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 CORP COM 032511107 6,963 84,088 SH   SOLE   84,088 0 0
DXP ENTERPRISES INC NEW COM NEW 233377407 9,327 211,564 SH   SOLE   211,564 0 0
EOG RES INC COM 26875P101 5,563 60,677 SH   SOLE   60,677 0 0
EQT CORP COM 26884L109 7,251 87,503 SH   SOLE   87,503 0 0
HALLIBURTON CO COM 406216101 4,560 103,930 SH   SOLE   103,930 0 0
HUNTSMAN CORP COM 447011107 6,741 304,057 SH   SOLE   304,057 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 6,124 320,639 SH   SOLE   320,639 0 0
NORFOLK SOUTHERN CORP COM 655844108 3,011 29,265 SH   SOLE   29,265 0 0
PIONEER NAT RES CO COM 723787107 8,291 50,707 SH   SOLE   50,707 0 0
RSP PERMIAN INC COM 74978Q105 9,989 396,546 SH   SOLE   396,546 0 0
RANGE RES CORP COM 75281A109 16,931 325,353 SH   SOLE   325,353 0 0
REALOGY HLDGS CORP COM 75605Y106 3,970 87,294 SH   SOLE   87,294 0 0
RICE ENERGY INC COM 762760106 4,567 209,901 SH   SOLE   209,901 0 0
RING ENERGY INC COM 76680V108 6,473 609,465 SH   SOLE   609,465 0 0
SYNERGY RES CORP COM 87164P103 5,807 490,051 SH   SOLE   490,051 0 0
TRANSDIGM GROUP INC COM 893641100 6,466 29,562 SH   SOLE   29,562 0 0
UNION PAC CORP COM 907818108 5,615 51,840 SH   SOLE   51,840 0 0
GRAINGER W W INC COM 384802104 6,322 26,813 SH   SOLE   26,813 0 0
WASTE CONNECTIONS INC COM 941053100 4,315 89,635 SH   SOLE   89,635 0 0