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

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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
CENOVUS ENERGY INC COM 15135U109 7,412 3,670,008 SH   SOLE 3,670,008 0 0
CONOCOPHILLIPS COM 20825C104 9,658 313,578 SH   SOLE 313,578 0 0
CONTINENTAL RES INC COM 212015101 5,121 670,243 SH   SOLE 670,243 0 0
ENERPLUS CORP COM 292766102 3,104 2,108,292 SH   SOLE 2,108,292 0 0
EQT CORPORATION COM 26884L109 7,738 1,094,421 SH   SOLE 1,094,421 0 0
GEOPARK LTD USD SHS G38327105 2,385 337,294 SH   SOLE 337,294 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 10,220 2,554,892 SH   SOLE 2,554,892 0 0
MARATHON OIL CORP COM 565849106 1,615 491,000 SH   SOLE 491,000 0 0
NOBLE ENERGY INC COM 655044105 8,082 1,338,127 SH   SOLE 1,338,127 0 0