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
AECOM TECHNOLOGY CORP DELAWA COM 00766T100 3,682 109,100 SH   SOLE 0 109,100 0 0
AMERICAN ELEC PWR INC COM 025537101 11,767 225,377 SH   SOLE 0 225,377 0 0
ANADARKO PETE CORP COM 032511107 18,304 180,440 SH   SOLE 0 180,440 0 0
ASHLAND INC NEW COM 044209104 7,808 75,000 SH   SOLE 0 75,000 0 0
ATHLON ENERGY INC COM 047477104 1,965 33,750 SH   SOLE 0 33,750 0 0
BAKER HUGHES INC COM 057224107 19,843 305,000 SH   SOLE 0 305,000 0 0
BARRETT BILL CORP COM 06846N104 5,489 249,031 SH   SOLE 0 249,031 0 0
BELLATRIX EXPLORATION LTD COM 078314101 2,617 426,000 SH   SOLE 0 426,000 0 0
BONANZA CREEK ENERGY INC COM 097793103 4,524 79,500 SH   SOLE 0 79,500 0 0
CABOT OIL & GAS CORP COM 127097103 997 30,500 SH   SOLE 0 30,500 0 0
CF INDS HLDGS INC COM 125269100 3,490 12,500 SH   SOLE 0 12,500 0 0
CIMAREX ENERGY CO COM 171798101 12,530 99,031 SH   SOLE 0 99,031 0 0
COBALT INTL ENERGY INC COM 19075F106 5,435 399,650 SH   SOLE 0 399,650 0 0
DEVON ENERGY CORP NEW COM 25179M103 10,122 148,462 SH   SOLE 0 148,462 0 0
DIAMONDBACK ENERGY INC COM 25278X109 9,452 126,400 SH   SOLE 0 126,400 0 0
DOMINION RES INC VA NEW COM 25746U109 13,196 191,000 SH   SOLE 0 191,000 0 0
DTE ENERGY CO COM 233331107 7,918 104,080 SH   SOLE 0 104,080 0 0
EDISON INTL COM 281020107 6,845 122,413 SH   SOLE 0 122,413 0 0
ENCANA CORP COM 292505104 19,825 934,700 SH   SOLE 0 934,700 0 0
EXELON CORP COM 30161N101 2,032 59,600 SH   SOLE 0 59,600 0 0
FERRO CORP COM 315405100 1,717 118,500 SH   SOLE 0 118,500 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 6,618 216,200 SH   SOLE 0 216,200 0 0
GOODRICH PETE CORP COM NEW 382410405 1,909 128,800 SH   SOLE 0 128,800 0 0
HALLIBURTON CO COM 406216101 7,780 120,600 SH   SOLE 0 120,600 0 0
HESS CORP COM 42809H107 35,230 373,520 SH   SOLE 0 373,520 0 0
HUNTSMAN CORP COM 447011107 7,381 284,000 SH   SOLE 0 284,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 2,670 54,700 SH   SOLE 0 54,700 0 0
LYONDELL BASEBALL INDUSTRIES N SHS - A - N53745100 12,300 113,200 SH   SOLE 0 113,200 0 0
MARATHON OIL CORP COM 565849106 34,417 915,600 SH   SOLE 0 915,600 0 0
MARATHON PETE CORP COM 56585A102 13,344 157,600 SH   SOLE 0 157,600 0 0
MONSANTO CO NEW COM 61166W101 7,032 62,500 SH   SOLE 0 62,500 0 0
MRC GLOBAL INC COM 55345K103 926 39,700 SH   SOLE 0 39,700 0 0
NABORS INDUSTRIES LTD SHS G6359F103 1,277 56,100 SH   SOLE 0 56,100 0 0
NEWFIELD EXPL CO COM 651290108 21,422 577,887 SH   SOLE 0 577,887 0 0
OASIS PETE INC NEW COM 674215108 4,691 112,200 SH   SOLE 0 112,200 0 0
OIL STS INTL INC COM 678026105 11,142 180,000 SH   SOLE 0 180,000 0 0
PARSLEY ENERGY INC CL A 701877102 11,631 545,300 SH   SOLE 0 545,300 0 0
PATTERSON UTI ENERGY INC COM 703481101 8,227 252,900 SH   SOLE 0 252,900 0 0
PDC ENERGY INC COM 69327R101 6,447 128,200 SH   SOLE 0 128,200 0 0
PENN VA CORP COM 707882106 4,781 376,140 SH   SOLE 0 376,140 0 0
PG&E CORP COM 69331C108 19,273 427,900 SH   SOLE 0 427,900 0 0
PINNACLE WEST CAP CORP COM 723484101 4,448 81,400 SH   SOLE 0 81,400 0 0
POLYONE CORP COM 73179P106 5,682 159,700 SH   SOLE 0 159,700 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 3,909 121,700 SH   SOLE 0 121,700 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 5,512 148,000 SH   SOLE 0 148,000 0 0
ROSETTA RESOURCES INC COM 777779307 8,021 180,000 SH   SOLE 0 180,000 0 0
RPC INC COM 749660106 8,404 382,700 SH   SOLE 0 382,700 0 0
RSP PERMIAN INC COM 74978Q105 3,226 126,200 SH   SOLE 0 126,200 0 0
SHERWIN WILLIAMS CO COM 824348106 11,519 52,600 SH   SOLE 0 52,600 0 0
SM ENERGY CO COM 78454L100 11,583 148,500 SH   SOLE 0 148,500 0 0
STONE ENERGY CORP COM 861642106 2,474 78,900 SH   SOLE 0 78,900 0 0
SUNCOR ENERGY INC NEW COM 867224107 32,369 895,400 SH   SOLE 0 895,400 0 0
TARGA RES CORP COM 87612G101 5,315 39,035 SH   SOLE 0 39,035 0 0
TENARIS S A SPONSORED ADR 88031M109 10,795 237,000 SH   SOLE 0 237,000 0 0
TRANSCANADA CORP COM 89353D107 5,027 97,600 SH   SOLE 0 97,600 0 0
VERMILION ENERGY INC COM 923725105 3,464 56,900 SH   SOLE 0 56,900 0 0
WEATHERFORD INTL PLC COM G48833100 990 47,600 SH   SOLE 0 47,600 0 0
WESTERN REFNG INC COM 959319104 9,347 222,600 SH   SOLE 0 222,600 0 0
WESTLAKE CHEM CORP COM 960413102 10,348 119,510 SH   SOLE 0 119,510 0 0
WILLIAMS COS INC DEL COM 969457100 30,719 555,000 SH   SOLE 0 555,000 0 0