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 10,399 628,351 SH   SOLE   628,351 0 0
AECOM COM 00766T100 26,516 963,887 SH   SOLE   963,887 0 0
AGL RES INC COM 001204106 80,762 1,323,104 SH   SOLE   1,323,104 0 0
AIR PRODS & CHEMS INC COM 009158106 4,870 38,174 SH   SOLE   38,174 0 0
ALBEMARLE CORP COM 012653101 26,974 611,644 SH   SOLE   611,644 0 0
ALLIANT ENERGY CORP COM 018802108 7,428 127,000 SH   SOLE   127,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 1,100 41,200 SH   SOLE   41,200 0 0
AMEREN CORP COM 023608102 64,607 1,528,436 SH   SOLE   1,528,436 0 0
ANADARKO PETE CORP COM 032511107 9,022 149,396 SH   SOLE   149,396 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 3,175 616,479 SH   SOLE   616,479 0 0
ASHLAND INC NEW COM 044209104 32,799 325,966 SH   SOLE   325,966 0 0
ASHLAND INC NEW COM 044209104 9,508 94,500 SH Call SOLE   94,500 0 0
AXALTA COATING SYS LTD COM G0750C108 2,437 96,188 SH   SOLE   96,188 0 0
AXIALL CORP COM 05463D100 2,097 133,640 SH   SOLE   133,640 0 0
BELDEN INC COM 077454106 289 6,183 SH   SOLE   6,183 0 0
BERRY PLASTICS GROUP INC COM 08579W103 5,743 191,000 SH   SOLE   191,000 0 0
BLACKROCK CORPOR HI YLD FD I COM 09255P107 1,193 120,827 SH   SOLE   120,827 0 0
BLACKROCK CR ALLCTN INC TR COM 092508100 1,595 131,053 SH   SOLE   131,053 0 0
BUNGE LIMITED COM G16962105 3,482 47,500 SH   SOLE   47,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 4,378 166,084 SH   SOLE   166,084 0 0
CALPINE CORP COM NEW 131347304 121,900 8,349,362 SH   SOLE   8,349,362 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 307 5,000 SH   SOLE   5,000 0 0
CANADIAN PAC RY LTD COM 13645T100 6,304 43,909 SH   SOLE   43,909 0 0
CANADIAN SOLAR INC COM 136635109 7,160 430,787 SH   SOLE   430,787 0 0
CATERPILLAR INC DEL COM 149123101 8,320 127,300 SH Call SOLE   127,300 0 0
CELANESE CORP DEL COM SER A 150870103 19,763 334,000 SH   SOLE   334,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 82,187 4,555,815 SH   SOLE   4,555,815 0 0
CF INDS HLDGS INC COM 125269100 1,485 33,083 SH   SOLE   33,083 0 0
CHEMOURS CO COM 163851108 128 19,800 SH Call SOLE   19,800 0 0
CHEMTURA CORP COM NEW 163893209 6,252 218,432 SH   SOLE   218,432 0 0
COLUMBIA PIPELINE GROUP INC COM 198280109 2,432 132,991 SH   SOLE   132,991 0 0
CONTINENTAL RESOURCES INC COM 212015101 7,895 272,540 SH   SOLE   272,540 0 0
CSX CORP COM 126408103 82,074 3,051,085 SH   SOLE   3,051,085 0 0
CYTEC INDS INC COM 232820100 391 5,300 SH   SOLE   5,300 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 5,371 335,915 SH   SOLE   335,915 0 0
DELEK US HLDGS INC COM 246647101 4,432 160,000 SH   SOLE   160,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 10,077 271,692 SH   SOLE   271,692 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 2,683 155,100 SH   SOLE   155,100 0 0
DOMINION RES INC VA NEW COM 25746U109 74,967 1,065,173 SH   SOLE   1,065,173 0 0
DOW CHEM CO COM 260543103 1,908 45,000 SH   SOLE   45,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 9,650 200,200 SH Call SOLE   200,200 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 229,647 3,192,205 SH   SOLE   3,192,205 0 0
DYNEGY INC NEW DEL COM 26817R108 99,382 4,808,040 SH   SOLE   4,808,040 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 10,079 514,245 SH   SOLE   514,245 0 0
ECOLAB INC COM 278865100 9,381 85,500 SH   SOLE   85,500 0 0
EL PASO ELEC CO COM NEW 283677854 8,208 222,917 SH   SOLE   222,917 0 0
ENBRIDGE INC COM 29250N105 37,275 1,003,900 SH   SOLE   1,003,900 0 0
ENSCO PLC SHS CLASS A G3157S106 1,436 102,000 SH   SOLE   102,000 0 0
ENTERGY CORP NEW COM 29364G103 65,909 1,012,419 SH   SOLE   1,012,419 0 0
ESCO TECHNOLOGIES INC COM 296315104 1,376 38,336 SH   SOLE   38,336 0 0
EXA CORP COM 300614500 186 18,015 SH   SOLE   18,015 0 0
EXELON CORP COM 30161N101 45,755 1,540,578 SH   SOLE   1,540,578 0 0
EXELON CORP COM 30161N101 35,827 1,206,300 SH Call SOLE   1,206,300 0 0
FERRO CORP COM 315405100 10,071 919,694 SH   SOLE   919,694 0 0
FIRSTENERGY CORP COM 337932107 228,159 7,287,085 SH   SOLE   7,287,085 0 0
FMC TECHNOLOGIES INC COM 30249U101 784 25,300 SH   SOLE   25,300 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 10,376 643,246 SH   SOLE   643,246 0 0
GENERAL ELECTRIC CO COM 369604103 6,821 270,446 SH   SOLE   270,446 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 20,808 746,325 SH   SOLE   746,325 0 0
GRACE W R & CO DEL NEW COM 38388F108 15,654 168,234 SH   SOLE   168,234 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 2,583 150,000 SH   SOLE   150,000 0 0
HOLLYFRONTIER CORP COM 436106108 29,006 593,900 SH   SOLE   593,900 0 0
HONEYWELL INTL INC COM 438516106 47,952 506,411 SH   SOLE   506,411 0 0
HUNT J B TRANS SVCS INC COM 445658107 10,602 148,483 SH   SOLE   148,483 0 0
HUNTSMAN CORP COM 447011107 969 100,000 SH Call SOLE   100,000 0 0
IDEX CORP COM 45167R104 20,272 284,324 SH   SOLE   284,324 0 0
INGERSOLL-RAND PLC SHS G47791101 7,047 138,797 SH   SOLE   138,797 0 0
INVESCO DYNAMIC CR OPP FD COM 46132R104 621 58,772 SH   SOLE   58,772 0 0
ISHARES TR IBOXX HI YD ETF 464288513 20,823 250,000 SH   SOLE   250,000 0 0
ISRAEL CHEMICALS LTD SHS M5920A109 1,287 251,327 SH   SOLE   251,327 0 0
ITT CORP NEW COM NEW 450911201 19,119 571,904 SH   SOLE   571,904 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 4,759 610,132 SH   SOLE   610,132 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 3,594 163,814 SH   SOLE   163,814 0 0
KBR INC COM 48242W106 4,921 295,400 SH   SOLE   295,400 0 0
LACLEDE GROUP INC COM 505597104 54,655 1,002,295 SH   SOLE   1,002,295 0 0
LIQTECH INTL INC COM 53632A102 411 423,846 SH   SOLE   423,846 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 7,573 90,844 SH   SOLE   90,844 0 0
MARATHON PETE CORP COM 56585A102 81,243 1,753,575 SH   SOLE   1,753,575 0 0
MASTEC INC COM 576323109 7,771 490,924 SH   SOLE   490,924 0 0
MONSANTO CO NEW COM 61166W101 6,559 76,862 SH   SOLE   76,862 0 0
NEW JERSEY RES COM 646025106 11,356 378,160 SH   SOLE   378,160 0 0
NEXTERA ENERGY INC COM 65339F101 134,419 1,377,951 SH   SOLE   1,377,951 0 0
NORFOLK SOUTHERN CORP COM 655844108 56,255 736,321 SH   SOLE   736,321 0 0
NORTHWESTERN CORP COM NEW 668074305 18,283 339,649 SH   SOLE   339,649 0 0
NRG YIELD INC CL A NEW 62942X306 780 69,964 SH   SOLE   69,964 0 0
NRG YIELD INC CL C 62942X405 1,399 120,500 SH   SOLE   120,500 0 0
NUVEEN CR STRATEGIES INCM FD COM SHS 67073D102 416 52,176 SH   SOLE   52,176 0 0
OLIN CORP COM PAR $1 680665205 1,799 107,021 SH   SOLE   107,021 0 0
OM GROUP INC COM 670872100 5,847 177,762 SH   SOLE   177,762 0 0
ONEOK INC NEW COM 682680103 13,982 434,239 SH   SOLE   434,239 0 0
PBF ENERGY INC CL A 69318G106 4,032 142,819 SH   SOLE   142,819 0 0
PG&E CORP COM 69331C108 126,103 2,388,322 SH   SOLE   2,388,322 0 0
PIMCO DYNAMIC CR INCOME FD COM SHS 72202D106 3,388 185,444 SH   SOLE   185,444 0 0
PNM RES INC COM 69349H107 2,888 102,973 SH   SOLE   102,973 0 0
PPG INDS INC COM 693506107 61,945 706,402 SH   SOLE   706,402 0 0
PPL CORP COM 69351T106 81,394 2,474,747 SH   SOLE   2,474,747 0 0
PTC INC COM 69370C100 442 13,914 SH   SOLE   13,914 0 0
QUANTA SVCS INC COM 74762E102 4,128 170,513 SH   SOLE   170,513 0 0
RIO TINTO PLC SPONSORED ADR 767204100 7,084 209,460 SH   SOLE   209,460 0 0
RYDER SYS INC COM 783549108 38,190 515,801 SH   SOLE   515,801 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 42,959 992,365 SH   SOLE   992,365 0 0
SEMGROUP CORP CL A 81663A105 1,513 35,000 SH   SOLE   35,000 0 0
SHERWIN WILLIAMS CO COM 824348106 4,456 20,000 SH   SOLE   20,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 106,354 555,000 SH Put SOLE   555,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 13,423 138,412 SH   SOLE   138,412 0 0
STEEL DYNAMICS INC COM 858119100 62,598 3,643,647 SH   SOLE   3,643,647 0 0
SUMMIT MATLS INC CL A 86614U100 8,436 449,423 SH   SOLE   449,423 0 0
SUNEDISON INC COM 86732Y109 13,291 1,851,095 SH   SOLE   1,851,095 0 0
SWIFT TRANSN CO CL A 87074U101 44,901 2,989,408 SH   SOLE   2,989,408 0 0
TECK RESOURCES LTD CL B 878742204 9,287 1,934,722 SH   SOLE   1,934,722 0 0
TERRAFORM GLOBAL INC CL A 88104M101 26,789 4,022,471 SH   SOLE   4,022,471 0 0
TERRAFORM PWR INC CL A COM 88104R100 13,103 921,394 SH   SOLE   921,394 0 0
TETRA TECH INC NEW COM 88162G103 1,338 55,031 SH   SOLE   55,031 0 0
TRANSALTA CORP COM 89346D107 79,707 17,141,200 SH   SOLE   17,141,200 0 0
TRANSCANADA CORP COM 89353D107 24,339 770,700 SH   SOLE   770,700 0 0
TRANSOCEAN LTD REG SHS H8817H100 18,405 1,424,524 SH   SOLE   1,424,524 0 0
TRANSOCEAN PARTNERS LLC COM UNIT RP LT Y8977Y100 3,342 349,232 SH   SOLE   349,232 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 4,710 525,127 SH   SOLE   525,127 0 0
TYCO INTL PLC SHS G91442106 535 16,000 SH   SOLE   16,000 0 0
UIL HLDG CORP COM 902748102 1,365 27,145 SH   SOLE   27,145 0 0
UNION PAC CORP COM 907818108 64,951 734,661 SH   SOLE   734,661 0 0
UNITED PARCEL SERVICE INC CL B 911312106 30,821 312,297 SH   SOLE   312,297 0 0
UNITED RENTALS INC COM 911363109 9,074 151,100 SH   SOLE   151,100 0 0
VALE S A ADR 91912E105 7,350 1,750,000 SH Put SOLE   1,750,000 0 0
VALE S A ADR 91912E105 22,369 5,325,958 SH   SOLE   5,325,958 0 0
VALE S A ADR REPSTG PFD 91912E204 1,977 590,000 SH   SOLE   590,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 18,664 310,552 SH   SOLE   310,552 0 0
VALSPAR CORP COM 920355104 10,689 148,700 SH Call SOLE   148,700 0 0
WABCO HLDGS INC COM 92927K102 2,411 23,000 SH   SOLE   23,000 0 0
WESTERN REFNG INC COM 959319104 9,265 210,000 SH   SOLE   210,000 0 0
WESTLAKE CHEM CORP COM 960413102 17,894 344,848 SH   SOLE   344,848 0 0
WILLIAMS COS INC DEL COM 969457100 27,721 752,259 SH   SOLE   752,259 0 0
XPO LOGISTICS INC COM 983793100 34,607 1,452,242 SH   SOLE   1,452,242 0 0
XYLEM INC COM 98419M100 263 8,000 SH   SOLE   8,000 0 0