|
National Oilwell Varco, Inc.
|
637071101
|
Common Stocks
|
76,050
|
$5,380,538.00
|
4.51 %
|
|
Continental Resources, Inc.
|
212015101
|
Common Stocks
|
59,650
|
$5,185,375.00
|
4.36 %
|
|
Schlumberger Limited
|
806857108
|
Common Stocks
|
65,199
|
$4,882,753.00
|
4.10 %
|
|
Cameron International Corporation
|
13342B105
|
Common Stocks
|
72,200
|
$4,707,440.00
|
3.95 %
|
|
Anadarko Petroleum Corporation
|
032511107
|
Common Stocks
|
51,175
|
$4,475,254.00
|
3.76 %
|
|
Core Laboratories N.V.
|
N22717107
|
Common Stocks
|
30,700
|
$4,234,144.00
|
3.56 %
|
|
Cabot Oil & Gas Corporation
|
127097103
|
Common Stocks
|
61,000
|
$4,124,210.00
|
3.46 %
|
|
EOG Resources, Inc.
|
26875P101
|
Common Stocks
|
27,250
|
$3,489,908.00
|
2.93 %
|
|
Halliburton Company
|
406216101
|
Common Stocks
|
84,350
|
$3,408,584.00
|
2.86 %
|
|
Occidental Petroleum Corporation
|
674599105
|
Common Stocks
|
42,875
|
$3,360,114.00
|
2.82 %
|
|
Southwestern Energy Company
|
845467109
|
Common Stocks
|
89,950
|
$3,351,537.00
|
2.81 %
|
|
Fluor Corporation
|
343412102
|
Common Stocks
|
49,650
|
$3,293,285.00
|
2.76 %
|
|
Noble Energy, Inc.
|
655044105
|
Common Stocks
|
26,575
|
$3,073,665.00
|
2.58 %
|
|
Toyota Motor Credit Corporation 0.13 %, 6/28/2013
|
892332MN4
|
Short-Term Securities
|
2,750,000
|
$2,750,000.00
|
2.31 %
|
|
Dril-Quip, Inc.
|
262037104
|
Common Stocks
|
29,650
|
$2,584,591.00
|
2.17 %
|
|
Forum Energy Technologies, Inc.
|
34984V100
|
Common Stocks
|
87,350
|
$2,512,186.00
|
2.11 %
|
|
FMC Technologies, Inc.
|
30249U101
|
Common Stocks
|
44,600
|
$2,425,794.00
|
2.04 %
|
|
Transocean Inc.
|
H8817H100
|
Common Stocks
|
46,100
|
$2,395,356.00
|
2.00 %
|
|
Dresser-Rand Group Inc.
|
261608103
|
Common Stocks
|
37,500
|
$2,312,250.00
|
1.94 %
|
|
Exxon Mobil Corporation
|
30231G102
|
Common Stocks
|
24,700
|
$2,225,717.00
|
1.87 %
|
|
Helmerich & Payne, Inc.
|
423452101
|
Common Stocks
|
36,600
|
$2,221,620.00
|
1.87 %
|
|
El Paso Pipeline Partners, L.P.
|
283702108
|
Common Stocks
|
49,100
|
$2,153,526.00
|
1.82 %
|
|
Marathon Petroleum Corporation
|
56585A102
|
Common Stocks
|
21,700
|
$1,944,320.00
|
1.63 %
|
|
Gulfport Energy Corporation
|
402635304
|
Common Stocks
|
41,300
|
$1,892,779.00
|
1.59 %
|
|
Superior Energy Services, Inc.
|
868157108
|
Common Stocks
|
71,850
|
$1,865,945.00
|
1.57 %
|
|
Williams Companies, Inc. (The)
|
969457100
|
Common Stocks
|
49,650
|
$1,859,889.00
|
1.56 %
|
|
Bonanza Creek Energy, Inc.
|
097793103
|
Common Stocks
|
46,050
|
$1,780,754.00
|
1.50 %
|
|
MarkWest Energy Partners, L.P.
|
570759100
|
Common Stocks
|
28,900
|
$1,755,675.00
|
1.47 %
|
|
Enbridge Inc.
|
29250N105
|
Common Stocks
|
37,200
|
$1,731,288.00
|
1.45 %
|
|
Marathon Oil Corporation
|
565849106
|
Common Stocks
|
51,050
|
$1,721,406.00
|
1.45 %
|
|
Weatherford International Ltd.
|
H27013103
|
Common Stocks
|
137,700
|
$1,671,678.00
|
1.40 %
|
|
Targa Resources Corp.
|
87612G101
|
Common Stocks
|
24,250
|
$1,648,030.00
|
1.38 %
|
|
BHP Billiton Limited, ADR
|
088606108
|
Common Stocks
|
24,050
|
$1,645,742.00
|
1.38 %
|
|
Marathon Petroleum Corporation, LP
|
55336V100
|
Common Stocks
|
43,600
|
$1,632,820.00
|
1.37 %
|
|
Cobalt International Energy, Inc.
|
19075F106
|
Common Stocks
|
54,650
|
$1,541,130.00
|
1.29 %
|
|
Pioneer Natural Resources Company
|
723787107
|
Common Stocks
|
11,850
|
$1,472,363.00
|
1.24 %
|
|
Oasis Petroleum LLC
|
674215108
|
Common Stocks
|
36,800
|
$1,400,976.00
|
1.18 %
|
|
Basic Energy Services, Inc.
|
06985P100
|
Common Stocks
|
98,200
|
$1,342,394.00
|
1.13 %
|
|
CNOOC Limited, ADR
|
126132109
|
Common Stocks
|
6,850
|
$1,311,775.00
|
1.10 %
|
|
Suncor Energy Inc.
|
867224107
|
Common Stocks
|
42,900
|
$1,287,429.00
|
1.08 %
|
|
Kinder Morgan Management, LLC
|
49455U100
|
Common Stocks
|
13,888
|
$1,220,061.00
|
1.02 %
|
|
Regency Energy Partners LP
|
75885Y107
|
Common Stocks
|
47,750
|
$1,197,570.00
|
1.01 %
|
|
Kinder Morgan, Inc.
|
49456B101
|
Common Stocks
|
30,523
|
$1,180,630.00
|
0.99 %
|
|
Hess Corporation
|
42809H107
|
Common Stocks
|
16,500
|
$1,181,565.00
|
0.99 %
|
|
Ensco plc
|
G3157S106
|
Common Stocks
|
19,175
|
$1,150,500.00
|
0.97 %
|
|
Petroleum Development Corporation
|
69327R101
|
Common Stocks
|
22,900
|
$1,135,153.00
|
0.95 %
|
|
Concho Resources Inc.
|
20605P101
|
Common Stocks
|
11,500
|
$1,120,445.00
|
0.94 %
|
|
Seadrill Limited
|
G7945E105
|
Common Stocks
|
29,300
|
$1,090,253.00
|
0.92 %
|
|
Cameco Corporation
|
13321L108
|
Common Stocks
|
52,350
|
$1,087,833.00
|
0.91 %
|
|
Peabody Energy Corporation
|
704549104
|
Common Stocks
|
45,700
|
$966,555.00
|
0.81 %
|
|
Clean Energy Fuels Corp.
|
184499101
|
Common Stocks
|
55,550
|
$722,150.00
|
0.61 %
|
|
Energy Transfer Equity, L.P.
|
29273V100
|
Common Stocks
|
11,300
|
$660,824.00
|
0.56 %
|
|
Valero Energy Corporation
|
91913Y100
|
Common Stocks
|
13,050
|
$593,645.00
|
0.50 %
|
|
Canadian Natural Resources Limited
|
136385101
|
Common Stocks
|
18,200
|
$584,766.00
|
0.49 %
|
|
Chevron Corporation
|
166764100
|
Common Stocks
|
4,800
|
$570,336.00
|
0.48 %
|
|
Laredo Petroleum Holdings, Inc.
|
516806106
|
Common Stocks
|
25,900
|
$473,711.00
|
0.40 %
|