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 Petroleum Common 032511107 35,277 778,058 SH   SOLE NA 596,738 0 181,320
Apache Corp Common 037411105 28,444 593,457 SH   SOLE NA 450,517 0 142,940
Cabot Oil - Gas Common 127097103 28,409 1,132,740 SH   SOLE NA 845,310 0 287,430
Cimarex Energy Common 171798101 30,186 321,090 SH   SOLE NA 242,500 0 78,590
Devon Energy Corp Common 25179M103 32,284 1,009,829 SH   SOLE NA 761,839 0 247,990
EQT Corporation Com Common 26884L109 32,551 555,569 SH   SOLE NA 415,859 0 139,710
Energen Corp Common 29265N108 20,878 422,890 SH   SOLE NA 319,470 0 103,420
Halliburton Co Common 406216101 28,231 661,000 SH   SOLE NA 467,560 0 193,440
Hess Corporation Common 42809H107 26,527 604,676 SH   SOLE NA 469,596 0 135,080
Kinder Morgan Inc Com Common 49456B101 25,833 1,348,280 SH   SOLE NA 1,018,900 0 329,380
Marathon Oil Corp Common 565849106 30,928 2,609,980 SH   SOLE NA 1,981,950 0 628,030
Nabors Industries Ltd Common G6359F103 22,015 2,704,490 SH   SOLE NA 1,912,130 0 792,360
Newfield Exploration Co Common 651290108 27,831 977,915 SH   SOLE NA 729,875 0 248,040
Noble Energy Inc Common 655044105 30,936 1,093,154 SH   SOLE NA 817,524 0 275,630
Occidental Petroleum Corp Common 674599105 23,028 384,636 SH   SOLE NA 289,696 0 94,940
Pioneer Natural Resources Co Common 723787107 20,993 131,550 SH   SOLE NA 96,030 0 35,520
ProPetro Holding Corp Common 74347M108 9,886 708,140 SH   SOLE NA 500,990 0 207,150
QEP Res Inc Common 74733V100 18,890 1,870,290 SH   SOLE NA 1,428,920 0 441,370
RPC Energy Services Common 749660106 14,303 707,710 SH   SOLE NA 487,320 0 220,390
Range Resources Corp Common 75281A109 28,183 1,216,357 SH   SOLE NA 913,317 0 303,040
Royal Dutch Shell Plc Class A Common 780259206 36,332 683,056 SH   SOLE NA 515,566 0 167,490
Schlumberger LTD Common 806857108 17,431 264,743 SH   SOLE NA 183,183 0 81,560
Superior Energy Services Inc Common 868157108 26,430 2,534,080 SH   SOLE NA 1,791,790 0 742,290
WPX Energy Inc Common 98212B103 20,129 2,083,700 SH   SOLE NA 1,545,420 0 538,280
Weatherford International Plc Ord Common G48833100 20,437 5,280,933 SH   SOLE NA 3,767,503 0 1,513,430
Williams Companies Common 969457100 3,767 124,410 SH   SOLE NA 124,410 0 0