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 42,991 6,369,101 SH   SOLE   6,369,101 0 0
Barrett Bill Corp Common 06846N104 38,369 5,489,182 SH   SOLE   5,489,182 0 0
Bonanza Creek Energy Inc Common 097793103 2,454 2,406,032 SH   SOLE   2,406,032 0 0
Continental Resources Inc Common 212015101 33,547 650,900 SH   SOLE   650,900 0 0
Earthstone Energy Inc Common 27032D205 8,499 618,551 SH   SOLE   618,551 0 0
Encana Corp Common 292505104 38,911 3,314,371 SH   SOLE   3,314,371 0 0
Evolution Petroleum Corp Common 30049A107 38,887 3,888,707 SH   SOLE   3,888,707 0 0
Jones Energy Inc Common 48019R108 80,459 16,091,820 SH   SOLE   16,091,820 0 0
Lonestar Resources US Inc Common 54240F103 221 25,834 SH   SOLE   25,834 0 0
Newfield Exploration Co Common 651290108 28,473 703,046 SH   SOLE   703,046 0 0
QEP Resources Inc Common 74733V100 82,443 4,478,159 SH   SOLE   4,478,159 0 0
Rice Energy Inc Common 762760106 44,659 2,091,777 SH   SOLE   2,091,777 0 0
WPX Energy Inc Common 98212B103 80,996 5,559,095 SH   SOLE   5,559,095 0 0
WPX Energy Inc Common 98212B903 3,825 262,500 SH Call SOLE   262,500 0 0
WPX Energy Inc Common 98212B903 729 50,000 SH Call SOLE   50,000 0 0