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
BANK AMER CORP COM 060505104 426 25,000 SH   SOLE   25,000 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 8,234 379,608 SH   SOLE   379,608 0 0
CENTURY ALUM CO COM 156431108 312 12,000 SH   SOLE   12,000 0 0
CIMAREX ENERGY CO COM 171798101 3,244 25,639 SH   SOLE   25,639 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,663 62,351 SH   SOLE   62,351 0 0
EP ENERGY CORP CL A 268785102 4,365 249,689 SH   SOLE   249,689 0 0
GASTAR EXPL INC NEW COM 36729W202 1,042 177,549 SH   SOLE   177,549 0 0
GENERAL MTRS CO COM 37045V100 319 10,000 SH   SOLE   10,000 0 0
GOODRICH PETE CORP COM NEW 382410405 5,032 339,552 SH   SOLE   339,552 0 0
GULFPORT ENERGY CORP COM NEW 402635304 9,197 172,223 SH   SOLE   172,223 0 0
HOLLYFRONTIER CORP COM 436106108 9,715 222,422 SH   SOLE   222,422 0 0
MARATHON OIL CORP COM 565849106 6,772 180,149 SH   SOLE   180,149 0 0
MARATHON PETE CORP COM 56585A102 7,926 93,605 SH   SOLE   93,605 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 542 20,000 SH   SOLE   20,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 2,882 126,622 SH   SOLE   126,622 0 0
NEWFIELD EXPL CO COM 651290108 4,268 115,142 SH   SOLE   115,142 0 0
PATTERSON UTI ENERGY INC COM 703481101 3,453 106,154 SH   SOLE   106,154 0 0
PHILLIPS 66 COM 718546104 3,499 43,028 SH   SOLE   43,028 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202 276 4,000 SH   SOLE   4,000 0 0
QUANTUM FUEL SYS TECH WORLDW COM PAR $0.02 74765E307 541 145,424 SH   SOLE   145,424 0 0
RICE ENERGY INC COM 762760106 4,774 179,483 SH   SOLE   179,483 0 0
RPC INC COM 749660106 6,265 285,300 SH   SOLE   285,300 0 0
SOUTHWEST AIRLS CO COM 844741108 351 10,400 SH   SOLE   10,400 0 0
VALERO ENERGY CORP NEW COM 91913Y100 6,361 137,485 SH   SOLE   137,485 0 0
WESTERN REFNG INC COM 959319104 6,676 158,982 SH   SOLE   158,982 0 0
WPX ENERGY INC COM 98212B103 1,067 44,363 SH   SOLE   44,363 0 0