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
ANADARKO PETE CORP COM 032511107 470 8,754 SH   OTR 2 0 8,754 0
ANADARKO PETE CORP COM 032511107 1,258 23,457 SH   OTR 4 0 23,457 0
ANADARKO PETE CORP COM 032511107 1,335 24,879 SH   SOLE   24,879 0 0
ANADARKO PETE CORP COM 032511107 1,819 33,910 SH   OTR 1 0 33,910 0
CABOT OIL & GAS CORP COM 127097103 1,545 54,015 SH   OTR 1 0 54,015 0
CABOT OIL & GAS CORP COM 127097103 399 13,945 SH   OTR 2 0 13,945 0
CABOT OIL & GAS CORP COM 127097103 1,035 36,198 SH   OTR 4 0 36,198 0
CABOT OIL & GAS CORP COM 127097103 1,133 39,627 SH   SOLE   39,627 0 0
CENOVUS ENERGY INC COM 15135U109 731 80,118 SH   OTR 1 0 80,118 0
CENOVUS ENERGY INC COM 15135U109 537 58,779 SH   SOLE   58,779 0 0
CENOVUS ENERGY INC COM 15135U109 189 20,683 SH   OTR 2 0 20,683 0
CENOVUS ENERGY INC COM 15135U109 506 55,420 SH   OTR 4 0 55,420 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 3,620 182,827 SH   OTR 1 0 182,827 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 935 47,198 SH   OTR 2 0 47,198 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 2,445 123,485 SH   OTR 4 0 123,485 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 2,656 134,131 SH   SOLE   134,131 0 0
CIMAREX ENERGY CO COM 171798101 1,195 9,795 SH   OTR 4 0 9,795 0
CIMAREX ENERGY CO COM 171798101 446 3,657 SH   OTR 2 0 3,657 0
CIMAREX ENERGY CO COM 171798101 1,728 14,160 SH   OTR 1 0 14,160 0
CIMAREX ENERGY CO COM 171798101 1,267 10,388 SH   SOLE   10,388 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,921 94,705 SH   OTR 1 0 94,705 0
DEVON ENERGY CORP NEW COM 25179M103 1,012 24,449 SH   OTR 2 0 24,449 0
DEVON ENERGY CORP NEW COM 25179M103 2,686 64,873 SH   OTR 4 0 64,873 0
DEVON ENERGY CORP NEW COM 25179M103 2,876 69,477 SH   SOLE   69,477 0 0
EOG RES INC COM 26875P101 2,725 25,248 SH   SOLE   25,248 0 0
EOG RES INC COM 26875P101 3,714 34,415 SH   OTR 1 0 34,415 0
EOG RES INC COM 26875P101 959 8,884 SH   OTR 2 0 8,884 0
EOG RES INC COM 26875P101 2,495 23,123 SH   OTR 4 0 23,123 0
HALLIBURTON CO COM 406216101 1,372 28,066 SH   OTR 2 0 28,066 0
HALLIBURTON CO COM 406216101 3,596 73,587 SH   OTR 4 0 73,587 0
HALLIBURTON CO COM 406216101 3,898 79,757 SH   SOLE   79,757 0 0
HALLIBURTON CO COM 406216101 5,313 108,711 SH   OTR 1 0 108,711 0
MARATHON OIL CORP COM 565849106 2,564 151,439 SH   OTR 1 0 151,439 0
MARATHON OIL CORP COM 565849106 662 39,095 SH   OTR 2 0 39,095 0
MARATHON OIL CORP COM 565849106 1,748 103,264 SH   OTR 4 0 103,264 0
MARATHON OIL CORP COM 565849106 1,881 111,102 SH   SOLE   111,102 0 0
MARATHON PETE CORP COM 56585A102 492 7,453 SH   OTR 1 0 7,453 0
MARATHON PETE CORP COM 56585A102 361 5,468 SH   SOLE   5,468 0 0
MARATHON PETE CORP COM 56585A102 127 1,924 SH   OTR 2 0 1,924 0
MARATHON PETE CORP COM 56585A102 340 5,155 SH   OTR 4 0 5,155 0
NEWFIELD EXPL CO COM 651290108 1,118 35,457 SH   OTR 1 0 35,457 0
NEWFIELD EXPL CO COM 651290108 289 9,155 SH   OTR 2 0 9,155 0
NEWFIELD EXPL CO COM 651290108 769 24,374 SH   OTR 4 0 24,374 0
NEWFIELD EXPL CO COM 651290108 820 26,014 SH   SOLE   26,014 0 0
PATTERSON UTI ENERGY INC COM 703481101 3,722 161,745 SH   OTR 4 0 161,745 0
PATTERSON UTI ENERGY INC COM 703481101 1,415 61,482 SH   OTR 2 0 61,482 0
PATTERSON UTI ENERGY INC COM 703481101 5,476 237,992 SH   OTR 1 0 237,992 0
PATTERSON UTI ENERGY INC COM 703481101 4,018 174,603 SH   SOLE   174,603 0 0
RSP PERMIAN INC COM 74978Q105 1,829 44,968 SH   OTR 1 0 44,968 0
RSP PERMIAN INC COM 74978Q105 472 11,609 SH   OTR 2 0 11,609 0
RSP PERMIAN INC COM 74978Q105 1,226 30,135 SH   OTR 4 0 30,135 0
RSP PERMIAN INC COM 74978Q105 1,342 32,990 SH   SOLE   32,990 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,082 29,456 SH   OTR 4 0 29,456 0
SUNCOR ENERGY INC NEW COM 867224107 1,176 32,023 SH   SOLE   32,023 0 0
SUNCOR ENERGY INC NEW COM 867224107 414 11,268 SH   OTR 2 0 11,268 0
SUNCOR ENERGY INC NEW COM 867224107 1,603 43,648 SH   OTR 1 0 43,648 0
TENARIS S A SPONSORED ADR 88031M109 1,404 44,078 SH   OTR 2 0 44,078 0
TENARIS S A SPONSORED ADR 88031M109 3,738 117,316 SH   OTR 4 0 117,316 0
TENARIS S A SPONSORED ADR 88031M109 3,991 125,265 SH   SOLE   125,265 0 0
TENARIS S A SPONSORED ADR 88031M109 5,440 170,742 SH   OTR 1 0 170,742 0
TOTAL S A SPONSORED ADR 89151E109 1,105 19,994 SH   SOLE   19,994 0 0
TOTAL S A SPONSORED ADR 89151E109 1,506 27,252 SH   OTR 1 0 27,252 0
TOTAL S A SPONSORED ADR 89151E109 389 7,036 SH   OTR 2 0 7,036 0
TOTAL S A SPONSORED ADR 89151E109 1,010 18,263 SH   OTR 4 0 18,263 0