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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABENGOA YIELD PLCORD SHSG00349103121,5996,303,713SH SOLEN/A6,303,71300
ALLERGAN PLCSHSG0177J10846,875150,000SH SOLEN/A150,00000
ALLSTATE CORPCOM020002101181,3642,920,987SH SOLEN/A2,920,98700
ALPHABET INCCAP STK CL C02079K107406,874536,150SH SOLEN/A536,15000
ALPS ETF TRALERIAN MLP00162Q86671,4065,925,778SH SOLEN/A5,925,77800
ANTERO RES CORPCOM03674X10612,153557,465SH SOLEN/A557,46500
APPLE INCCOM037833100133,0491,264,000SH SOLEN/A1,264,00000
CABOT OIL & GAS CORPCOM12709710324,5621,388,466SH SOLEN/A1,388,46600
CHICAGO BRIDGE & IRON CO N VCOM16725010954,2391,391,088SH SOLEN/A1,391,08800
CLEARBRIDGE ENERGY MLP FD INCOM1846921011,18978,328SH SOLEN/A78,32800
COMMUNITY HEALTH SYS INC NEWCOM20366810826,5301,000,000SH SOLEN/A1,000,00000
DELTA AIR LINES INC DELCOM NEW247361702371,2247,323,415SH SOLEN/A7,323,41500
EAGLE MATERIALS INCCOM26969P10813,000215,133SH SOLEN/A215,13300
EASTMAN CHEM COCOM27743210047,279700,333SH SOLEN/A700,33300
ENERGY TRANSFER PRTNRS L PUNIT LTD PARTN29273R109173,4765,143,082SH SOLEN/A5,143,08200
EQT CORPCOM26884L10916,672319,823SH SOLEN/A319,82300
FREEPORT-MCMORAN INCCL B35671D85724,0843,557,460SH SOLEN/A3,557,46000
GENERAL MTRS CO*W EXP 07/10/20137045V1184,632190,011SH SOLEN/A190,01100
GENERAL MTRS CO*W EXP 07/10/20137045V1263,109190,011SH SOLEN/A190,01100
GENERAL MTRS COCOM37045V100428,02612,585,294SH SOLEN/A12,585,29400
GOODYEAR TIRE & RUBR COCOM38255010169,8832,139,050SH SOLEN/A2,139,05000
HCA HOLDINGS INCCOM40412C101306,8424,537,063SH SOLEN/A4,537,06300
HD SUPPLY HLDGS INCCOM40416M10596,1443,201,595SH SOLEN/A3,201,59500
HEWLETT PACKARD ENTERPRISE CCOM42824C10955,6423,660,641SH SOLEN/A3,660,64100
HUNTSMAN CORPCOM44701110791,3918,037,950SH SOLEN/A8,037,95000
INGERSOLL-RAND PLCSHSG4779110157,7211,043,967SH SOLEN/A1,043,96700
KAYNE ANDERSON MLP INVT COCOM48660610617,4641,010,040SH SOLEN/A1,010,04000
KINDER MORGAN INC DEL*W EXP 05/25/20149456B119901,500,000SH SOLEN/A1,500,00000
KINDER MORGAN INC DELCOM49456B101140,9249,445,321SH SOLEN/A9,445,32100
MYLAN N VSHS EURON5946510946,162853,749SH SOLEN/A853,74900
NRG YIELD INCCL A NEW62942X30692166,190SH SOLEN/A66,19000
NRG YIELD INCCL C62942X40576751,989SH SOLEN/A51,98900
NXP SEMICONDUCTORS N VCOMN6596X10967,400800,000SH SOLEN/A800,00000
OWENS CORNING NEWCOM690742101158,0083,359,738SH SOLEN/A3,359,73800
PFIZER INCCOM71708110377,8672,412,250SH SOLEN/A2,412,25000
PPG INDS INCCOM69350610774,229751,154SH SOLEN/A751,15400
PRICELINE GRP INCCOM NEW741503403140,257110,010SH SOLEN/A110,01000
RANGE RES CORPCOM75281A10939,5351,606,452SH SOLEN/A1,606,45200
SOUTHWEST AIRLS COCOM844741108184,8344,292,484SH SOLEN/A4,292,48400
SOUTHWESTERN ENERGY COCOM84546710931,1684,383,752SH SOLEN/A4,383,75200
SPDR S&P 500 ETF TRTR UNIT78462F1034,66022,854SH SOLEN/A22,85400
SPDR S&P 500 ETF TRTR UNIT78462F103611,6703,000,000SHCallSOLEN/A3,000,00000
TEEKAY LNG PARTNERS L PPRTNRSP UNITSY8564M1053,288250,000SH SOLEN/A250,00000
TEEKAY OFFSHORE PARTNERS L PPARTNERSHIP UNY8565J1016,4801,000,000SH SOLEN/A1,000,00000
TERRAFORM PWR INCCL A COM88104R10095,6087,600,000SH SOLEN/A7,600,00000
TORTOISE ENERGY INFRSTRCTR CCOM89147L1001,31047,105SH SOLEN/A47,10500
TRIUMPH GROUP INC NEWCOM89681810135,658897,061SH SOLEN/A897,06100
UNITED CONTL HLDGS INCCOM91004710934,436600,985SH SOLEN/A600,98500
UNITED RENTALS INCCOM91136310955,569766,046SH SOLEN/A766,04600
WHIRLPOOL CORPCOM963320106237,1811,614,903SH SOLEN/A1,614,90300
WILLIAMS PARTNERS L P NEWCOM UNIT LTD PAR96949L10566,0652,372,159SH SOLEN/A2,372,15900
WMIH CORPCOM92936P10043,77716,902,465SH SOLEN/A16,902,46500