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
AMERICAN ELEC PWR INC COM 025537101 13,709 293,300 SH   SOLE   293,300 0 0
BAYTEX ENERGY CORP COM 07317Q105 3,407 86,900 SH   SOLE   86,900 0 0
CABOT OIL & GAS CORP COM 127097103 22,806 588,400 SH   SOLE   588,400 0 0
CANADIAN NAT RES LTD COM 136385101 25,380 750,000 SH   SOLE   750,000 0 0
CELANESE CORP DEL COM SER A 150870103 12,069 218,200 SH   SOLE   218,200 0 0
CHEVRON CORP NEW COM 166764100 27,855 223,000 SH   SOLE   223,000 0 0
CIMAREX ENERGY CO COM 171798101 21,533 205,250 SH   SOLE   205,250 0 0
CMS ENERGY CORP COM 125896100 8,088 302,118 SH   SOLE   302,118 0 0
COBALT INTL ENERGY INC COM 19075F106 5,387 327,450 SH   SOLE   327,450 0 0
DEVON ENERGY CORP NEW COM 25179M103 15,764 254,800 SH   SOLE   254,800 0 0
EASTMAN CHEM CO COM 277432100 10,467 129,700 SH   SOLE   129,700 0 0
EDISON INTL COM 281020107 1,861 40,200 SH   SOLE   40,200 0 0
ENCANA CORP COM 292505104 1,946 107,800 SH   SOLE   107,800 0 0
ENERPLUS CORP COM 292766102 4,151 228,400 SH   SOLE   228,400 0 0
EOG RES INC COM 26875P101 39,342 234,400 SH   SOLE   234,400 0 0
EQT CORP COM 26884L109 38,713 431,200 SH   SOLE   431,200 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 5,672 200,700 SH   SOLE   200,700 0 0
FOSTER WHEELER AG COM H27178104 5,263 159,400 SH   SOLE   159,400 0 0
FRANKS INTL N V COM N33462107 5,306 196,500 SH   SOLE   196,500 0 0
HALLIBURTON CO COM 406216101 17,296 340,800 SH   SOLE   340,800 0 0
HELMERICH & PAYNE INC COM 423452101 1,320 15,700 SH   SOLE   15,700 0 0
HESS CORP COM 42809H107 3,079 37,100 SH   SOLE   37,100 0 0
HUNTSMAN CORP COM 447011107 3,321 135,000 SH   SOLE   135,000 0 0
KODIAK OIL & GAS CORP COM 50015Q100 6,137 547,500 SH   SOLE   547,500 0 0
KOSMOS ENERGY LTD SHS G5315B107 3,260 291,600 SH   SOLE   291,600 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2,457 30,600 SH   SOLE   30,600 0 0
MDU RES GROUP INC COM 552690109 4,369 143,000 SH   SOLE   143,000 0 0
NEWFIELD EXPL CO COM 651290108 5,108 207,400 SH   SOLE   207,400 0 0
NEXTERA ENERGY INC COM 65339F101 6,070 70,900 SH   SOLE   70,900 0 0
NISOURCE INC COM 65473P105 3,078 93,600 SH   SOLE   93,600 0 0
OASIS PETE INC NEW COM 674215108 37,513 798,661 SH   SOLE   798,661 0 0
ONEOK INC NEW COM 682680103 21,608 347,500 SH   SOLE   347,500 0 0
PEMBINA PIPELINE CORP COM 706327103 2,047 58,100 SH   SOLE   58,100 0 0
PG&E CORP COM 69331C108 1,220 30,300 SH   SOLE   30,300 0 0
PHILLIPS 66 COM 718546104 4,674 60,600 SH   SOLE   60,600 0 0
PINNACLE WEST CAP CORP COM 723484101 836 15,798 SH   SOLE   15,798 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 3,162 104,692 SH   SOLE   104,692 0 0
PPL CORP COM 69351T106 1,309 43,500 SH   SOLE   43,500 0 0
PRAXAIR INC COM 74005P104 2,536 19,500 SH   SOLE   19,500 0 0
RPC INC COM 749660106 3,856 216,000 SH   SOLE   216,000 0 0
SM ENERGY CO COM 78454L100 17,657 212,450 SH   SOLE   212,450 0 0
STATOIL ASA SPONSORED ADR 85771P102 16,696 691,900 SH   SOLE   691,900 0 0
SUNCOR ENERGY INC NEW COM 867224107 44,037 1,256,400 SH   SOLE   1,256,400 0 0
TESORO CORP COM 881609101 1,386 23,700 SH   SOLE   23,700 0 0
UGI CORP NEW COM 902681105 2,508 60,500 SH   SOLE   60,500 0 0
VALERO ENERGY CORP NEW COM 91913Y100 15,906 315,600 SH   SOLE   315,600 0 0
WESTLAKE CHEM CORP COM 960413102 7,935 65,000 SH   SOLE   65,000 0 0
WHITING PETE CORP NEW COM 966387102 22,310 360,598 SH   SOLE   360,598 0 0
XCEL ENERGY INC COM 98389B100 3,912 140,000 SH   SOLE   140,000 0 0