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
Advantage Oil & Gas Ltd Common 00765F101 34,941 5,528,596 SH   SOLE   5,528,596 0 0
Barrett Bill Corp Common 06846N104 48,693 5,668,553 SH   SOLE   5,668,553 0 0
Bonanza Creek Energy Inc. Common 097793103 20,617 1,129,701 SH   SOLE   1,129,701 0 0
Carrizo Oil & Gas Inc. Common 144577103 3,595 73,000 SH   SOLE   73,000 0 0
Evolution Petroleum Corp. Common 30049A107 26,952 4,089,848 SH   SOLE   4,089,848 0 0
Gulfport Energy Corp Common 402635104 9,195 228,449 SH   SOLE   228,449 0 0
Jones Energy Inc. Common 48019R108 58,365 6,449,199 SH   SOLE   6,449,199 0 0
Newfield Expl Co Common 651290108 39,951 1,106,052 SH   SOLE   1,106,052 0 0
Penn VA Corp Common 707882106 3,615 825,417 SH   SOLE   825,417 0 0
QEP Resources Inc. Common 74733V100 59,423 3,210,343 SH   SOLE   3,210,343 0 0
Rice Energy Inc Common 762760106 11,513 552,716 SH   SOLE   552,716 0 0
Sanchez Energy Corp. Common 79970Y105 16,096 1,642,442 SH   SOLE   1,642,442 0 0
WPX Energy Inc Common 98212B103 37,981 3,092,900 SH   SOLE   3,092,900 0 0
Penn VA Corp Common 707882106 3,977 908,000 SH Call SOLE   908,000 0 0
QEP Resources Inc. Common 74733V100 6,479 350,000 SH Call SOLE   350,000 0 0
Sanchez Energy Corp. Common 79970Y105 2,397 244,600 SH Call SOLE   244,600 0 0