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
ANADARKO PETE COM 032511107 7,887 101,035 SH   SOLE   101,035 0 0
BAKER HUGHES INC COM 057224107 38,070 617,024 SH   SOLE   617,024 0 0
BASIC ENERGY SVCS INC COM COM 06985P100 9,202 1,218,788 SH   SOLE   1,218,788 0 0
C&J ENERGY SVCS INC COM COM G3164Q101 4,740 359,092 SH   SOLE   359,092 0 0
CABOT OIL & GAS CORP COM COM 127097103 4,538 143,870 SH   SOLE   143,870 0 0
CALFRAC WELL SRVCS LTD COM COM 129584108 1,246 205,260 SH   SOLE   205,260 0 0
CAMERON INTL COM 13342B105 17,956 342,875 SH   SOLE   342,875 0 0
CARBO CERAMICS INC COM COM 140781105 3,202 76,914 SH   SOLE   76,914 0 0
CIMAREX ENERGY CO COM COM 171798101 2,859 25,915 SH   SOLE   25,915 0 0
CONCHO RES INC COM COM 20605P101 7,385 64,860 SH   SOLE   64,860 0 0
CONSOL ENERGY INC COM COM 20854P109 1,649 75,850 SH   SOLE   75,850 0 0
CONTINENTAL RES INC COM COM 212015101 2,503 59,057 SH   SOLE   59,057 0 0
CORE LABORATORIES N V COM COM N22717107 5,294 46,425 SH   SOLE   46,425 0 0
DEVON ENERGY CORP NEW COM COM 25179M103 7,453 125,285 SH   SOLE   125,285 0 0
DIAMONDBACK ENERGY INC COM COM 25278X109 4,270 56,640 SH   SOLE   56,640 0 0
DRIL-QUIP INC COM COM 262037104 12,433 165,216 SH   SOLE   165,216 0 0
ENBRIDGE ENERGY PRTNRS COM COM 29250R106 6,393 191,819 SH   SOLE   191,819 0 0
EOG RES INC COM COM 26875P101 13,482 153,997 SH   SOLE   153,997 0 0
EVI WEATHERFORD INC COM G48833100 12,654 1,031,263 SH   SOLE   1,031,263 0 0
FLOTEK INDS INC DEL COM COM 343389102 1,844 147,184 SH   SOLE   147,184 0 0
FMC TECHNOLOGIES INC COM COM 30249U101 12,525 301,869 SH   SOLE   301,869 0 0
FMSA HLDGS INC COM COM 30555Q108 1,083 132,228 SH   SOLE   132,228 0 0
FORUM ENERGY TECHNOLOG COM COM 34984V100 3,573 176,200 SH   SOLE   176,200 0 0
FRANKS INTL N V COM COM N33462107 3,019 160,226 SH   SOLE   160,226 0 0
HALLIBURTON CO COM 406216101 39,408 914,971 SH   SOLE   914,971 0 0
HELMERICH & PAYNE INC COM COM 423452101 16,353 232,228 SH   SOLE   232,228 0 0
MARATHON PETE CORP COM COM 56585A102 2,258 43,157 SH   SOLE   43,157 0 0
NABORS INDUSTRIES COM G6359F103 8,789 609,073 SH   SOLE   609,073 0 0
NATIONAL OILWELL VARCO COM COM 637071101 16,861 349,228 SH   SOLE   349,228 0 0
NEWFIELD EXPL CO COM COM 651290108 5,637 156,072 SH   SOLE   156,072 0 0
NOBLE ENRGY INC COM COM 655044105 3,782 88,608 SH   SOLE   88,608 0 0
OASIS PETE INC NEW COM COM 674215108 2,332 147,121 SH   SOLE   147,121 0 0
OCEANEERING INTL INC COM COM 675232102 14,056 301,701 SH   SOLE   301,701 0 0
PATTERSON UTI ENERGY COM COM 703481101 18,931 1,006,171 SH   SOLE   1,006,171 0 0
PHILLIPS 66 COM COM 718546104 2,011 24,962 SH   SOLE   24,962 0 0
PIONEER ENERGY SVCS CO COM COM 723664108 1,940 306,040 SH   SOLE   306,040 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 5,630 40,596 SH   SOLE   40,596 0 0
PLAINS ALL AM PIPELINE UNIT LT COM 726503105 5,953 136,632 SH   SOLE   136,632 0 0
RANGE RES CORP COM COM 75281A109 6,310 127,790 SH   SOLE   127,790 0 0
RPC INC COM COM 749660106 4,540 328,256 SH   SOLE   328,256 0 0
SCHLUMBERGER LTD COM 806857108 38,108 442,138 SH   SOLE   442,138 0 0
SOUTHWESTERN ENERGY CO COM COM 845467109 3,358 147,725 SH   SOLE   147,725 0 0
SUPERIOR ENERGY SVCS COM COM 868157108 11,501 546,610 SH   SOLE   546,610 0 0
TENARIS S A SPONSORED ADR COM 88031M109 4,402 162,900 SH   SOLE   162,900 0 0
TESORO CORP COM COM 881609101 2,546 30,159 SH   SOLE   30,159 0 0
TRICAN WELL SVC LTD COM COM 895945103 489 150,924 SH   SOLE   150,924 0 0
U S SILICA HLDGS INC COM COM 90346E103 4,113 140,086 SH   SOLE   140,086 0 0
VALERO ENERGY CORP NEW COM COM 91913Y100 4,819 76,982 SH   SOLE   76,982 0 0
WHITING PETE CORP NEW COM COM 966387102 2,633 78,363 SH   SOLE   78,363 0 0
VANGUARD INDEX TR STK MRK VIPE COM 922908769 11,790 110,170 SH   SOLE   110,170 0 0
VANGUARD INTL EQTY IDX TT WRLD COM 922042742 3,527 57,330 SH   SOLE   57,330 0 0