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
ALBEMARLE CORP COM 012653101 7,881 140,710 SH   SOLE   140,710 0 0
ARCHROCK INC COM 03957W106 4,777 635,200 SH   SOLE   635,200 0 0
BAKER HUGHES INC COM 057224107 3,904 84,600 SH   SOLE   84,600 0 0
BAYTEX ENERGY CORP COM 07317Q105 9,576 2,956,700 SH   SOLE   2,956,700 0 0
BERRY PLASTICS GROUP INC COM 08579W103 5,525 152,700 SH   SOLE   152,700 0 0
BP PLC SPONSORED ADR 055622104 11,972 382,982 SH   SOLE   382,982 0 0
CALLON PETE CO DEL COM 13123X102 5,306 636,200 SH   SOLE   636,200 0 0
CANADIAN NAT RES LTD COM 136385101 35,362 1,619,900 SH   SOLE   1,619,900 0 0
CELANESE CORP DEL COM SER A 150870103 7,164 106,400 SH   SOLE   106,400 0 0
CHEMOURS CO COM 163851108 1,485 277,000 SH   SOLE   277,000 0 0
CHEVRON CORP NEW COM 166764100 1,657 18,418 SH   SOLE   18,418 0 0
COLUMBIA PIPELINE GROUP INC COM 198280109 32,316 1,615,800 SH   SOLE   1,615,800 0 0
CONTINENTAL RESOURCES INC COM 212015101 6,315 274,800 SH   SOLE   274,800 0 0
DEVON ENERGY CORP NEW COM 25179M103 16,288 509,000 SH   SOLE   509,000 0 0
EASTMAN CHEM CO COM 277432100 9,985 147,900 SH   SOLE   147,900 0 0
ENBRIDGE INC COM 29250N105 12,189 367,249 SH   SOLE   367,249 0 0
ENCANA CORP COM 292505104 4,479 880,350 SH   SOLE   880,350 0 0
ENERPLUS CORP COM 292766102 9,868 2,873,887 SH   SOLE   2,873,887 0 0
ENI S P A SPONSORED ADR 26874R108 9,816 329,400 SH   SOLE   329,400 0 0
EOG RES INC COM 26875P101 9,776 138,100 SH   SOLE   138,100 0 0
EP ENERGY CORP CL A 268785102 15,541 3,548,200 SH   SOLE   3,548,200 0 0
EQT CORP COM 26884L109 24,136 462,990 SH   SOLE   462,990 0 0
EXTERRAN CORP COM 30227H106 6,923 431,311 SH   SOLE   431,311 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 1,556 662,300 SH   SOLE   662,300 0 0
GRACE W R & CO DEL NEW COM 38388F108 9,461 95,000 SH   SOLE   95,000 0 0
GULFPORT ENERGY CORP COM NEW 402635304 20,624 839,400 SH   SOLE   839,400 0 0
HALLIBURTON CO COM 406216101 4,279 125,700 SH   SOLE   125,700 0 0
HESS CORP COM 42809H107 35,773 737,895 SH   SOLE   737,895 0 0
HOLLYFRONTIER CORP COM 436106108 2,429 60,900 SH   SOLE   60,900 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 7,691 88,500 SH   SOLE   88,500 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 20,336 1,259,200 SH   SOLE   1,259,200 0 0
NABORS INDUSTRIES LTD SHS G6359F103 26,909 3,162,100 SH   SOLE   3,162,100 0 0
NEWFIELD EXPL CO COM 651290108 35,008 1,075,187 SH   SOLE   1,075,187 0 0
OIL STS INTL INC COM 678026105 4,856 178,200 SH   SOLE   178,200 0 0
ORION ENGINEERED CARBONS S A COM L72967109 315 25,000 SH   SOLE   25,000 0 0
PARSLEY ENERGY INC CL A 701877102 32,625 1,768,312 SH   SOLE   1,768,312 0 0
PBF ENERGY INC CL A 69318G106 8,661 235,300 SH   SOLE   235,300 0 0
PDC ENERGY INC COM 69327R101 16,688 312,623 SH   SOLE   312,623 0 0
PIONEER NAT RES CO COM 723787107 4,250 33,900 SH   SOLE   33,900 0 0
PPG INDS INC COM 693506107 11,868 120,100 SH   SOLE   120,100 0 0
QEP RES INC COM 74733V100 14,697 1,096,800 SH   SOLE   1,096,800 0 0
RICE ENERGY INC COM 762760106 26,357 2,418,100 SH   SOLE   2,418,100 0 0
RPC INC COM 749660106 1,574 131,700 SH   SOLE   131,700 0 0
RSP PERMIAN INC COM 74978Q105 13,914 570,500 SH   SOLE   570,500 0 0
SEALED AIR CORP NEW COM 81211K100 11,534 258,600 SH   SOLE   258,600 0 0
SHERWIN WILLIAMS CO COM 824348106 4,050 15,600 SH   SOLE   15,600 0 0
SM ENERGY CO COM 78454L100 31,520 1,603,247 SH   SOLE   1,603,247 0 0
STATOIL ASA SPONSORED ADR 85771P102 20,475 1,466,700 SH   SOLE   1,466,700 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 8,798 653,160 SH   SOLE   653,160 0 0
TARGA RES CORP COM 87612G101 21,507 794,800 SH   SOLE   794,800 0 0
TENARIS S A SPONSORED ADR 88031M109 13,571 570,200 SH   SOLE   570,200 0 0
TRINSEO S A SHS L9340P101 5,032 178,437 SH   SOLE   178,437 0 0
U S SILICA HLDGS INC COM 90346E103 12,584 671,850 SH   SOLE   671,850 0 0
VALERO ENERGY CORP NEW COM 91913Y100 7,764 109,800 SH   SOLE   109,800 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 16,605 1,979,100 SH   SOLE   1,979,100 0 0
WHITING PETE CORP NEW COM 966387102 29,947 3,172,300 SH   SOLE   3,172,300 0 0