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
ALBEMARLE CORP COM 012653101 6,054 108,091 SH   SOLE 1,2 108,091 0 0
ANTERO RES CORP COM 03674X106 3,476 159,440 SH   SOLE 1,2 159,440 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 4,294 93,905 SH   SOLE 1,2 93,905 0 0
AVANGRID INC COM 05351W103 4,565 118,870 SH   SOLE 1,2 118,870 0 0
BERRY PLASTICS GROUP INC COM 08579W103 4,873 134,680 SH   SOLE 1,2 134,680 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 4,221 380,961 SH   SOLE 1,2 380,961 0 0
BUNGE LIMITED COM G16962105 5,104 74,752 SH   SOLE 1,2 74,752 0 0
CHESAPEAKE ENERGY CORP COM 165167107 6,374 1,416,340 SH   SOLE 1,2 1,416,340 0 0
CIMAREX ENERGY CO COM 171798101 4,164 46,591 SH   SOLE 1,2 46,591 0 0
CLEAN ENERGY FUELS CORP COM 184499101 2,121 589,294 SH   SOLE 1,2 589,294 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 2,151 467,570 SH   SOLE 1,2 467,570 0 0
CONCHO RES INC COM 20605P101 2,788 30,023 SH   SOLE 1,2 30,023 0 0
CONTINENTAL RESOURCES INC COM 212015101 3,509 152,680 SH   SOLE 1,2 152,680 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 2,270 26,480 SH   SOLE 1,2 26,480 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 2,501 118,545 SH   SOLE 1,2 118,545 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,278 63,948 SH   SOLE 1,2 63,948 0 0
ENERGEN CORP COM 29265N108 1,355 33,056 SH   SOLE 1,2 33,056 0 0
EP ENERGY CORP CL A 268785102 1,647 376,071 SH   SOLE 1,2 376,071 0 0
EURONAV NV ANTWERPEN SHS B38564108 603 44,010 SH   SOLE 1,2 44,010 0 0
FIRST SOLAR INC COM 336433107 1,120 16,970 SH   SOLE 1,2 16,970 0 0
GENERAL ELECTRIC CO COM 369604103 4,862 156,090 SH   SOLE 1,2 156,090 0 0
GRACE W R & CO DEL NEW COM 38388F108 7,926 79,582 SH   SOLE 1,2 79,582 0 0
GULFPORT ENERGY CORP COM NEW 402635304 7,477 304,299 SH   SOLE 1,2 304,299 0 0
HD SUPPLY HLDGS INC COM 40416M105 7,092 236,170 SH   SOLE 1,2 236,170 0 0
INSTALLED BLDG PRODS INC COM 45780R101 2,276 91,671 SH   SOLE 1,2 91,671 0 0
LINNCO LLC COM SHS LTD INT 535782106 471 461,719 SH   SOLE 1,2 461,719 0 0
LOWES COS INC COM 548661107 5,610 73,782 SH   SOLE 1,2 73,782 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 1,762 101,488 SH   SOLE 1,2 101,488 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 3,406 46,918 SH   SOLE 1,2 46,918 0 0
MAGNA INTL INC COM 559222401 1,460 35,991 SH   SOLE 1,2 35,991 0 0
NABORS INDUSTRIES LTD SHS G6359F103 1,449 170,290 SH   SOLE 1,2 170,290 0 0
NEWFIELD EXPL CO COM 651290108 7,985 245,245 SH   SOLE 1,2 245,245 0 0
NOBLE CORP PLC SHS USD G65431101 4,938 468,096 SH   SOLE 1,2 468,096 0 0
NOBLE ENERGY INC COM 655044105 9,131 277,297 SH   SOLE 1,2 277,297 0 0
OWENS CORNING NEW COM 690742101 5,654 120,216 SH   SOLE 1,2 120,216 0 0
PARSLEY ENERGY INC CL A 701877102 2,327 126,110 SH   SOLE 1,2 126,110 0 0
PATTERSON UTI ENERGY INC COM 703481101 5,685 376,985 SH   SOLE 1,2 376,985 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 3,377 152,897 SH   SOLE 1,2 152,897 0 0
PIONEER NAT RES CO COM 723787107 9,352 74,587 SH   SOLE 1,2 74,587 0 0
PPG INDS INC COM 693506107 4,220 42,707 SH   SOLE 1,2 42,707 0 0
QEP RES INC COM 74733V100 6,610 493,277 SH   SOLE 1,2 493,277 0 0
REPUBLIC SVCS INC COM 760759100 3,648 82,933 SH   SOLE 1,2 82,933 0 0
RICE ENERGY INC COM 762760106 3,570 327,550 SH   SOLE 1,2 327,550 0 0
RIO TINTO PLC SPONSORED ADR 767204100 4,262 146,370 SH   SOLE 1,2 146,370 0 0
RSP PERMIAN INC COM 74978Q105 3,365 137,970 SH   SOLE 1,2 137,970 0 0
SANCHEZ ENERGY CORP COM 79970Y105 1,268 294,308 SH   SOLE 1,2 294,308 0 0
SANDRIDGE ENERGY INC COM 80007P307 888 4,439,981 SH   SOLE 1,2 4,439,981 0 0
SCHLUMBERGER LTD COM 806857108 3,984 57,123 SH   SOLE 1,2 57,123 0 0
SEADRILL LIMITED SHS G7945E105 4,454 1,313,798 SH   SOLE 1,2 1,313,798 0 0
SEALED AIR CORP NEW COM 81211K100 4,781 107,196 SH   SOLE 1,2 107,196 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 2,780 52,447 SH   SOLE 1,2 52,447 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,827 65,323 SH   SOLE 1,2 65,323 0 0
SOLARCITY CORP COM 83416T100 1,376 26,969 SH   SOLE 1,2 26,969 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 7,555 250,000 SH Call SOLE 1,2 250,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 4,594 43,047 SH   SOLE 1,2 43,047 0 0
STEEL DYNAMICS INC COM 858119100 1,685 94,310 SH   SOLE 1,2 94,310 0 0
TRANSOCEAN LTD REG SHS H8817H100 4,918 397,218 SH   SOLE 1,2 397,218 0 0
U S SILICA HLDGS INC COM 90346E103 1,850 98,788 SH   SOLE 1,2 98,788 0 0
ULTRA PETROLEUM CORP COM 903914109 1,285 513,965 SH   SOLE 1,2 513,965 0 0
UNITED RENTALS INC COM 911363109 2,578 35,540 SH   SOLE 1,2 35,540 0 0
UNITED STATES STL CORP NEW COM 912909108 4,206 527,066 SH   SOLE 1,2 527,066 0 0
UNITED TECHNOLOGIES CORP COM 913017109 5,803 60,402 SH   SOLE 1,2 60,402 0 0
WASTE CONNECTIONS INC COM 941053100 2,239 39,761 SH   SOLE 1,2 39,761 0 0
WASTE MGMT INC DEL COM 94106L109 4,217 79,020 SH   SOLE 1,2 79,020 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 1,719 204,840 SH   SOLE 1,2 204,840 0 0
WHITING PETE CORP NEW COM 966387102 1,735 183,800 SH   SOLE 1,2 183,800 0 0
WPX ENERGY INC COM 98212B103 915 159,478 SH   SOLE 1,2 159,478 0 0
XPO LOGISTICS INC COM 983793100 3,110 114,138 SH   SOLE 1,2 114,138 0 0
XYLEM INC COM 98419M100 4,174 114,366 SH   SOLE 1,2 114,366 0 0