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 121,599 6,303,713 SH   SOLE N/A 6,303,713 0 0
ALLERGAN PLC SHS G0177J108 46,875 150,000 SH   SOLE N/A 150,000 0 0
ALLSTATE CORP COM 020002101 181,364 2,920,987 SH   SOLE N/A 2,920,987 0 0
ALPHABET INC CAP STK CL C 02079K107 406,874 536,150 SH   SOLE N/A 536,150 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 71,406 5,925,778 SH   SOLE N/A 5,925,778 0 0
ANTERO RES CORP COM 03674X106 12,153 557,465 SH   SOLE N/A 557,465 0 0
APPLE INC COM 037833100 133,049 1,264,000 SH   SOLE N/A 1,264,000 0 0
CABOT OIL & GAS CORP COM 127097103 24,562 1,388,466 SH   SOLE N/A 1,388,466 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 54,239 1,391,088 SH   SOLE N/A 1,391,088 0 0
CLEARBRIDGE ENERGY MLP FD IN COM 184692101 1,189 78,328 SH   SOLE N/A 78,328 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 26,530 1,000,000 SH   SOLE N/A 1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 371,224 7,323,415 SH   SOLE N/A 7,323,415 0 0
EAGLE MATERIALS INC COM 26969P108 13,000 215,133 SH   SOLE N/A 215,133 0 0
EASTMAN CHEM CO COM 277432100 47,279 700,333 SH   SOLE N/A 700,333 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 173,476 5,143,082 SH   SOLE N/A 5,143,082 0 0
EQT CORP COM 26884L109 16,672 319,823 SH   SOLE N/A 319,823 0 0
FREEPORT-MCMORAN INC CL B 35671D857 24,084 3,557,460 SH   SOLE N/A 3,557,460 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V118 4,632 190,011 SH   SOLE N/A 190,011 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 3,109 190,011 SH   SOLE N/A 190,011 0 0
GENERAL MTRS CO COM 37045V100 428,026 12,585,294 SH   SOLE N/A 12,585,294 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 69,883 2,139,050 SH   SOLE N/A 2,139,050 0 0
HCA HOLDINGS INC COM 40412C101 306,842 4,537,063 SH   SOLE N/A 4,537,063 0 0
HD SUPPLY HLDGS INC COM 40416M105 96,144 3,201,595 SH   SOLE N/A 3,201,595 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 55,642 3,660,641 SH   SOLE N/A 3,660,641 0 0
HUNTSMAN CORP COM 447011107 91,391 8,037,950 SH   SOLE N/A 8,037,950 0 0
INGERSOLL-RAND PLC SHS G47791101 57,721 1,043,967 SH   SOLE N/A 1,043,967 0 0
KAYNE ANDERSON MLP INVT CO COM 486606106 17,464 1,010,040 SH   SOLE N/A 1,010,040 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 90 1,500,000 SH   SOLE N/A 1,500,000 0 0
KINDER MORGAN INC DEL COM 49456B101 140,924 9,445,321 SH   SOLE N/A 9,445,321 0 0
MYLAN N V SHS EURO N59465109 46,162 853,749 SH   SOLE N/A 853,749 0 0
NRG YIELD INC CL A NEW 62942X306 921 66,190 SH   SOLE N/A 66,190 0 0
NRG YIELD INC CL C 62942X405 767 51,989 SH   SOLE N/A 51,989 0 0
NXP SEMICONDUCTORS N V COM N6596X109 67,400 800,000 SH   SOLE N/A 800,000 0 0
OWENS CORNING NEW COM 690742101 158,008 3,359,738 SH   SOLE N/A 3,359,738 0 0
PFIZER INC COM 717081103 77,867 2,412,250 SH   SOLE N/A 2,412,250 0 0
PPG INDS INC COM 693506107 74,229 751,154 SH   SOLE N/A 751,154 0 0
PRICELINE GRP INC COM NEW 741503403 140,257 110,010 SH   SOLE N/A 110,010 0 0
RANGE RES CORP COM 75281A109 39,535 1,606,452 SH   SOLE N/A 1,606,452 0 0
SOUTHWEST AIRLS CO COM 844741108 184,834 4,292,484 SH   SOLE N/A 4,292,484 0 0
SOUTHWESTERN ENERGY CO COM 845467109 31,168 4,383,752 SH   SOLE N/A 4,383,752 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,660 22,854 SH   SOLE N/A 22,854 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 611,670 3,000,000 SH Call SOLE N/A 3,000,000 0 0
TEEKAY LNG PARTNERS L P PRTNRSP UNITS Y8564M105 3,288 250,000 SH   SOLE N/A 250,000 0 0
TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UN Y8565J101 6,480 1,000,000 SH   SOLE N/A 1,000,000 0 0
TERRAFORM PWR INC CL A COM 88104R100 95,608 7,600,000 SH   SOLE N/A 7,600,000 0 0
TORTOISE ENERGY INFRSTRCTR C COM 89147L100 1,310 47,105 SH   SOLE N/A 47,105 0 0
TRIUMPH GROUP INC NEW COM 896818101 35,658 897,061 SH   SOLE N/A 897,061 0 0
UNITED CONTL HLDGS INC COM 910047109 34,436 600,985 SH   SOLE N/A 600,985 0 0
UNITED RENTALS INC COM 911363109 55,569 766,046 SH   SOLE N/A 766,046 0 0
WHIRLPOOL CORP COM 963320106 237,181 1,614,903 SH   SOLE N/A 1,614,903 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 66,065 2,372,159 SH   SOLE N/A 2,372,159 0 0
WMIH CORP COM 92936P100 43,777 16,902,465 SH   SOLE N/A 16,902,465 0 0