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
ANTERO RES CORP COM 03674X106 4,412 1,548,000 SH   SOLE 1,548,000 0 0
BAYTEX ENERGY CORP COM 07317Q105 8,281 5,752,082 SH   SOLE 5,752,082 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 1,742 74,655 SH   SOLE 74,655 0 0
CABOT OIL & GAS CORP COM 127097103 17,222 989,219 SH   SOLE 989,219 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 1,501 166,200 SH   SOLE 166,200 0 0
CALLON PETE CO DEL COM 13123X102 17,589 3,641,600 SH   SOLE 3,641,600 0 0
CANADIAN NAT RES LTD COM 136385101 23,929 740,098 SH   SOLE 740,098 0 0
CENOVUS ENERGY INC COM 15135U109 15,257 1,501,388 SH   SOLE 1,501,388 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 9,722 2,104,385 SH   SOLE 2,104,385 0 0
CIMAREX ENERGY CO COM 171798101 10,488 199,800 SH   SOLE 199,800 0 0
CONOCOPHILLIPS COM 20825C104 10,749 165,300 SH   SOLE 165,300 0 0
CRESCENT PT ENERGY CORP COM 22576C101 11,253 2,524,600 SH   SOLE 2,524,600 0 0
DENBURY RES INC COM NEW 247916208 3,211 2,277,000 SH   SOLE 2,277,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 7,736 297,897 SH   SOLE 297,897 0 0
ENCANA CORP COM 292505104 28,922 6,166,663 SH   SOLE 6,166,663 0 0
ENERPLUS CORP COM 292766102 2,096 294,400 SH   SOLE 294,400 0 0
GULFPORT ENERGY CORP COM NEW 402635304 6,269 2,062,170 SH   SOLE 2,062,170 0 0
IMPERIAL OIL LTD COM NEW 453038408 25,153 951,208 SH   SOLE 951,208 0 0
KOSMOS ENERGY LTD COM 500688106 8,279 1,452,500 SH   SOLE 1,452,500 0 0
LAREDO PETROLEUM INC COM 516806106 9,237 3,218,300 SH   SOLE 3,218,300 0 0
MARATHON OIL CORP COM 565849106 10,107 744,244 SH   SOLE 744,244 0 0
OASIS PETE INC NEW COM 674215108 3,769 1,156,200 SH   SOLE 1,156,200 0 0
PDC ENERGY INC COM 69327R101 3,685 140,800 SH   SOLE 140,800 0 0
PENN VA CORP NEW COM 70788V102 5,875 193,571 SH   SOLE 193,571 0 0
QEP RES INC COM 74733V100 14,527 3,228,143 SH   SOLE 3,228,143 0 0
SM ENERGY CO COM 78454L100 9,343 831,200 SH   SOLE 831,200 0 0
TALOS ENERGY INC COM 87484T108 6,286 208,507 SH   SOLE 208,507 0 0
WHITING PETE CORP NEW COM NEW 966387409 1,273 173,500 SH   SOLE 173,500 0 0