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
AIR PRODS & CHEMS INC COM 009158106 12,588 92,000 SH   SOLE NONE 92,000 0 0
ALBEMARLE CORP COM 012653101 7,406 134,000 SH   SOLE NONE 134,000 0 0
AMERICAN ELEC PWR INC COM 025537101 12,492 235,838 SH   SOLE NONE 235,838 0 0
AXALTA COATING SYS LTD COM G0750C108 4,350 131,500 SH   SOLE NONE 131,500 0 0
BAKER HUGHES INC COM 057224107 2,499 40,500 SH   SOLE NONE 40,500 0 0
BAYTEX ENERGY CORP COM 07317Q105 4,682 301,000 SH   SOLE NONE 301,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 10,148 313,200 SH   SOLE NONE 313,200 0 0
BP PLC SPONSORED ADR 055622104 1,678 42,000 SH   SOLE NONE 42,000 0 0
CANADIAN NAT RES LTD COM 136385101 2,148 79,100 SH   SOLE NONE 79,100 0 0
CELANESE CORP DEL COM SER A 150870103 4,730 65,800 SH   SOLE NONE 65,800 0 0
CIMAREX ENERGY CO COM 171798101 12,289 111,400 SH   SOLE NONE 111,400 0 0
COBALT INTL ENERGY INC COM 19075F106 2,459 253,250 SH   SOLE NONE 253,250 0 0
CONCHO RES INC COM 20605P101 19,732 173,300 SH   SOLE NONE 173,300 0 0
DELEK US HLDGS INC COM 246647101 10,184 276,600 SH   SOLE NONE 276,600 0 0
DIAMONDBACK ENERGY INC COM 25278X109 8,699 115,400 SH   SOLE NONE 115,400 0 0
DOW CHEM CO COM 260543103 14,686 287,000 SH   SOLE NONE 287,000 0 0
DTE ENERGY CO COM 233331107 21,998 294,717 SH   SOLE NONE 294,717 0 0
EASTMAN CHEM CO COM 277432100 7,691 94,000 SH   SOLE NONE 94,000 0 0
EDISON INTL COM 281020107 5,886 105,900 SH   SOLE NONE 105,900 0 0
ENBRIDGE INC COM 29250N105 30,764 657,500 SH   SOLE NONE 657,500 0 0
ENCANA CORP COM 292505104 31,201 2,831,050 SH   SOLE NONE 2,831,050 0 0
ENERGEN CORP COM 29265N108 13,100 191,800 SH   SOLE NONE 191,800 0 0
ENI S P A SPONSORED ADR 26874R108 9,535 268,000 SH   SOLE NONE 268,000 0 0
EOG RES INC COM 26875P101 19,454 222,200 SH   SOLE NONE 222,200 0 0
EP ENERGY CORP CL A 268785102 9,103 715,100 SH   SOLE NONE 715,100 0 0
EQT CORP COM 26884L109 25,914 318,590 SH   SOLE NONE 318,590 0 0
EXELON CORP COM 30161N101 4,213 134,100 SH   SOLE NONE 134,100 0 0
EXTERRAN HLDGS INC COM 30225X103 13,974 428,000 SH   SOLE NONE 428,000 0 0
FERRO CORP COM 315405100 1,200 71,500 SH   SOLE NONE 71,500 0 0
FMC TECHNOLOGIES INC COM 30249U101 17,579 423,700 SH   SOLE NONE 423,700 0 0
GRACE W R & CO DEL NEW COM 38388F108 9,127 91,000 SH   SOLE NONE 91,000 0 0
GREAT PLAINS ENERGY INC COM 391164100 5,429 224,700 SH   SOLE NONE 224,700 0 0
GULFPORT ENERGY CORP COM NEW 402635304 16,426 408,100 SH   SOLE NONE 408,100 0 0
HALLIBURTON CO COM 406216101 14,235 330,500 SH   SOLE NONE 330,500 0 0
HESS CORP COM 42809H107 46,314 692,500 SH   SOLE NONE 692,500 0 0
HOLLYFRONTIER CORP COM 436106108 15,189 355,800 SH   SOLE NONE 355,800 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 11,025 106,500 SH   SOLE NONE 106,500 0 0
MARATHON OIL CORP COM 565849106 48,531 1,828,600 SH   SOLE NONE 1,828,600 0 0
MARATHON PETE CORP COM 56585A102 4,949 94,600 SH   SOLE NONE 94,600 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 985 51,900 SH   SOLE NONE 51,900 0 0
NABORS INDUSTRIES LTD SHS G6359F103 7,326 507,700 SH   SOLE NONE 507,700 0 0
NEWFIELD EXPL CO COM 651290108 45,536 1,260,687 SH   SOLE NONE 1,260,687 0 0
NEXTERA ENERGY INC COM 65339F101 1,500 15,300 SH   SOLE NONE 15,300 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 41,436 532,800 SH   SOLE NONE 532,800 0 0
OLIN CORP COM PAR $1 680665205 3,805 141,200 SH   SOLE NONE 141,200 0 0
PARSLEY ENERGY INC CL A 701877102 18,964 1,088,612 SH   SOLE NONE 1,088,612 0 0
PDC ENERGY INC COM 69327R101 14,247 265,600 SH   SOLE NONE 265,600 0 0
PG&E CORP COM 69331C108 5,887 119,900 SH   SOLE NONE 119,900 0 0
POLYONE CORP COM 73179P106 7,149 182,500 SH   SOLE NONE 182,500 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 1,247 37,600 SH   SOLE NONE 37,600 0 0
POTASH CORP SASK INC COM 73755L107 4,615 149,000 SH   SOLE NONE 149,000 0 0
RICE ENERGY INC COM 762760106 9,834 472,100 SH   SOLE NONE 472,100 0 0
RPM INTL INC COM 749685103 5,578 113,900 SH   SOLE NONE 113,900 0 0
RSP PERMIAN INC COM 74978Q105 13,642 485,300 SH   SOLE NONE 485,300 0 0
SCANA CORP NEW COM 80589M102 7,126 140,700 SH   SOLE NONE 140,700 0 0
SCHLUMBERGER LTD COM 806857108 34,941 405,400 SH   SOLE NONE 405,400 0 0
SEMGROUP CORP CL A 81663A105 17,700 222,700 SH   SOLE NONE 222,700 0 0
STATOIL ASA SPONSORED ADR 85771P102 3,983 222,500 SH   SOLE NONE 222,500 0 0
SUNCOR ENERGY INC NEW COM 867224107 7,406 269,100 SH   SOLE NONE 269,100 0 0
SYNERGY RES CORP COM 87164P103 2,462 215,400 SH   SOLE NONE 215,400 0 0
TRANSCANADA CORP COM 89353D107 23,781 585,450 SH   SOLE NONE 585,450 0 0
VALERO ENERGY CORP NEW COM 91913Y100 4,708 75,200 SH   SOLE NONE 75,200 0 0
WESTLAKE CHEM CORP COM 960413102 1,025 14,941 SH   SOLE NONE 14,941 0 0
WHITING PETE CORP NEW COM 966387102 34,494 1,026,600 SH   SOLE NONE 1,026,600 0 0
WILLIAMS COS INC DEL COM 969457100 8,563 149,200 SH   SOLE NONE 149,200 0 0