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
ACADIA RLTY TR COM SH BEN INT 004239109 1,103 40,311 SH   SOLE   40,311 0 0
ADVANTAGE OIL & GAS LTD COM 00765F101 3,644 848,100 SH   SOLE   848,100 0 0
AECOM COM 00766T100 54,805 1,475,227 SH   SOLE   1,475,227 0 0
AGRIUM INC COM 008916108 1,035 9,000 SH   SOLE   9,000 0 0
AIR PRODS & CHEMS INC COM 009158106 176,832 1,077,723 SH   SOLE   1,077,723 0 0
AK STL HLDG CORP COM 001547108 2,253 398,076 SH   SOLE   398,076 0 0
ALTICE USA INC CL A 02156K103 3,928 185,000 SH   SOLE   185,000 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 16,347 1,273,160 SH   SOLE   1,273,160 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 18,830 205,816 SH   SOLE   205,816 0 0
ANDEAVOR COM 03349M105 15,788 138,076 SH   SOLE   138,076 0 0
APTIV PLC SHS G6095L109 2,066 24,355 SH   SOLE   24,355 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 134,158 1,884,222 SH   SOLE   1,884,222 0 0
ATMOS ENERGY CORP COM 049560105 34,965 407,081 SH   SOLE   407,081 0 0
AVANGRID INC COM 05351W103 241 4,756 SH   SOLE   4,756 0 0
BADGER DAYLIGHTING LTD CMN COM 05651W209 108 5,000 SH   SOLE   5,000 0 0
BAKER HUGHES A GE CO CL A 05722G100 5,695 180,000 SH   SOLE   180,000 0 0
BAYTEX ENERGY CORP COM 07317Q105 27,814 9,267,300 SH   SOLE   9,267,300 0 0
BERRY GLOBAL GROUP INC COM 08579W103 223,867 3,815,703 SH   SOLE   3,815,703 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 29,990 652,110 SH   SOLE   652,110 0 0
BLACK HILLS CORP COM 092113109 1,019 16,944 SH   SOLE   16,944 0 0
BUNGE LIMITED COM G16962105 13,375 199,394 SH   SOLE   199,394 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 111,168 1,247,824 SH   SOLE   1,247,824 0 0
CABOT OIL & GAS CORP COM 127097103 135,232 4,728,411 SH   SOLE   4,728,411 0 0
CALLON PETE CO DEL COM 13123X102 59,356 4,885,260 SH   SOLE   4,885,260 0 0
CELADON GROUP INC COM 150838100 7,622 1,190,950 SH   SOLE   1,190,950 0 0
CELANESE CORP DEL COM SER A 150870103 5,014 46,824 SH   SOLE   46,824 0 0
CENOVUS ENERGY INC COM 15135U109 17,804 1,950,000 SH   SOLE   1,950,000 0 0
CLEARBRIDGE ENERGY MLP FD IN COM 184692101 179 11,700 SH   SOLE   11,700 0 0
CLEVELAND CLIFFS INC COM 185899101 27,071 3,754,600 SH   SOLE   3,754,600 0 0
CMS ENERGY CORP COM 125896100 9,252 195,600 SH   SOLE   195,600 0 0
COMMERCIAL METALS CO COM 201723103 14,809 694,591 SH   SOLE   694,591 0 0
CRESCENT PT ENERGY CORP COM 22576C101 5,715 750,000 SH   SOLE   750,000 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 6,433 108,227 SH   SOLE   108,227 0 0
DARLING INGREDIENTS INC COM 237266101 3,057 168,602 SH   SOLE   168,602 0 0
DELEK US HLDGS INC NEW COM 24665A103 817 23,372 SH   SOLE   23,372 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 376 7,160 SH   SOLE   7,160 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 2,789 150,000 SH Put SOLE   150,000 0 0
DOMINION ENERGY INC COM 25746U109 27,407 338,104 SH   SOLE   338,104 0 0
DOVER CORP COM 260003108 5,928 58,700 SH   SOLE   58,700 0 0
DOWDUPONT INC COM 26078J100 148,724 2,088,242 SH   SOLE   2,088,242 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 29,163 346,725 SH   SOLE   346,725 0 0
DYNEGY INC NEW DEL *W EXP 02/02/202 26817R157 2,093 176,593 SH   SOLE   176,593 0 0
DYNEGY INC NEW DEL UNIT 07/01/20191 26817R405 21,744 274,478 SH   SOLE   274,478 0 0
EASTMAN CHEM CO COM 277432100 4,979 53,742 SH   SOLE   53,742 0 0
EATON CORP PLC SHS G29183103 162,329 2,054,546 SH   SOLE   2,054,546 0 0
EDISON INTL COM 281020107 36,161 571,798 SH   SOLE   571,798 0 0
ENSCO PLC SHS CLASS A G3157S106 21,032 3,558,798 SH   SOLE   3,558,798 0 0
ENTERGY CORP NEW COM 29364G103 85,695 1,052,890 SH   SOLE   1,052,890 0 0
EP ENERGY CORP CL A 268785102 5,264 2,230,380 SH   SOLE   2,230,380 0 0
EVERSOURCE ENERGY COM 30040W108 255 4,034 SH   SOLE   4,034 0 0
EXELON CORP COM 30161N101 34,478 874,855 SH   SOLE   874,855 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,199 34,000 SH   SOLE   34,000 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 104,768 7,321,329 SH   SOLE   7,321,329 0 0
FERRO CORP COM 315405100 11,304 479,202 SH   SOLE   479,202 0 0
FIDUCIARY CLAYMORE MLP OPP F COM 31647Q106 1,216 92,445 SH   SOLE   92,445 0 0
FIRST SOLAR INC COM 336433107 12,356 183,000 SH   SOLE   183,000 0 0
FIRSTENERGY CORP COM 337932107 120,285 3,928,325 SH   SOLE   3,928,325 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 902 72,200 SH   SOLE   72,200 0 0
FORTIVE CORP COM 34959J108 20,659 285,536 SH   SOLE   285,536 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 477 14,946 SH   SOLE   14,946 0 0
GENERAL ELECTRIC CO COM 369604103 3,490 200,000 SH Call SOLE   200,000 0 0
GRAN TIERRA ENERGY INC COM 38500T101 65,471 24,248,157 SH   SOLE   24,248,157 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 18,415 2,442,252 SH   SOLE   2,442,252 0 0
HUB GROUP INC CL A 443320106 1,002 20,920 SH   SOLE   20,920 0 0
HUBBELL INC COM 443510607 7,836 57,900 SH   SOLE   57,900 0 0
HUNTSMAN CORP COM 447011107 15,037 451,700 SH   SOLE   451,700 0 0
IMPERIAL OIL LTD COM NEW 453038408 6,238 200,000 SH   SOLE   200,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 17,472 114,602 SH   SOLE   114,602 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 9,139 380,000 SH Put SOLE   380,000 0 0
JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 2,884 105,000 SH   SOLE   105,000 0 0
KAYNE ANDERSON ENERGY DEV CO COM 48660Q102 675 38,789 SH   SOLE   38,789 0 0
KAYNE ANDERSON MLP INVT CO COM 486606106 2,266 118,965 SH   SOLE   118,965 0 0
MARATHON PETE CORP COM 56585A102 20,784 315,000 SH   SOLE   315,000 0 0
MASTEC INC COM 576323109 25,343 517,750 SH   SOLE   517,750 0 0
MINDBODY INC COM CL A 60255W105 4,568 150,000 SH   SOLE   150,000 0 0
MRC GLOBAL INC COM 55345K103 24,348 1,439,029 SH   SOLE   1,439,029 0 0
NEXA RES S A COM L67359106 6,574 335,234 SH   SOLE   335,234 0 0
NISOURCE INC COM 65473P105 24,504 954,564 SH   SOLE   954,564 0 0
NOBLE CORP PLC SHS USD G65431101 16,976 3,755,699 SH   SOLE   3,755,699 0 0
NORTHWESTERN CORP COM NEW 668074305 869 14,562 SH   SOLE   14,562 0 0
NRG ENERGY INC COM NEW 629377508 270,150 9,485,601 SH   SOLE   9,485,601 0 0
NUCOR CORP COM 670346105 105,182 1,654,324 SH   SOLE   1,654,324 0 0
NUVEEN ENERGY MLP TOTL RTRNF COM 67074U103 876 76,914 SH   SOLE   76,914 0 0
OASIS PETE INC NEW COM 674215108 30,148 3,584,787 SH   SOLE   3,584,787 0 0
OBSIDIAN ENERGY LTD COM 674482104 2,108 1,700,000 SH   SOLE   1,700,000 0 0
OGE ENERGY CORP COM 670837103 805 24,474 SH   SOLE   24,474 0 0
OLIN CORP COM PAR $1 680665205 59,875 1,682,824 SH   SOLE   1,682,824 0 0
ORION ENGINEERED CARBONS S A COM L72967109 7,336 286,580 SH   SOLE   286,580 0 0
PARSLEY ENERGY INC CL A 701877102 26,496 900,000 SH   SOLE   900,000 0 0
PG&E CORP COM 69331C108 18,028 402,140 SH   SOLE   402,140 0 0
PHILLIPS 66 COM 718546104 21,682 214,353 SH   SOLE   214,353 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 3,085 311,000 SH   SOLE   311,000 0 0
POLYONE CORP COM 73179P106 204 4,700 SH Call SOLE   4,700 0 0
POLYONE CORP COM 73179P106 4,957 113,948 SH   SOLE   113,948 0 0
PPG INDS INC COM 693506107 4,999 42,794 SH   SOLE   42,794 0 0
PPL CORP COM 69351T106 49,335 1,594,023 SH   SOLE   1,594,023 0 0
PQ GROUP HLDGS INC COM 73943T103 13,355 811,845 SH   SOLE   811,845 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 22,178 430,631 SH   SOLE   430,631 0 0
QUANTA SVCS INC COM 74762E102 48,329 1,235,700 SH   SOLE   1,235,700 0 0
RANGER ENERGY SVCS INC COM CL A 75282U104 3,554 385,000 SH   SOLE   385,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 40,511 472,205 SH   SOLE   472,205 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 1,534 199,021 SH   SOLE   199,021 0 0
RYERSON HLDG CORP COM 783754104 16,162 1,554,007 SH   SOLE   1,554,007 0 0
SANDERSON FARMS INC COM 800013104 2,776 20,000 SH   SOLE   20,000 0 0
SCANA CORP NEW COM 80589M102 937 23,545 SH   SOLE   23,545 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 11,606 636,300 SH   SOLE   636,300 0 0
SOUTHERN CO COM 842587107 70,674 1,469,630 SH   SOLE   1,469,630 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 7,500 93,189 SH   SOLE   93,189 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 413,633 1,550,000 SH Call SOLE   1,550,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 413,366 1,549,000 SH Put SOLE   1,549,000 0 0
SRC ENERGY INC COM 78470V108 2,671 313,084 SH   SOLE   313,084 0 0
STANTEC INC COM 85472N109 56,238 2,011,411 SH   SOLE   2,011,411 0 0
STURM RUGER & CO INC COM 864159108 1,016 18,200 SH   SOLE   18,200 0 0
SUMMIT MATLS INC CL A 86614U100 30,609 973,592 SH   SOLE   973,592 0 0
TE CONNECTIVITY LTD REG SHS H84989104 23,304 245,200 SH   SOLE   245,200 0 0
TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UN Y8565J101 25,888 10,969,207 SH   SOLE   10,969,207 0 0
TENARIS S A SPONSORED ADR 88031M109 113,508 3,562,689 SH   SOLE   3,562,689 0 0
TIMKEN CO COM 887389104 8,267 168,197 SH   SOLE   168,197 0 0
TIMKENSTEEL CORP COM 887399103 3,472 228,577 SH   SOLE   228,577 0 0
TORTOISE ENERGY INFRA CORP COM 89147L100 2,682 92,219 SH   SOLE   92,219 0 0
TORTOISE MLP FD INC COM 89148B101 1,020 58,078 SH   SOLE   58,078 0 0
TRANSOCEAN LTD REG SHS H8817H100 8,843 828,000 SH   SOLE   828,000 0 0
TRINITY INDS INC COM 896522109 5,597 149,400 SH   SOLE   149,400 0 0
TRONOX LTD SHS CL A Q9235V101 24,707 1,204,647 SH   SOLE   1,204,647 0 0
TURQUOISE HILL RES LTD COM 900435108 1,715 500,000 SH   SOLE   500,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 100,547 843,875 SH   SOLE   843,875 0 0
VALE S A ADR 91912E105 19,936 1,630,100 SH   SOLE   1,630,100 0 0
VENATOR MATLS PLC SHS G9329Z100 48,734 2,203,174 SH   SOLE   2,203,174 0 0
VISTRA ENERGY CORP COM 92840M102 80,539 4,396,233 SH   SOLE   4,396,233 0 0
WABTEC CORP COM 929740108 106,400 1,306,647 SH   SOLE   1,306,647 0 0
WARRIOR MET COAL INC COM 93627C101 26,273 1,044,655 SH   SOLE   1,044,655 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 1,126 270,000 SH   SOLE   270,000 0 0
WESTAR ENERGY INC COM 95709T100 23,636 447,647 SH   SOLE   447,647 0 0
WESTLAKE CHEM CORP COM 960413102 5,408 50,766 SH   SOLE   50,766 0 0
YRC WORLDWIDE INC COM PAR $.01 984249607 1,692 117,665 SH   SOLE   117,665 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 5,696 359,400 SH   SOLE   359,400 0 0