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 |
ALBEMARLE CORP | COM | 012653101 | 7,881 | 140,710 | SH | SOLE | 140,710 | 0 | 0 | ||
ARCHROCK INC | COM | 03957W106 | 4,777 | 635,200 | SH | SOLE | 635,200 | 0 | 0 | ||
BAKER HUGHES INC | COM | 057224107 | 3,904 | 84,600 | SH | SOLE | 84,600 | 0 | 0 | ||
BAYTEX ENERGY CORP | COM | 07317Q105 | 9,576 | 2,956,700 | SH | SOLE | 2,956,700 | 0 | 0 | ||
BERRY PLASTICS GROUP INC | COM | 08579W103 | 5,525 | 152,700 | SH | SOLE | 152,700 | 0 | 0 | ||
BP PLC | SPONSORED ADR | 055622104 | 11,972 | 382,982 | SH | SOLE | 382,982 | 0 | 0 | ||
CALLON PETE CO DEL | COM | 13123X102 | 5,306 | 636,200 | SH | SOLE | 636,200 | 0 | 0 | ||
CANADIAN NAT RES LTD | COM | 136385101 | 35,362 | 1,619,900 | SH | SOLE | 1,619,900 | 0 | 0 | ||
CELANESE CORP DEL | COM SER A | 150870103 | 7,164 | 106,400 | SH | SOLE | 106,400 | 0 | 0 | ||
CHEMOURS CO | COM | 163851108 | 1,485 | 277,000 | SH | SOLE | 277,000 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 1,657 | 18,418 | SH | SOLE | 18,418 | 0 | 0 | ||
COLUMBIA PIPELINE GROUP INC | COM | 198280109 | 32,316 | 1,615,800 | SH | SOLE | 1,615,800 | 0 | 0 | ||
CONTINENTAL RESOURCES INC | COM | 212015101 | 6,315 | 274,800 | SH | SOLE | 274,800 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 16,288 | 509,000 | SH | SOLE | 509,000 | 0 | 0 | ||
EASTMAN CHEM CO | COM | 277432100 | 9,985 | 147,900 | SH | SOLE | 147,900 | 0 | 0 | ||
ENBRIDGE INC | COM | 29250N105 | 12,189 | 367,249 | SH | SOLE | 367,249 | 0 | 0 | ||
ENCANA CORP | COM | 292505104 | 4,479 | 880,350 | SH | SOLE | 880,350 | 0 | 0 | ||
ENERPLUS CORP | COM | 292766102 | 9,868 | 2,873,887 | SH | SOLE | 2,873,887 | 0 | 0 | ||
ENI S P A | SPONSORED ADR | 26874R108 | 9,816 | 329,400 | SH | SOLE | 329,400 | 0 | 0 | ||
EOG RES INC | COM | 26875P101 | 9,776 | 138,100 | SH | SOLE | 138,100 | 0 | 0 | ||
EP ENERGY CORP | CL A | 268785102 | 15,541 | 3,548,200 | SH | SOLE | 3,548,200 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 24,136 | 462,990 | SH | SOLE | 462,990 | 0 | 0 | ||
EXTERRAN CORP | COM | 30227H106 | 6,923 | 431,311 | SH | SOLE | 431,311 | 0 | 0 | ||
FAIRMOUNT SANTROL HLDGS INC | COM | 30555Q108 | 1,556 | 662,300 | SH | SOLE | 662,300 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 9,461 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
GULFPORT ENERGY CORP | COM NEW | 402635304 | 20,624 | 839,400 | SH | SOLE | 839,400 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 4,279 | 125,700 | SH | SOLE | 125,700 | 0 | 0 | ||
HESS CORP | COM | 42809H107 | 35,773 | 737,895 | SH | SOLE | 737,895 | 0 | 0 | ||
HOLLYFRONTIER CORP | COM | 436106108 | 2,429 | 60,900 | SH | SOLE | 60,900 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 7,691 | 88,500 | SH | SOLE | 88,500 | 0 | 0 | ||
MEMORIAL RESOURCE DEV CORP | COM | 58605Q109 | 20,336 | 1,259,200 | SH | SOLE | 1,259,200 | 0 | 0 | ||
NABORS INDUSTRIES LTD | SHS | G6359F103 | 26,909 | 3,162,100 | SH | SOLE | 3,162,100 | 0 | 0 | ||
NEWFIELD EXPL CO | COM | 651290108 | 35,008 | 1,075,187 | SH | SOLE | 1,075,187 | 0 | 0 | ||
OIL STS INTL INC | COM | 678026105 | 4,856 | 178,200 | SH | SOLE | 178,200 | 0 | 0 | ||
ORION ENGINEERED CARBONS S A | COM | L72967109 | 315 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
PARSLEY ENERGY INC | CL A | 701877102 | 32,625 | 1,768,312 | SH | SOLE | 1,768,312 | 0 | 0 | ||
PBF ENERGY INC | CL A | 69318G106 | 8,661 | 235,300 | SH | SOLE | 235,300 | 0 | 0 | ||
PDC ENERGY INC | COM | 69327R101 | 16,688 | 312,623 | SH | SOLE | 312,623 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 4,250 | 33,900 | SH | SOLE | 33,900 | 0 | 0 | ||
PPG INDS INC | COM | 693506107 | 11,868 | 120,100 | SH | SOLE | 120,100 | 0 | 0 | ||
QEP RES INC | COM | 74733V100 | 14,697 | 1,096,800 | SH | SOLE | 1,096,800 | 0 | 0 | ||
RICE ENERGY INC | COM | 762760106 | 26,357 | 2,418,100 | SH | SOLE | 2,418,100 | 0 | 0 | ||
RPC INC | COM | 749660106 | 1,574 | 131,700 | SH | SOLE | 131,700 | 0 | 0 | ||
RSP PERMIAN INC | COM | 74978Q105 | 13,914 | 570,500 | SH | SOLE | 570,500 | 0 | 0 | ||
SEALED AIR CORP NEW | COM | 81211K100 | 11,534 | 258,600 | SH | SOLE | 258,600 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 4,050 | 15,600 | SH | SOLE | 15,600 | 0 | 0 | ||
SM ENERGY CO | COM | 78454L100 | 31,520 | 1,603,247 | SH | SOLE | 1,603,247 | 0 | 0 | ||
STATOIL ASA | SPONSORED ADR | 85771P102 | 20,475 | 1,466,700 | SH | SOLE | 1,466,700 | 0 | 0 | ||
SUPERIOR ENERGY SVCS INC | COM | 868157108 | 8,798 | 653,160 | SH | SOLE | 653,160 | 0 | 0 | ||
TARGA RES CORP | COM | 87612G101 | 21,507 | 794,800 | SH | SOLE | 794,800 | 0 | 0 | ||
TENARIS S A | SPONSORED ADR | 88031M109 | 13,571 | 570,200 | SH | SOLE | 570,200 | 0 | 0 | ||
TRINSEO S A | SHS | L9340P101 | 5,032 | 178,437 | SH | SOLE | 178,437 | 0 | 0 | ||
U S SILICA HLDGS INC | COM | 90346E103 | 12,584 | 671,850 | SH | SOLE | 671,850 | 0 | 0 | ||
VALERO ENERGY CORP NEW | COM | 91913Y100 | 7,764 | 109,800 | SH | SOLE | 109,800 | 0 | 0 | ||
WEATHERFORD INTL PLC | ORD SHS | G48833100 | 16,605 | 1,979,100 | SH | SOLE | 1,979,100 | 0 | 0 | ||
WHITING PETE CORP NEW | COM | 966387102 | 29,947 | 3,172,300 | SH | SOLE | 3,172,300 | 0 | 0 |