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
AIR PRODS & CHEMS INC COM 009158106 9,747 76,396 SH   SOLE   76,396 0 0
ANADARKO PETE CORP COM 032511107 6,967 115,363 SH   SOLE   115,363 0 0
AXALTA COATING SYS LTD COM G0750C108 8,615 339,978 SH   SOLE   339,978 0 0
DXP ENTERPRISES INC NEW COM NEW 233377407 7,561 277,152 SH   SOLE   277,152 0 0
EOG RES INC COM 26875P101 8,310 114,145 SH   SOLE   114,145 0 0
HALLIBURTON CO COM 406216101 8,831 249,830 SH   SOLE   249,830 0 0
HUNTSMAN CORP COM 447011107 4,608 475,557 SH   SOLE   475,557 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 1,657 94,240 SH   SOLE   94,240 0 0
NORFOLK SOUTHERN CORP COM 655844108 6,103 79,878 SH   SOLE   79,878 0 0
OASIS PETE INC NEW COM 674215108 2,496 287,573 SH   SOLE   287,573 0 0
PIONEER NAT RES CO COM 723787107 13,820 113,617 SH   SOLE   113,617 0 0
PRAXAIR INC COM 74005P104 5,856 57,488 SH   SOLE   57,488 0 0
RSP PERMIAN INC COM 74978Q105 13,871 684,996 SH   SOLE   684,996 0 0
RANGE RES CORP COM 75281A109 14,000 435,875 SH   SOLE   435,875 0 0
RICE ENERGY INC COM 762760106 8,807 545,036 SH   SOLE   545,036 0 0
RING ENERGY INC COM 76680V108 10,267 1,040,217 SH   SOLE   1,040,217 0 0
SYNERGY RES CORP COM 87164P103 8,797 897,647 SH   SOLE   897,647 0 0
TRANSDIGM GROUP INC COM 893641100 8,692 40,921 SH   SOLE   40,921 0 0
UNION PAC CORP COM 907818108 12,324 139,401 SH   SOLE   139,401 0 0