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