CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($) $ in Thousands		3 Months Ended
		Dec. 31, 2017	Dec. 31, 2016
Cash flows provided by (used in) operating activities:
Net income		$ 30,182	$ 18,275
Adjustment to reconcile net income to net cash provided by (used in) operating activities:
(Increase) decrease in the fair value of derivative instruments	[1]	(11,400)	(8,551)
Depreciation and amortization		8,050	6,873
Provision for losses on accounts receivable		311	31
Change in deferred taxes		(2,740)	3,941
Changes in operating assets and liabilities:
Increase in receivables		(96,193)	(76,845)
Increase in inventories		(11,886)	(16,248)
Increase in other assets		(12,411)	(3,294)
Increase in accounts payable		27,158	21,725
Decrease in customer credit balances		(14,294)	(22,805)
Increase in other current and long-term liabilities		19,987	11,392
Net cash used in operating activities		(63,236)	(65,506)
Cash flows provided by (used in) investing activities:
Capital expenditures		(3,604)	(4,521)
Proceeds from sales of fixed assets		88	34
Purchase of investments	[2]	(34,151)	(11,474)
Acquisitions		(224)	(5,835)
Net cash used in investing activities		(37,891)	(21,796)
Cash flows provided by (used in) financing activities:
Revolving credit facility borrowings		79,149
Term loan repayment		(2,500)	(8,700)
Distributions		(6,302)	(5,860)
Customer retainage payments		(539)
Net cash provided by (used in) financing activities		69,808	(14,560)
Net decrease in cash, cash equivalents, and restricted cash		(31,319)	(101,862)
Cash, cash equivalents, and restricted cash at beginning of period		52,708	139,188
Cash, cash equivalents, and restricted cash at end of period		$ 21,389	$ 37,326

[1] Represents the change in value of unrealized open positions and expired options.

[2] See Note 2 – Captive insurance collateral