13F-HR 1 infeocm0312.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE REPORT FOR THE QUARTER ENDED: March 31, 2012 CHECK HERE IF AMENDMENT [ ]; AMENDMENT NUMBER: THIS AMENDMENT: [ ]IS A RESTATEMENT. [ ]ADDS NEW HOLDINGS ENTRIES. INSTITUTIONAL INVESTMENT MANAGER FILING THIS REPORT: NAME: ENERGY OPPORTUNITIES CAPITAL MANAGEMENT ADDRESS: 6300 BEE CAVES RD, BUILDING 2, SUITE 430 AUSTIN, TX 78746 13F FILE NUMBER: 028-14485 THE INSTITUTIONAL INVESTMENT MANAGER FILING THIS REPORT AND THE PERSON BY WHOM IT IS SIGNED HEREBY REPRESENT THAT THE PERSON SIGNING THE REPORT IS AUTHORIZED TO SUBMIT, THAT ALL INFORMATION CONTAINED HEREIN IS TRUE, CORRECT AND COMPLETE, AND THAT IT IS UNDERSTOOD THAT ALL REQUIRED ITEMS, STATEMENTS, SCHEDULES, LISTS, AND TABLES, ARE CONSIDERED INTEGRAL PARTS OF THIS FORM. PERSON SIGNING THIS REPORT ON BEHALF OF REPORTING MANAGER: NAME: SANDRA L LAI TITLE: OFFICE MANAGER PHONE: 512-477-0900 SIGNATURE, PLACE, AND DATE OF SIGNING: sANDRA L LAI AUSTIN, TX May 15, 2012 REPORT TYPE: [X] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT LIST OF OTHER MANAGERS REPORTING FOR THIS MANAGER; NONE I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE REPORT SUMMARY: NUMBER OF OTHER INCLUDED MANAGERS: NONE FORM 13F INFORMATION TABLE ENTRY TOTAL: 42 FORM 13F INFORMATION TABLE VALUE TOTAL: $544,740 LIST OF OTHER INCLUDED MANAGERS: NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ALPHA NAT RES INC COM COM 02076X102 790 51931 SH SOLE 51931 ANADARKO PETE COM 032511107 3884 49575 SH SOLE 49575 APACHE CORP COM 037411105 5881 58550 SH SOLE 58550 BAKER HUGHES INC COM 057224107 15950 380295 SH SOLE 380295 BASIC ENERGY SVCS INC COM COM 06985P100 5333 307391 SH SOLE 307391 CAMERON INTL COM 13342B105 34058 644665 SH SOLE 644665 CARBO CERAMICS INC COM COM 140781105 9238 87604 SH SOLE 87604 CHICAGO BRIDGE & IRON N Y REGI COM 167250109 7717 178666 SH SOLE 178666 CORE LABORATORIES N V COM COM N22717107 25741 195644 SH SOLE 195644 DEVON ENERGY CORP NEW COM COM 25179M103 3910 54980 SH SOLE 54980 DRESSER-RAND GROUP INC COM COM 261608103 4505 97115 SH SOLE 97115 DRIL-QUIP INC COM COM 262037104 17273 265656 SH SOLE 265656 ENERGY SVC INC COM 29358Q109 32047 605459 SH SOLE 605459 EOG RES INC COM COM 26875P101 5924 53320 SH SOLE 53320 EVI WEATHERFORD INC COM H27013103 15973 1058523 SH SOLE 1058523 FMC TECHNOLOGIES INC COM COM 30249U101 34253 679346 SH SOLE 679346 HALLIBURTON CO COM 406216101 36463 1098625 SH SOLE 1098625 HELMERICH & PAYNE INC COM COM 423452101 8958 166046 SH SOLE 166046 HERCULES OFFSHORE INC COM COM 427093109 836 176840 SH SOLE 176840 HOLLYFRONTIER CORP COM COM 436106108 969 30135 SH SOLE 30135 KBR INC COM COM 48242W106 7794 219234 SH SOLE 219234 KEY ENERGY SVCS INC COM COM 492914106 6495 420380 SH SOLE 420380 LUFKIN INDS INC COM COM 549764108 18594 230552 SH SOLE 230552 NABORS INDUSTRIES COM G6359F103 2845 162656 SH SOLE 162656 NATIONAL OILWELL VARCO COM COM 637071101 45906 577648 SH SOLE 577648 NOBLE DRILLING CORP COM COM H5833N103 18074 482350 SH SOLE 482350 NOBLE ENRGY INC COM COM 655044105 4108 42013 SH SOLE 42013 OCCIDENTAL PETE CP DEL COM 674599105 5775 60638 SH SOLE 60638 OCEANEERING INTL INC COM COM 675232102 28985 537848 SH SOLE 537848 OIL STS INTL INC COM COM 678026105 17648 226084 SH SOLE 226084 PACIFIC DRILLING SA REG SHS COM L7257P106 789 77960 SH SOLE 77960 PEABODY ENERGY CORP COM COM 704549104 1732 59814 SH SOLE 59814 PIONEER NATURAL RESOURCES CO COM 723787107 6224 55774 SH SOLE 55774 PLAINS EXPL & PRODTN COM COM 726505100 5602 131349 SH SOLE 131349 RANGE RES CORP COM COM 75281A109 7949 136720 SH SOLE 136720 ROWAN COS INC COM G7665A101 23495 713474 SH SOLE 713474 SCHLUMBERGER LTD COM 806857108 45162 645821 SH SOLE 645821 SUPERIOR ENERGY SVCS COM COM 868157108 6710 254561 SH SOLE 254561 TECHNIP-COFLEXIP SPONSORED ADR COM 878546209 2285 77706 SH SOLE 77706 TRANSOCEAN SEDCO FOREX COM H8817H100 12141 221963 SH SOLE 221963 VALERO ENERGY CORP NEW COM COM 91913Y100 4586 177952 SH SOLE 177952 WALTER ENERGY INC COM COM 93317Q105 2141 36153 SH SOLE 36153