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
ABENGOA YIELD PLC ORD SHS G00349103 1,881 97,500 SH   SOLE   97,500 0 0
AECOM COM 00766T100 8,560 285,056 SH   SOLE   285,056 0 0
AGL RES INC COM 001204106 8,959 140,408 SH   SOLE   140,408 0 0
AIR PRODS & CHEMS INC COM 009158106 24,281 186,622 SH   SOLE   186,622 0 0
ALBEMARLE CORP COM 012653101 19,547 348,994 SH   SOLE   348,994 0 0
ALLIANT ENERGY CORP COM 018802108 12,621 202,096 SH   SOLE   202,096 0 0
AMEREN CORP COM 023608102 82,598 1,910,670 SH   SOLE   1,910,670 0 0
ANADARKO PETE CORP COM 032511107 27,101 557,858 SH   SOLE   557,858 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 1,795 425,287 SH   SOLE   425,287 0 0
ASHLAND INC NEW COM 044209104 65,043 633,329 SH   SOLE   633,329 0 0
ASHLAND INC NEW COM 044209104 5,186 50,500 SH Call SOLE   50,500 0 0
ATWOOD OCEANICS INC COM 050095108 5,672 554,463 SH   SOLE   554,463 0 0
BERRY PLASTICS GROUP INC COM 08579W103 11,006 304,206 SH   SOLE   304,206 0 0
BLACK HILLS CORP COM 092113109 24,391 525,339 SH   SOLE   525,339 0 0
BLACKROCK CR ALLCTN INC TR COM 092508100 259 20,990 SH   SOLE   20,990 0 0
BUNGE LIMITED COM G16962105 11,317 165,742 SH   SOLE   165,742 0 0
CABOT OIL & GAS CORP COM 127097103 2,179 123,200 SH   SOLE   123,200 0 0
CALPINE CORP COM NEW 131347304 112,321 7,762,378 SH   SOLE   7,762,378 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 316 5,000 SH   SOLE   5,000 0 0
CELANESE CORP DEL COM SER A 150870103 14,678 218,000 SH   SOLE   218,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 62,093 3,381,955 SH   SOLE   3,381,955 0 0
CHEMOURS CO COM 163851108 106 19,800 SH Call SOLE   19,800 0 0
CLIFFS NAT RES INC COM 18683K101 1,326 839,474 SH   SOLE   839,474 0 0
CONTINENTAL RESOURCES INC COM 212015101 23,205 1,009,803 SH   SOLE   1,009,803 0 0
CSX CORP COM 126408103 13,718 528,633 SH   SOLE   528,633 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 2,156 129,478 SH   SOLE   129,478 0 0
DARLING INGREDIENTS INC COM 237266101 1,008 95,833 SH   SOLE   95,833 0 0
DELEK US HLDGS INC COM 246647101 3,936 160,000 SH   SOLE   160,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 20,664 645,747 SH   SOLE   645,747 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 1,161 55,000 SH   SOLE   55,000 0 0
DOMINION RES INC VA NEW COM 25746U109 68,666 1,015,173 SH   SOLE   1,015,173 0 0
DOW CHEM CO COM 260543103 20,592 400,000 SH Call SOLE   400,000 0 0
DOW CHEM CO COM 260543103 54,990 1,068,189 SH   SOLE   1,068,189 0 0
DTE ENERGY CO COM 233331107 19,298 240,653 SH   SOLE   240,653 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 39,287 589,900 SH Call SOLE   589,900 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 202,748 2,840,004 SH   SOLE   2,840,004 0 0
DYNEGY INC NEW DEL COM 26817R108 73,955 5,519,055 SH   SOLE   5,519,055 0 0
EATON CORP PLC SHS G29183103 5,628 108,144 SH   SOLE   108,144 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 22,232 1,090,345 SH   SOLE   1,090,345 0 0
ENBRIDGE INC COM 29250N105 25,586 770,900 SH   SOLE   770,900 0 0
ENERSYS COM 29275Y102 2,013 36,000 SH   SOLE   36,000 0 0
ENSCO PLC SHS CLASS A G3157S106 13,949 906,381 SH   SOLE   906,381 0 0
ESCO TECHNOLOGIES INC COM 296315104 1,273 35,236 SH   SOLE   35,236 0 0
EXA CORP COM 300614500 209 18,015 SH   SOLE   18,015 0 0
EXELON CORP COM 30161N101 33,499 1,206,300 SH Call SOLE   1,206,300 0 0
EXELON CORP COM 30161N101 9,667 348,101 SH   SOLE   348,101 0 0
FERRO CORP COM 315405100 15,082 1,356,252 SH   SOLE   1,356,252 0 0
FIRSTENERGY CORP COM 337932107 238,790 7,525,685 SH   SOLE   7,525,685 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 9,104 640,246 SH   SOLE   640,246 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 13,848 877,000 SH   SOLE   877,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 13,222 132,760 SH   SOLE   132,760 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 3,784 200,000 SH   SOLE   200,000 0 0
HOLLYFRONTIER CORP COM 436106108 40,045 1,003,900 SH   SOLE   1,003,900 0 0
HONEYWELL INTL INC COM 438516106 50,710 489,616 SH   SOLE   489,616 0 0
HUNT J B TRANS SVCS INC COM 445658107 24,649 336,000 SH   SOLE   336,000 0 0
HUNTSMAN CORP COM 447011107 9,949 875,000 SH Call SOLE   875,000 0 0
HUNTSMAN CORP COM 447011107 5,298 466,000 SH   SOLE   466,000 0 0
IDEX CORP COM 45167R104 10,293 134,352 SH   SOLE   134,352 0 0
INGERSOLL-RAND PLC SHS G47791101 8,476 153,300 SH   SOLE   153,300 0 0
INGREDION INC COM 457187102 2,013 21,000 SH   SOLE   21,000 0 0
INVESCO DYNAMIC CR OPP FD COM 46132R104 356 33,772 SH   SOLE   33,772 0 0
ISHARES TR IBOXX HI YD ETF 464288513 64,545 801,000 SH   SOLE   801,000 0 0
ITC HLDGS CORP COM 465685105 4,867 124,000 SH   SOLE   124,000 0 0
ITT CORP NEW COM NEW 450911201 3,774 103,904 SH   SOLE   103,904 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 1,647 59,507 SH   SOLE   59,507 0 0
KBR INC COM 48242W106 17,556 1,037,616 SH   SOLE   1,037,616 0 0
LACLEDE GROUP INC COM 505597104 20,794 350,000 SH   SOLE   350,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 16,012 184,258 SH   SOLE   184,258 0 0
MARATHON PETE CORP COM 56585A102 36,280 699,849 SH   SOLE   699,849 0 0
METHANEX CORP COM 59151K108 7,262 220,000 SH Call SOLE   220,000 0 0
MOHAWK INDS INC COM 608190104 5,115 27,010 SH   SOLE   27,010 0 0
NEXTERA ENERGY INC COM 65339F101 15,625 150,403 SH   SOLE   150,403 0 0
NOBLE CORP PLC SHS USD G65431101 8,672 822,030 SH   SOLE   822,030 0 0
NRG YIELD INC CL A NEW 62942X306 13,638 980,479 SH   SOLE   980,479 0 0
NUVEEN CR STRATEGIES INCM FD COM SHS 67073D102 409 52,176 SH   SOLE   52,176 0 0
OGE ENERGY CORP COM 670837103 13,188 501,624 SH   SOLE   501,624 0 0
OLIN CORP COM PAR $1 680665205 6,916 400,708 SH   SOLE   400,708 0 0
ONEOK INC NEW COM 682680103 15,567 631,252 SH   SOLE   631,252 0 0
PBF ENERGY INC CL A 69318G106 8,282 225,000 SH   SOLE   225,000 0 0
PG&E CORP COM 69331C108 181,409 3,410,575 SH   SOLE   3,410,575 0 0
PIEDMONT NAT GAS INC COM 720186105 19,426 340,689 SH   SOLE   340,689 0 0
PIMCO DYNAMIC CR INCOME FD COM SHS 72202D106 851 47,219 SH   SOLE   47,219 0 0
POTASH CORP SASK INC COM 73755L107 3,424 200,000 SH Call SOLE   200,000 0 0
PPG INDS INC COM 693506107 41,969 424,693 SH   SOLE   424,693 0 0
PTC INC COM 69370C100 482 13,914 SH   SOLE   13,914 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 49,528 1,280,121 SH   SOLE   1,280,121 0 0
QUESTAR CORP COM 748356102 16,781 861,429 SH   SOLE   861,429 0 0
RIO TINTO PLC SPONSORED ADR 767204100 8,724 299,579 SH   SOLE   299,579 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 2,592 274,900 SH   SOLE   274,900 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 2,033 119,969 SH   SOLE   119,969 0 0
RYDER SYS INC COM 783549108 67,957 1,195,803 SH   SOLE   1,195,803 0 0
SEADRILL LIMITED SHS G7945E105 678 200,000 SH   SOLE   200,000 0 0
SHERWIN WILLIAMS CO COM 824348106 3,357 12,933 SH   SOLE   12,933 0 0
SOUTHWEST GAS CORP COM 844895102 451 8,169 SH   SOLE   8,169 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 6,700 221,700 SH   SOLE   221,700 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 727 48,600 SH   SOLE   48,600 0 0
STEEL DYNAMICS INC COM 858119100 22,264 1,245,904 SH   SOLE   1,245,904 0 0
SUMMIT MATLS INC CL A 86614U100 9,419 470,012 SH   SOLE   470,012 0 0
SWIFT TRANSN CO CL A 87074U101 52,120 3,771,352 SH   SOLE   3,771,352 0 0
SYNGENTA AG SPONSORED ADR 87160A100 1,504 19,100 SH   SOLE   19,100 0 0
TEEKAY CORPORATION COM Y8564W103 1,974 200,000 SH   SOLE   200,000 0 0
TEREX CORP NEW COM 880779103 1,952 105,613 SH   SOLE   105,613 0 0
TERRAFORM GLOBAL INC CL A 88104M101 19,614 3,508,771 SH   SOLE   3,508,771 0 0
TESORO CORP COM 881609101 10,325 97,990 SH   SOLE   97,990 0 0
TRANSALTA CORP COM 89346D107 62,830 17,748,456 SH   SOLE   17,748,456 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,937 156,491 SH   SOLE   156,491 0 0
TRANSOCEAN PARTNERS LLC COM UNIT RP LT Y8977Y100 3,503 396,696 SH   SOLE   396,696 0 0
TRINSEO S A SHS L9340P101 6,094 216,102 SH   SOLE   216,102 0 0
TRONOX LTD SHS CL A Q9235V101 431 110,317 SH   SOLE   110,317 0 0
TYCO INTL PLC SHS G91442106 510 16,000 SH   SOLE   16,000 0 0
UNION PAC CORP COM 907818108 28,967 370,428 SH   SOLE   370,428 0 0
UNITED RENTALS INC COM 911363109 6,870 94,700 SH   SOLE   94,700 0 0
UNITED RENTALS INC COM 911363109 1,814 25,000 SH Put SOLE   25,000 0 0
UNITED STATES STL CORP NEW COM 912909108 17,102 2,143,083 SH   SOLE   2,143,083 0 0
VALE S A ADR 91912E105 10,892 3,310,758 SH   SOLE   3,310,758 0 0
VALE S A ADR 91912E105 5,758 1,750,000 SH Put SOLE   1,750,000 0 0
VALE S A ADR REPSTG PFD 91912E204 1,505 590,000 SH   SOLE   590,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 41,687 589,552 SH   SOLE   589,552 0 0
WABCO HLDGS INC COM 92927K102 7,158 70,000 SH   SOLE   70,000 0 0
WABTEC CORP COM 929740108 22,901 322,000 SH   SOLE   322,000 0 0
WEC ENERGY GROUP INC COM 92939U106 6,283 122,457 SH   SOLE   122,457 0 0
WESTERN REFNG INC COM 959319104 17,796 499,600 SH   SOLE   499,600 0 0
WESTLAKE CHEM CORP COM 960413102 4,464 82,180 SH   SOLE   82,180 0 0
WILLIAMS COS INC DEL COM 969457100 27,694 1,077,600 SH   SOLE   1,077,600 0 0
XPO LOGISTICS INC COM 983793100 11,631 426,812 SH   SOLE   426,812 0 0