The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 39,394 | 537,808 | SH | SOLE | NA | 387,338 | 0 | 150,470 | |
| Cabot Oil - Gas | Common | 127097103 | 20,403 | 857,260 | SH | SOLE | NA | 590,520 | 0 | 266,740 | |
| Cimarex Energy | Common | 171798101 | 25,826 | 253,840 | SH | SOLE | NA | 173,570 | 0 | 80,270 | |
| Devon Energy Corp | Common | 25179M103 | 34,061 | 774,819 | SH | SOLE | NA | 539,499 | 0 | 235,320 | |
| Diamondback Energy Inc | Common | 25278X109 | 22,148 | 168,340 | SH | SOLE | NA | 117,880 | 0 | 50,460 | |
| EQT Corporation Com | Common | 26884L109 | 23,262 | 421,567 | SH | SOLE | NA | 287,277 | 0 | 134,290 | |
| Energen Corp | Common | 29265N108 | 13,911 | 191,027 | SH | SOLE | NA | 133,647 | 0 | 57,380 | |
| Forum Energy Technologies | Common | 34984V100 | 8,301 | 672,146 | SH | SOLE | NA | 406,644 | 0 | 265,502 | |
| Halliburton Co | Common | 406216101 | 20,592 | 457,000 | SH | SOLE | NA | 279,250 | 0 | 177,750 | |
| Hess Corporation | Common | 42809H107 | 18,973 | 283,646 | SH | SOLE | NA | 206,016 | 0 | 77,630 | |
| Kinder Morgan Inc Com | Common | 49456B101 | 18,256 | 1,033,160 | SH | SOLE | NA | 714,880 | 0 | 318,280 | |
| Marathon Oil Corp | Common | 565849106 | 15,310 | 733,940 | SH | SOLE | NA | 550,920 | 0 | 183,020 | |
| Nabors Industries Ltd | Common | G6359F103 | 12,187 | 1,901,230 | SH | SOLE | NA | 1,154,500 | 0 | 746,730 | |
| Newfield Exploration Co | Common | 651290108 | 23,566 | 779,052 | SH | SOLE | NA | 540,252 | 0 | 238,800 | |
| Noble Energy Inc | Common | 655044105 | 31,337 | 888,241 | SH | SOLE | NA | 628,411 | 0 | 259,830 | |
| Occidental Petroleum Corp | Common | 674599105 | 21,965 | 262,483 | SH | SOLE | NA | 176,323 | 0 | 86,160 | |
| Parsley Energy Inc | Common | 701877102 | 25,522 | 842,880 | SH | SOLE | NA | 579,410 | 0 | 263,470 | |
| Patterson-UTI Energy Inc Com | Common | 703481101 | 12,032 | 668,420 | SH | SOLE | NA | 403,400 | 0 | 265,020 | |
| Pioneer Natural Resources Co | Common | 723787107 | 19,428 | 102,662 | SH | SOLE | NA | 68,722 | 0 | 33,940 | |
| Plains GP Holdings LP Cl A | Common | 72651A207 | 16,390 | 685,480 | SH | SOLE | NA | 465,860 | 0 | 219,620 | |
| ProPetro Holding Corp | Common | 74347M108 | 10,620 | 677,280 | SH | SOLE | NA | 410,090 | 0 | 267,190 | |
| Range Resources Corp | Common | 75281A109 | 15,906 | 950,740 | SH | SOLE | NA | 656,430 | 0 | 294,310 | |
| Royal Dutch Shell Plc Class A | Common | 780259206 | 23,688 | 342,164 | SH | SOLE | NA | 306,554 | 0 | 35,610 | |
| Schlumberger LTD | Common | 806857108 | 13,386 | 199,695 | SH | SOLE | NA | 120,795 | 0 | 78,900 | |
| Suncor Energy Inc New | Common | 867224107 | 6,846 | 168,300 | SH | SOLE | NA | 0 | 0 | 168,300 | |
| Superior Energy Services Inc | Common | 868157108 | 17,273 | 1,773,440 | SH | SOLE | NA | 1,080,710 | 0 | 692,730 | |
| TechnipFMC | Common | G87110105 | 11,545 | 363,750 | SH | SOLE | NA | 220,620 | 0 | 143,130 | |
| Transocean Inc Switzerland | Common | H8817H100 | 11,534 | 858,220 | SH | SOLE | NA | 582,300 | 0 | 275,920 | |
| WPX Energy Inc | Common | 98212B103 | 28,383 | 1,574,200 | SH | SOLE | NA | 1,095,530 | 0 | 478,670 | |
| Weatherford International Plc Ord | Common | G48833100 | 11,272 | 3,426,113 | SH | SOLE | NA | 2,146,023 | 0 | 1,280,090 | |
| Williams Companies | Common | 969457100 | 3,373 | 124,410 | SH | SOLE | NA | 124,410 | 0 | 0 | |