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
ARDMORE SHIPPING CORP COM Y0207T100 734 61,355 SH   SOLE   61,355 0 0
BALTIC TRADING LIMITED COM Y0553W103 205 81,800 SH   SOLE   81,800 0 0
CARRIZO OIL & GAS INC COM 144577103 1,040 25,000 SH   SOLE   25,000 0 0
CIMAREX ENERGY CO COM 171798101 1,590 15,000 SH   SOLE   15,000 0 0
COMMERCIAL METALS CO COM 201723103 1,189 73,000 SH   SOLE   73,000 0 0
DELEK US HLDGS INC COM 246647101 546 20,000 SH   SOLE   20,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 918 15,000 SH   SOLE   15,000 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 1,171 160,000 SH   SOLE   160,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,793 30,000 SH   SOLE   30,000 0 0
GULFPORT ENERGY CORP COM NEW 402635304 1,252 30,000 SH   SOLE   30,000 0 0
SCORPIO TANKERS INC SHS Y7542C106 1,051 121,000 SH   SOLE   121,000 0 0
STEEL DYNAMICS INC COM 858119100 1,026 52,000 SH   SOLE   52,000 0 0
SYNERGY RES CORP COM 87164P103 627 50,000 SH   SOLE   50,000 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 1,512 216,644 SH   SOLE   216,644 0 0
WESTMORELAND COAL CO COM 960878106 3,082 92,807 SH   SOLE   92,807 0 0
WHITING PETE CORP NEW COM 966387102 825 25,000 SH   SOLE   25,000 0 0