The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALLIANT ENERGY CORP | COM | 018802108 | 1,008 | 16,000 | SH | SOLE | 13,838 | 2,162 | 0 | ||
| AMEREN CORP | COM | 023608102 | 717 | 17,000 | SH | SOLE | 14,714 | 2,286 | 0 | ||
| AMERICAN ELEC PWR INC | COM | 025537101 | 1,800 | 32,000 | SH | SOLE | 27,698 | 4,302 | 0 | ||
| CARRIZO OIL & GAS INC | COM | 144577103 | 2,234 | 45,000 | SH | SOLE | 38,948 | 6,052 | 0 | ||
| CONTINENTAL RESOURCES INC | COM | 212015101 | 8,427 | 192,974 | SH | SOLE | 166,907 | 26,067 | 0 | ||
| DENBURY RES INC | COM NEW | 247916208 | 1,166 | 160,000 | SH | SOLE | 138,479 | 21,521 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 6,520 | 108,111 | SH | SOLE | 93,444 | 14,667 | 0 | ||
| DOMINION RES INC VA NEW | COM | 25746U109 | 3,402 | 48,000 | SH | SOLE | 41,543 | 6,457 | 0 | ||
| DTE ENERGY CO | COM | 233331107 | 2,582 | 32,000 | SH | SOLE | 27,695 | 4,305 | 0 | ||
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 1,689 | 22,000 | SH | SOLE | 19,040 | 2,960 | 0 | ||
| DYNEGY INC NEW DEL | COM | 26817R108 | 817 | 26,000 | SH | SOLE | 22,503 | 3,497 | 0 | ||
| EL PASO ELEC CO | COM NEW | 283677854 | 966 | 25,000 | SH | SOLE | 21,616 | 3,384 | 0 | ||
| EOG RES INC | COM | 26875P101 | 2,934 | 32,000 | SH | SOLE | 27,696 | 4,304 | 0 | ||
| EQT CORP | COM | 26884L109 | 4,482 | 54,080 | SH | SOLE | 46,806 | 7,274 | 0 | ||
| FLOTEK INDS INC DEL | COM | 343389102 | 10,245 | 695,030 | SH | SOLE | 601,051 | 93,979 | 0 | ||
| FMSA HLDGS INC | COM | 30255X106 | 724 | 100,000 | SH | SOLE | 86,551 | 13,449 | 0 | ||
| FRONTLINE LTD | SHS | G3682E127 | 824 | 367,808 | SH | SOLE | 318,017 | 49,791 | 0 | ||
| HESS CORP | COM | 42809H107 | 4,088 | 60,229 | SH | SOLE | 52,102 | 8,127 | 0 | ||
| HOLLYFRONTIER CORP | COM | 436106108 | 1,812 | 45,000 | SH | SOLE | 38,947 | 6,053 | 0 | ||
| IDACORP INC | COM | 451107106 | 1,195 | 19,000 | SH | SOLE | 16,429 | 2,571 | 0 | ||
| LAREDO PETROLEUM INC | COM | 516806106 | 7,675 | 588,569 | SH | SOLE | 509,407 | 79,162 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 909 | 66,558 | SH | SOLE | 57,376 | 9,182 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 2,497 | 24,000 | SH | SOLE | 20,736 | 3,264 | 0 | ||
| NORTHERN OIL & GAS INC NEV | COM | 665531109 | 887 | 115,000 | SH | SOLE | 99,532 | 15,468 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 378 | 15,000 | SH | SOLE | 12,982 | 2,018 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 1,415 | 18,000 | SH | SOLE | 15,578 | 2,422 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 9,117 | 55,758 | SH | SOLE | 48,172 | 7,586 | 0 | ||
| PORTLAND GEN ELEC CO | COM NEW | 736508847 | 927 | 25,000 | SH | SOLE | 21,638 | 3,362 | 0 | ||
| PPL CORP | COM | 69351T106 | 741 | 22,000 | SH | SOLE | 19,040 | 2,960 | 0 | ||
| SANCHEZ ENERGY CORP | COM | 79970Y105 | 7,943 | 610,527 | SH | SOLE | 527,893 | 82,634 | 0 | ||
| SEMPRA ENERGY | COM | 816851109 | 3,271 | 30,000 | SH | SOLE | 25,965 | 4,035 | 0 | ||
| U S SILICA HLDGS INC | COM | 90346E103 | 4,975 | 139,700 | SH | SOLE | 120,910 | 18,790 | 0 | ||
| VALERO ENERGY CORP NEW | COM | 91913Y100 | 1,972 | 31,000 | SH | SOLE | 26,832 | 4,168 | 0 | ||
| WEATHERFORD INTL PLC | ORD SHS | G48833100 | 6,863 | 557,946 | SH | SOLE | 482,769 | 75,177 | 0 | ||
| WHITING PETE CORP NEW | COM | 966387102 | 4,017 | 130,000 | SH | SOLE | 112,516 | 17,484 | 0 | ||
| WISCONSIN ENERGY CORP | COM | 976657106 | 891 | 18,000 | SH | SOLE | 15,579 | 2,421 | 0 | ||