The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 1,095 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ARDMORE SHIPPING CORP | COM | Y0207T100 | 849 | 61,355 | SH | SOLE | 61,355 | 0 | 0 | ||
| BONANZA CREEK ENERGY INC | COM | 097793103 | 1,132 | 19,800 | SH | SOLE | 19,800 | 0 | 0 | ||
| CANADIAN NAT RES LTD | COM | 136385101 | 918 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CARRIZO OIL & GAS INC | COM | 144577103 | 1,708 | 24,665 | SH | SOLE | 24,665 | 0 | 0 | ||
| CIMAREX ENERGY CO | COM | 171798101 | 2,858 | 19,920 | SH | SOLE | 19,920 | 0 | 0 | ||
| CLOUD PEAK ENERGY INC | COM | 18911Q102 | 1,400 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
| COMSTOCK RES INC | COM NEW | 205768203 | 1,442 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CONSOL ENERGY INC | COM | 20854P109 | 5,334 | 115,782 | SH | SOLE | 115,782 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 1,776 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 301 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| GOODRICH PETE CORP | COM NEW | 382410405 | 2,031 | 73,598 | SH | SOLE | 73,598 | 0 | 0 | ||
| HORNBECK OFFSHORE SVCS INC N | COM | 440543106 | 2,111 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| ISHARES | RUSSELL 2000 ETF | 464287655 | 2,376 | 20,000 | SH | Put | SOLE | 20,000 | 0 | 0 | |
| KODIAK OIL & GAS CORP | COM | 50015Q100 | 1,601 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| OASIS PETE INC NEW | COM | 674215108 | 1,677 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| PARSLEY ENERGY INC | CL A | 701877102 | 2,527 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| PENN VA CORP | COM | 707882106 | 712 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| POSCO | SPONSORED ADR | 693483109 | 3,983 | 53,500 | SH | SOLE | 53,500 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 2,097 | 206,188 | SH | SOLE | 206,188 | 0 | 0 | ||
| SOUTHERN COPPER CORP | COM | 84265V105 | 4,707 | 154,984 | SH | SOLE | 154,984 | 0 | 0 | ||
| SPDR SERIES TRUST | S&P OILGAS EXP | 78464A730 | 3,291 | 40,000 | SH | Put | SOLE | 40,000 | 0 | 0 | |
| STEEL DYNAMICS INC | COM | 858119100 | 3,183 | 177,352 | SH | SOLE | 177,352 | 0 | 0 | ||
| STONE ENERGY CORP | COM | 861642106 | 2,815 | 60,171 | SH | SOLE | 60,171 | 0 | 0 | ||
| SUNCOKE ENERGY INC | COM | 86722A103 | 5,233 | 243,400 | SH | SOLE | 243,400 | 0 | 0 | ||
| SYNERGY RES CORP | COM | 87164P103 | 2,650 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TSAKOS ENERGY NAVIGATION LTD | SHS | G9108L108 | 2,051 | 306,644 | SH | SOLE | 306,644 | 0 | 0 | ||
| WESTMORELAND COAL CO | COM | 960878106 | 1,687 | 46,500 | SH | SOLE | 46,500 | 0 | 0 | ||