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 6,557 89,513 SH   SOLE   89,513 0 0
CALLON PETE CO DEL COM 13123X102 1,204 112,129 SH   SOLE   112,129 0 0
CANADIAN NAT RES LTD COM 136385101 6,463 136,211 SH   SOLE   136,211 0 0
CARRIZO OIL & GAS INC COM 144577103 1,650 59,254 SH   SOLE   59,254 0 0
CNX RESOURCES CORPORATION COM 12653C108 4,687 263,617 SH   SOLE   263,617 0 0
CONOCOPHILLIPS COM 20825C104 2,809 40,350 SH   SOLE   40,350 0 0
CRESCENT PT ENERGY CORP COM 22576C101 1,605 166,148 SH   SOLE   166,148 0 0
DELEK US HLDGS INC NEW COM 24665A103 230 4,589 SH   SOLE   4,589 0 0
DEVON ENERGY CORP NEW COM 25179M103 9,376 213,295 SH   SOLE   213,295 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,146 8,708 SH   SOLE   8,708 0 0
ENCANA CORP COM 292505104 5,019 384,561 SH   SOLE   384,561 0 0
ENERGEN CORP COM 29265N108 2,419 33,216 SH   SOLE   33,216 0 0
EQT CORP COM 26884L109 12,402 224,753 SH   SOLE   224,753 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 582 39,602 SH   SOLE   39,602 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 5,346 181,452 SH   SOLE   181,452 0 0
HESS CORP COM 42809H107 1,284 19,195 SH   SOLE   19,195 0 0
HOLLYFRONTIER CORP COM 436106108 201 2,943 SH   SOLE   2,943 0 0
KOSMOS ENERGY LTD SHS G5315B107 3,621 437,832 SH   SOLE   437,832 0 0
MARATHON OIL CORP COM 565849106 12,372 593,103 SH   SOLE   593,103 0 0
MARATHON PETE CORP COM 56585A102 221 3,151 SH   SOLE   3,151 0 0
OASIS PETE INC NEW COM 674215108 2,030 156,523 SH   SOLE   156,523 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 6,238 74,542 SH   SOLE   74,542 0 0
PARSLEY ENERGY INC CL A 701877102 6,377 210,592 SH   SOLE   210,592 0 0
PATTERSON UTI ENERGY INC COM 703481101 909 50,506 SH   SOLE   50,506 0 0
PDC ENERGY INC COM 69327R101 3,771 62,383 SH   SOLE   62,383 0 0
PENN VA CORP NEW COM 70788V102 438 5,154 SH   SOLE   5,154 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,761 53,143 SH   SOLE   53,143 0 0
SUNCOR ENERGY INC NEW COM 867224107 3,359 62,787 SH   SOLE   62,787 0 0
WHITING PETE CORP NEW COM NEW 966387409 937 17,780 SH   SOLE   17,780 0 0
WILDHORSE RESOURCE DEV CORP COM 96812T102 3,925 154,761 SH   SOLE   154,761 0 0
WPX ENERGY INC COM 98212B103 6,589 365,428 SH   SOLE   365,428 0 0