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
ALPHA NATURAL RESOURCES INC COM 02076X102 3,759 884,416 SH   SOLE   884,416 0 0
ANADARKO PETE CORP COM 032511107 3,933 46,405 SH   SOLE   46,405 0 0
ARCH COAL INC COM 039380100 3,636 754,315 SH   SOLE   754,315 0 0
BANK OF AMERICA CORPORATION COM 060505104 241 14,000 SH   SOLE   14,000 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 9,401 342,993 SH   SOLE   342,993 0 0
C&J ENERGY SVCS INC COM 12467B304 5,332 182,850 SH   SOLE   182,850 0 0
CAPSTONE TURBINE CORP COM 14067D102 469 220,000 SH   SOLE   220,000 0 0
CENTURY ALUM CO COM 156431108 396 30,000 SH   SOLE   30,000 0 0
CONCHO RES INC COM 20605P101 3,720 30,370 SH   SOLE   30,370 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,606 24,000 SH   SOLE   24,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,830 56,900 SH   SOLE   56,900 0 0
ENCANA CORP COM 292505104 3,456 161,641 SH   SOLE   161,641 0 0
GOODRICH PETE CORP COM NEW 382410405 2,492 157,496 SH   SOLE   157,496 0 0
GULFPORT ENERGY CORP COM NEW 402635304 8,102 113,821 SH   SOLE   113,821 0 0
HALLIBURTON CO COM 406216101 4,355 73,957 SH   SOLE   73,957 0 0
KEY ENERGY SVCS INC COM 492914106 2,594 280,750 SH   SOLE   280,750 0 0
NABORS INDUSTRIES LTD SHS G6359F103 1,950 79,100 SH   SOLE   79,100 0 0
NEWFIELD EXPL CO COM 651290108 2,797 89,195 SH   SOLE   89,195 0 0
PATTERSON UTI ENERGY INC COM 703481101 1,970 62,200 SH   SOLE   62,200 0 0
PBF ENERGY INC CL A 69318G106 3,986 154,500 SH   SOLE   154,500 0 0
PHILLIPS 66 COM 718546104 4,058 52,665 SH   SOLE   52,665 0 0
PIONEER NAT RES CO COM 723787107 4,678 25,000 SH   SOLE   25,000 0 0
QUANTUM FUEL SYS TECH WORLDW COM PAR $0.02 74765E307 678 70,000 SH   SOLE   70,000 0 0
RANGE RES CORP COM 75281A109 3,370 40,614 SH   SOLE   40,614 0 0
RPC INC COM 749660106 5,016 245,650 SH   SOLE   245,650 0 0
SOUTHWESTERN ENERGY CO COM 845467109 6,977 151,639 SH   SOLE   151,639 0 0
STILLWATER MNG CO COM 86074Q102 444 30,000 SH   SOLE   30,000 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 8,336 271,000 SH   SOLE   271,000 0 0
U S SILICA HLDGS INC COM 90346E103 3,817 100,000 SH   SOLE   100,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 4,669 87,921 SH   SOLE   87,921 0 0
W & T OFFSHORE INC COM 92922P106 2,596 150,000 SH   SOLE   150,000 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 4,666 268,766 SH   SOLE   268,766 0 0