The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
AIR PRODS & CHEMS INC | COM | 009158106 | 8,395 | 62,050 | SH | SOLE | 62,050 | 0 | 0 | ||
ANADARKO PETE CORP | COM | 032511107 | 13,210 | 213,060 | SH | SOLE | 213,060 | 0 | 0 | ||
ANTERO RES CORP | COM | 03674X106 | 26,179 | 1,147,708 | SH | SOLE | 1,147,708 | 0 | 0 | ||
BAKER HUGHES INC | COM | 057224107 | 23,874 | 399,100 | SH | SOLE | 399,100 | 0 | 0 | ||
C&J ENERGY SVCS INC NEW | COM | 12674R100 | 6,387 | 187,570 | SH | SOLE | 187,570 | 0 | 0 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 32,406 | 1,355,346 | SH | SOLE | 1,355,346 | 0 | 0 | ||
CALLON PETE CO DEL | COM | 13123X102 | 33,968 | 2,581,140 | SH | SOLE | 2,581,140 | 0 | 0 | ||
CELANESE CORP DEL | COM SER A | 150870103 | 13,648 | 151,897 | SH | SOLE | 151,897 | 0 | 0 | ||
CHEMOURS CO | COM | 163851108 | 5,384 | 139,849 | SH | SOLE | 139,849 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167107 | 13,456 | 2,265,281 | SH | SOLE | 2,265,281 | 0 | 0 | ||
CIMAREX ENERGY CO | COM | 171798101 | 27,949 | 233,903 | SH | SOLE | 233,903 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825C104 | 30,492 | 611,435 | SH | SOLE | 611,435 | 0 | 0 | ||
CONTINENTAL RESOURCES INC | COM | 212015101 | 16,833 | 370,600 | SH | SOLE | 370,600 | 0 | 0 | ||
CORE LABORATORIES N V | COM | N22717107 | 5,106 | 44,200 | SH | SOLE | 44,200 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 13,576 | 325,398 | SH | SOLE | 325,398 | 0 | 0 | ||
DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 583 | 34,867 | SH | SOLE | 34,867 | 0 | 0 | ||
DOW CHEM CO | COM | 260543103 | 27,029 | 425,388 | SH | SOLE | 425,388 | 0 | 0 | ||
EASTMAN CHEM CO | COM | 277432100 | 10,310 | 127,594 | SH | SOLE | 127,594 | 0 | 0 | ||
ENERGEN CORP | COM | 29265N108 | 34,236 | 628,872 | SH | SOLE | 628,872 | 0 | 0 | ||
ENERPLUS CORP | COM | 292766102 | 17,310 | 2,149,229 | SH | SOLE | 2,149,229 | 0 | 0 | ||
F M C CORP | COM NEW | 302491303 | 1,990 | 28,600 | SH | SOLE | 28,600 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 13,298 | 270,231 | SH | SOLE | 270,231 | 0 | 0 | ||
INDEPENDENCE CONTRACT DRIL I | COM | 453415309 | 1,963 | 356,312 | SH | SOLE | 356,312 | 0 | 0 | ||
INGEVITY CORP | COM | 45688C107 | 5,342 | 87,795 | SH | SOLE | 87,795 | 0 | 0 | ||
KINDER MORGAN INC DEL | COM | 49456B101 | 27,405 | 1,260,600 | SH | SOLE | 1,260,600 | 0 | 0 | ||
KOSMOS ENERGY LTD | SHS | G5315B107 | 1,144 | 171,800 | SH | SOLE | 171,800 | 0 | 0 | ||
KRATON CORPORATION | COM | 50077C106 | 5,971 | 193,100 | SH | SOLE | 193,100 | 0 | 0 | ||
LAREDO PETROLEUM INC | COM | 516806106 | 20,541 | 1,406,947 | SH | SOLE | 1,406,947 | 0 | 0 | ||
MATADOR RES CO | COM | 576485205 | 8,310 | 349,300 | SH | SOLE | 349,300 | 0 | 0 | ||
NEWFIELD EXPL CO | COM | 651290108 | 18,944 | 513,235 | SH | SOLE | 513,235 | 0 | 0 | ||
NOW INC | COM | 67011P100 | 502 | 29,600 | SH | SOLE | 29,600 | 0 | 0 | ||
OASIS PETE INC NEW | COM | 674215108 | 12,998 | 911,528 | SH | SOLE | 911,528 | 0 | 0 | ||
OCEANEERING INTL INC | COM | 675232102 | 7,580 | 279,900 | SH | SOLE | 279,900 | 0 | 0 | ||
ONEOK INC NEW | COM | 682680103 | 6,265 | 113,003 | SH | SOLE | 113,003 | 0 | 0 | ||
PATTERSON UTI ENERGY INC | COM | 703481101 | 16,633 | 685,345 | SH | SOLE | 685,345 | 0 | 0 | ||
PEMBINA PIPELINE CORP | COM | 706327103 | 6,533 | 206,142 | SH | SOLE | 206,142 | 0 | 0 | ||
QEP RES INC | COM | 74733V100 | 25,330 | 1,992,895 | SH | SOLE | 1,992,895 | 0 | 0 | ||
RESOLUTE ENERGY CORP | COM NEW | 76116A306 | 4,719 | 116,800 | SH | SOLE | 116,800 | 0 | 0 | ||
RICE ENERGY INC | COM | 762760106 | 31,316 | 1,321,330 | SH | SOLE | 1,321,330 | 0 | 0 | ||
RPC INC | COM | 749660106 | 4,063 | 221,900 | SH | SOLE | 221,900 | 0 | 0 | ||
SRC ENERGY INC | COM | 78470V108 | 6,647 | 787,600 | SH | SOLE | 787,600 | 0 | 0 | ||
SUNCOR ENERGY INC NEW | COM | 867224107 | 9,984 | 324,686 | SH | SOLE | 324,686 | 0 | 0 | ||
SUPERIOR ENERGY SVCS INC | COM | 868157108 | 3,982 | 279,255 | SH | SOLE | 279,255 | 0 | 0 | ||
TARGA RES CORP | COM | 87612G101 | 11,163 | 186,356 | SH | SOLE | 186,356 | 0 | 0 | ||
TENARIS S A | SPONSORED ADR | 88031M109 | 34,888 | 1,021,900 | SH | SOLE | 1,021,900 | 0 | 0 | ||
TESORO CORP | COM | 881609101 | 19,398 | 239,300 | SH | SOLE | 239,300 | 0 | 0 | ||
TRANSCANADA CORP | COM | 89353D107 | 36,434 | 789,473 | SH | SOLE | 789,473 | 0 | 0 | ||
TRINSEO S A | SHS | L9340P101 | 3,415 | 50,901 | SH | SOLE | 50,901 | 0 | 0 | ||
U S SILICA HLDGS INC | COM | 90346E103 | 9,872 | 205,713 | SH | SOLE | 205,713 | 0 | 0 | ||
VALERO ENERGY CORP NEW | COM | 91913Y100 | 16,703 | 251,964 | SH | SOLE | 251,964 | 0 | 0 | ||
WPX ENERGY INC | COM | 98212B103 | 11,873 | 886,700 | SH | SOLE | 886,700 | 0 | 0 |