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
APACHE CORP COM 037411105 3,054 53,000 SH   SOLE   53,000 0 0
BAKER HUGHES INC COM 057224107 3,122 50,603 SH   SOLE   50,603 0 0
BANK AMER CORP COM 060505104 766 45,000 SH   SOLE   45,000 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 1,669 221,060 SH   SOLE   221,060 0 0
C&J ENERGY SVCS LTD SHS G3164Q101 2,995 226,868 SH   SOLE   226,868 0 0
CIMAREX ENERGY CO COM 171798101 3,010 27,285 SH   SOLE   27,285 0 0
CONCHO RES INC COM 20605P101 434 3,814 SH   SOLE   3,814 0 0
CONTINENTAL RESOURCES INC COM 212015101 4,851 114,427 SH   SOLE   114,427 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,241 56,266 SH   SOLE   56,266 0 0
ECLIPSE RES CORP COM 27890G100 1,758 334,196 SH   SOLE   334,196 0 0
ENCANA CORP COM 292505104 2,851 258,746 SH   SOLE   258,746 0 0
EOG RES INC COM 26875P101 2,736 31,250 SH   SOLE   31,250 0 0
FLOTEK INDS INC DEL COM 343389102 2,569 205,000 SH   SOLE   205,000 0 0
GULFPORT ENERGY CORP COM NEW 402635304 4,043 100,456 SH   SOLE   100,456 0 0
INTREXON CORP COM 46122T102 854 17,500 SH   SOLE   17,500 0 0
ISHARES MSCI ITALCPD ETF 464286855 305 20,500 SH   SOLE   20,500 0 0
ISHARES MSCI SPAN CP ETF 464286764 292 8,700 SH   SOLE   8,700 0 0
JPMORGAN CHASE & CO COM 46625H100 664 9,800 SH   SOLE   9,800 0 0
NEWFIELD EXPL CO COM 651290108 5,115 141,604 SH   SOLE   141,604 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,419 31,100 SH   SOLE   31,100 0 0
PARSLEY ENERGY INC CL A 701877102 2,047 117,500 SH   SOLE   117,500 0 0
PATTERSON UTI ENERGY INC COM 703481101 4,295 228,300 SH   SOLE   228,300 0 0
PENN VA CORP COM 707882106 219 50,000 SH   SOLE   50,000 0 0
PIONEER ENERGY SVCS CORP COM 723664108 1,951 307,692 SH   SOLE   307,692 0 0
PIONEER NAT RES CO COM 723787107 5,548 40,000 SH   SOLE   40,000 0 0
RANGE RES CORP COM 75281A109 3,812 77,200 SH   SOLE   77,200 0 0
RICE ENERGY INC COM 762760106 2,797 134,274 SH   SOLE   134,274 0 0
RPC INC COM 749660106 3,170 229,228 SH   SOLE   229,228 0 0
SEVENTY SEVEN ENERGY INC COM 818097107 421 98,223 SH   SOLE   98,223 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 397 9,000 SH   SOLE   9,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 3,578 130,000 SH   SOLE   130,000 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 2,476 117,700 SH   SOLE   117,700 0 0
WELLS FARGO & CO NEW COM 949746101 619 11,000 SH   SOLE   11,000 0 0
WPX ENERGY INC COM 98212B103 262 21,372 SH   SOLE   21,372 0 0