARRIZO OIL & GAS INC COM 144577103 14,427 292,995 SH   SOLE   292,995 0 0
CONCHO RES INC COM 20605P101 14,672 128,860 SH   SOLE   128,860 0 0
CONTINENTAL RESOURCES INC COM 212015101 13,736 324,040 SH   SOLE   324,040 0 0
DIAMONDBACK ENERGY INC COM 25278X109 16,369 217,149 SH   SOLE   217,149 0 0
LILLY ELI & CO COM 532457108 1,297 15,529 SH   SOLE   15,529 0 0
ENDO INTL PLC SHS G30401106 1,974 24,779 SH   SOLE   24,779 0 0
EOG RES INC COM 26875P101 14,346 163,860 SH   SOLE   163,860 0 0
GENERAL MTRS CO COM 37045V100 4,198 125,967 SH   SOLE   125,967 0 0
HALLIBURTON CO COM 406216101 11,506 267,148 SH   SOLE   267,148 0 0
HELMERICH & PAYNE INC COM 423452101 10,043 142,616 SH   SOLE   142,616 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 187,290 1,500,000 SH Put SOLE   1,500,000 0 0
MATADOR RES CO COM 576485205 15,806 632,249 SH   SOLE   632,249 0 0
MERCK & CO INC NEW COM 58933Y105 2,016 35,404 SH   SOLE   35,404 0 0
MYLAN N V SHS EURO N59465109 52,948 780,251 SH   SOLE   780,251 0 0
NABORS INDUSTRIES LTD SHS G6359F103 11,847 821,022 SH   SOLE   821,022 0 0
NEWFIELD EXPL CO COM 651290108 18,029 499,154 SH   SOLE   499,154 0 0
NMI HLDGS INC CL A 629209305 44,082 5,496,500 SH   SOLE   5,496,500 0 0
OASIS PETE INC NEW COM 674215108 18,677 1,178,332 SH   SOLE   1,178,332 0 0
PATTERSON UTI ENERGY INC COM 703481101 13,121 697,361 SH   SOLE   697,361 0 0
PDC ENERGY INC COM 69327R101 17,061 318,064 SH   SOLE   318,064 0 0
PENN VA CORP COM 707882106 13,922 3,178,439 SH   SOLE   3,178,439 0 0
PERRIGO CO PLC SHS G97822103 154,627 836,593 SH   SOLE   836,593 0 0
PFIZER INC COM 717081103 2,135 63,675 SH   SOLE   63,675 0 0
PIONEER NAT RES CO COM 723787107 13,212 95,261 SH   SOLE   95,261 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,278 2,506 SH   SOLE   2,506 0 0
RCS CAP CORP COM 74937W102 3,347 437,000 SH Put SOLE   437,000 0 0
RPC INC COM 749660106 14,634 1,058,129 SH   SOLE   1,058,129 0 0
SANCHEZ ENERGY CORP COM 79970Y105 14,417 1,471,083 SH   SOLE   1,471,083 0 0
SM ENERGY CO COM 78454L100 17,382 376,894 SH   SOLE   376,894 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 12,921 614,135 SH   SOLE   614,135 0 0
U S SILICA HLDGS INC COM 90346E103 12,355 420,800 SH   SOLE   420,800 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 2,265 10,198 SH   SOLE   10,198 0 0
VERSO CORP COM 92531L108 540 818,670 SH   SOLE   818,670 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,105 8,949 SH   SOLE   8,949 0 0
WHITING PETE CORP NEW COM 966387102 18,579 552,958 SH   SOLE   552,958 0 0
YPF SOCIEDAD ANONIMA COM 984245100 34,288 1,250,000 SH Call SOLE   1,250,000 0 0