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
ENCANA CORP Common Stock 292505104 30,495 6,629,525 SH   SOLE   0 0 0
CABOT OIL & GAS CORP Common Stock 127097103 26,392 1,502,085 SH   SOLE   0 0 0
EOG RESOURCES INC Common Stock 26875P101 25,315 341,075 SH   SOLE   0 0 0
MARATHON OIL CORP Common Stock 565849106 25,060 2,042,344 SH   SOLE   0 0 0
MURPHY OIL CORP Common Stock 626717102 24,284 1,098,314 SH   SOLE   0 0 0
DEVON ENERGY CORP Common Stock 25179M103 21,483 892,897 SH   SOLE   0 0 0
CONOCOPHILLIPS Common Stock 20825C104 20,863 366,154 SH   SOLE   0 0 0
CNX RESOURCES CORP Common Stock 12653C108 14,371 1,979,439 SH   SOLE   0 0 0
CANADIAN NATURAL RESOURCES Common Stock 136385101 13,678 513,798 SH   SOLE   0 0 0
CONTINENTAL RESOURCES INC/OK Common Stock 212015101 12,593 408,986 SH   SOLE   0 0 0
MAGNOLIA OIL & GAS CORP - A Common Stock 559663109 12,077 1,088,041 SH   SOLE   0 0 0
BERRY PETROLEUM CORP Common Stock 08579X101 11,168 1,193,181 SH   SOLE   0 0 0
PAREX RESOURCES INC Common Stock 69946Q104 10,831 706,464 SH   SOLE   0 0 0
TALOS ENERGY INC Common Stock 87484T108 8,699 427,901 SH   SOLE   0 0 0
COMSTOCK RESOURCES INC Common Stock 205768302 6,860 880,570 SH   SOLE   0 0 0
IMPERIAL OIL LTD Common Stock 453038408 6,538 250,908 SH   SOLE   0 0 0
RANGE RESOURCES CORP Common Stock 75281A109 6,184 1,618,965 SH   SOLE   0 0 0
SUNCOR ENERGY INC Common Stock 867224107 5,732 181,513 SH   SOLE   0 0 0
CENOVUS ENERGY INC Common Stock 15135U109 5,631 599,888 SH   SOLE   0 0 0
PDC ENERGY INC Common Stock 69327R101 5,578 201,000 SH   SOLE   0 0 0
CIMAREX ENERGY CO Common Stock 171798101 5,369 112,000 SH   SOLE   0 0 0
CONCHO RESOURCES INC Common Stock 20605P101 5,093 75,000 SH   SOLE   0 0 0
BAYTEX ENERGY CORP Common Stock 07317Q105 4,301 2,905,382 SH   SOLE   0 0 0
PENN VIRGINIA CORP Common Stock 70788V102 4,279 147,202 SH   SOLE   0 0 0
BONANZA CREEK ENERGY INC Common Stock 097793400 4,166 186,062 SH   SOLE   0 0 0
CRESCENT POINT ENERGY CORP Common Stock 22576C101 3,431 802,659 SH   SOLE   0 0 0
LAREDO PETROLEUM INC Common Stock 516806106 3,157 1,310,131 SH   SOLE   0 0 0
HUSKY ENERGY INC Common Stock 448055103 3,095 439,684 SH   SOLE   0 0 0
GULFPORT ENERGY CORP Common Stock 402635304 2,294 846,405 SH   SOLE   0 0 0
VERMILION ENERGY INC Common Stock 923725105 1,671 100,244 SH   SOLE   0 0 0
TOURMALINE OIL CORP Common Stock 89156V106 1,053 106,353 SH   SOLE   0 0 0
PEYTO EXPLORATION & DEV CORP Common Stock 717046106 775 307,108 SH   SOLE   0 0 0