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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
AMEREN CORP COM 023608102 977 23,899 SH   SOLE   21,874 2,025 0
AMERICAN ELEC PWR INC COM 025537101 2,483 44,527 SH   SOLE   40,497 4,030 0
ANADARKO PETE CORP COM 032511107 4,384 40,044 SH   SOLE   36,399 3,645 0
BAKER HUGHES INC COM 057224107 6,764 90,848 SH   SOLE   82,626 8,222 0
CANADIAN NAT RES LTD COM 136385101 6,027 131,274 SH   SOLE   119,375 11,899 0
CIMAREX ENERGY CO COM 171798101 5,932 41,347 SH   SOLE   37,583 3,764 0
CLECO CORP NEW COM 12561W105 2,052 34,816 SH   SOLE   31,663 3,153 0
CLOUD PEAK ENERGY INC COM 18911Q102 332 18,000 SH   SOLE   14,112 3,888 0
CONSOL ENERGY INC COM 20854P109 4,919 106,783 SH   SOLE   97,063 9,720 0
DIAMONDBACK ENERGY INC COM 25278X109 7,537 84,880 SH   SOLE   77,182 7,698 0
DOMINION RES INC VA NEW COM 25746U109 5,054 70,669 SH   SOLE   64,259 6,410 0
DTE ENERGY CO COM 233331107 1,145 14,707 SH   SOLE   13,379 1,328 0
DUKE ENERGY CORP NEW COM NEW 26441C204 2,047 27,586 SH   SOLE   25,075 2,511 0
EOG RES INC COM 26875P101 14,673 125,559 SH   SOLE   114,177 11,382 0
FLOTEK INDS INC DEL COM 343389102 19,372 602,372 SH   SOLE   547,736 54,636 0
FLOTEK INDS INC DEL COM 343389102 3,216 100,000 SH Call SOLE   99,918 8,200 0
FLOTEK INDS INC DEL COM 343389102 1,608 50,000 SH Call SOLE   49,960 4,000 0
FMC TECHNOLOGIES INC COM 30249U101 3,134 51,318 SH   SOLE   46,677 4,641 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 9,419 258,545 SH   SOLE   235,094 23,451 0
HALLIBURTON CO COM 406216101 5,865 82,595 SH   SOLE   75,110 7,485 0
NABORS INDUSTRIES LTD SHS G6359F103 2,056 70,000 SH   SOLE   64,330 5,670 0
NATIONAL OILWELL VARCO INC COM 637071101 2,219 26,949 SH   SOLE   24,521 2,428 0
NEXTERA ENERGY INC COM 65339F101 4,193 40,911 SH   SOLE   37,199 3,712 0
NISOURCE INC COM 65473P105 3,114 79,152 SH   SOLE   71,992 7,160 0
NORTHEAST UTILS COM 664397106 3,401 71,954 SH   SOLE   65,431 6,523 0
NORTHERN OIL & GAS INC NEV COM 665531109 197 12,108 SH   SOLE   10,817 1,291 0
PATTERSON UTI ENERGY INC COM 703481101 6,281 179,766 SH   SOLE   163,467 16,299 0
PEABODY ENERGY CORP COM 704549104 4,130 252,574 SH   SOLE   231,897 20,677 0
PIONEER NAT RES CO COM 723787107 5,693 24,773 SH   SOLE   22,518 2,255 0
PORTLAND GEN ELEC CO COM NEW 736508847 193 5,556 SH   SOLE   5,106 450 0
PPL CORP COM 69351T106 4,014 112,977 SH   SOLE   102,743 10,234 0
RICE ENERGY INC COM 762760106 1,001 32,887 SH   SOLE   30,223 2,664 0
RPC INC COM 749660106 5,782 246,148 SH   SOLE   223,742 22,406 0
SANCHEZ ENERGY CORP COM 79970Y105 4,491 119,478 SH   SOLE   108,602 10,876 0
SEMPRA ENERGY COM 816851109 1,669 15,941 SH   SOLE   14,502 1,439 0
SPDR SERIES TRUST OILGAS EQUIP 78464A748 7,392 150,000 SH Put SOLE   149,878 12,200 0
SPDR SERIES TRUST OILGAS EQUIP 78464A748 4,928 100,000 SH Put SOLE   99,920 8,000 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 23,486 120,000 SH Put SOLE   119,903 9,700 0
U S SILICA HLDGS INC COM 90346E103 24,462 441,240 SH   SOLE   401,231 40,009 0
U S SILICA HLDGS INC COM 90346E103 1,940 35,000 SH Call SOLE   34,971 2,900 0
VALERO ENERGY CORP NEW COM 91913Y100 2,890 57,689 SH   SOLE   51,557 6,132 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 9,058 393,826 SH   SOLE   358,077 35,749 0
WHITING PETE CORP NEW COM 966387102 5,969 74,384 SH   SOLE   67,644 6,740 0
WPX ENERGY INC COM 98212B103 6,027 252,084 SH   SOLE   229,138 22,946 0