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
ADIENT PLC ORD SHS G0084W101 3,253 49,750 SH   SOLE   49,750 0 0
ADVANSIX INC COM 00773T101 265 8,470 SH   SOLE   8,470 0 0
AECOM COM 00766T100 25,466 787,702 SH   SOLE   787,702 0 0
AIR PRODS & CHEMS INC COM 009158106 128,984 901,608 SH   SOLE   901,608 0 0
ALBEMARLE CORP COM 012653101 10,086 95,569 SH   SOLE   95,569 0 0
AMERICAN ELEC PWR INC COM 025537101 81,584 1,174,376 SH   SOLE   1,174,376 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 16,043 205,815 SH   SOLE   205,815 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 74,140 1,124,870 SH   SOLE   1,124,870 0 0
ATMOS ENERGY CORP COM 049560105 33,007 397,912 SH   SOLE   397,912 0 0
AVANGRID INC COM 05351W103 728 16,487 SH   SOLE   16,487 0 0
BAYTEX ENERGY CORP COM 07317Q105 14,720 6,057,600 SH   SOLE   6,057,600 0 0
BERRY GLOBAL GROUP INC COM 08579W103 112,315 1,970,087 SH   SOLE   1,970,087 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 8,898 250,000 SH   SOLE   250,000 0 0
BUNGE LIMITED COM G16962105 2,514 33,700 SH   SOLE   33,700 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 85,495 1,244,838 SH   SOLE   1,244,838 0 0
CABOT OIL & GAS CORP COM 127097103 9,307 371,100 SH   SOLE   371,100 0 0
CALLON PETE CO DEL COM 13123X102 31,219 2,942,428 SH   SOLE   2,942,428 0 0
CALPINE CORP COM NEW 131347304 85,180 6,295,670 SH   SOLE   6,295,670 0 0
CANADIAN SOLAR INC COM 136635109 1,632 102,500 SH   SOLE   102,500 0 0
CELADON GROUP INC COM 150838100 3,848 1,221,513 SH   SOLE   1,221,513 0 0
CELANESE CORP DEL COM SER A 150870103 62,195 655,100 SH   SOLE   655,100 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 6,546 413,793 SH   SOLE   413,793 0 0
CF INDS HLDGS INC COM 125269100 2,796 100,000 SH Call SOLE   100,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,817 37,304 SH   SOLE   37,304 0 0
CIMAREX ENERGY CO COM 171798101 21,058 224,000 SH   SOLE   224,000 0 0
CLIFFS NAT RES INC COM 18683K101 17,300 2,500,000 SH   SOLE   2,500,000 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 3,530 1,000,000 SH   SOLE   1,000,000 0 0
CNH INDL N V SHS N20944109 391 34,400 SH   SOLE   34,400 0 0
CONSOLIDATED EDISON INC COM 209115104 53,042 656,300 SH   SOLE   656,300 0 0
CUMMINS INC COM 231021106 22,257 137,200 SH   SOLE   137,200 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 6,817 328,388 SH   SOLE   328,388 0 0
DEAN FOODS CO NEW COM NEW 242370203 510 30,000 SH   SOLE   30,000 0 0
DELEK US HLDGS INC COM 246647101 10,576 400,000 SH   SOLE   400,000 0 0
DOMINION ENERGY INC COM 25746U109 25,909 338,105 SH   SOLE   338,105 0 0
DOW CHEM CO COM 260543103 50,456 800,000 SH Put SOLE   800,000 0 0
DOW CHEM CO COM 260543103 105,748 1,676,682 SH   SOLE   1,676,682 0 0
DYCOM INDS INC COM 267475101 7,484 83,600 SH   SOLE   83,600 0 0
DYNEGY INC NEW DEL COM 26817R108 34,190 4,134,171 SH   SOLE   4,134,171 0 0
DYNEGY INC NEW DEL *W EXP 02/02/202 26817R157 0 17,659,300 SH   SOLE   17,659,300 0 0
DYNEGY INC NEW DEL UNIT 07/01/20191 26817R405 16,559 274,478 SH   SOLE   274,478 0 0
EATON CORP PLC SHS G29183103 55,647 714,977 SH   SOLE   714,977 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 25,770 1,294,950 SH   SOLE   1,294,950 0 0
EDISON INTL COM 281020107 68,823 880,200 SH   SOLE   880,200 0 0
ENBRIDGE INC COM 29250N105 26,673 670,000 SH   SOLE   670,000 0 0
ENSCO PLC SHS CLASS A G3157S106 34,402 6,666,959 SH   SOLE   6,666,959 0 0
ENTERGY CORP NEW COM 29364G103 48,173 627,500 SH   SOLE   627,500 0 0
EP ENERGY CORP CL A 268785102 1,281 350,000 SH   SOLE   350,000 0 0
EXELON CORP COM 30161N101 84,463 2,341,647 SH   SOLE   2,341,647 0 0
EXPEDITORS INTL WASH INC COM 302130109 10,697 189,390 SH   SOLE   189,390 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 75,012 5,577,110 SH   SOLE   5,577,110 0 0
F M C CORP COM NEW 302491303 5,990 82,000 SH   SOLE   82,000 0 0
FERRO CORP COM 315405100 20,773 1,135,733 SH   SOLE   1,135,733 0 0
FIRSTENERGY CORP COM 337932107 257,252 8,822,083 SH   SOLE   8,822,083 0 0
FLOWSERVE CORP COM 34354P105 1,068 23,000 SH   SOLE   23,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 22,493 2,010,100 SH   SOLE   2,010,100 0 0
FORTIVE CORP COM 34959J108 60,823 960,108 SH   SOLE   960,108 0 0
FREEPORT-MCMORAN INC CL B 35671D857 12,010 1,000,000 SH   SOLE   1,000,000 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 8,395 370,644 SH   SOLE   370,644 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 3,927 176,500 SH   SOLE   176,500 0 0
GRACE W R & CO DEL NEW COM 38388F108 77,334 1,073,928 SH   SOLE   1,073,928 0 0
GRAN TIERRA ENERGY INC COM 38500T101 38,507 17,190,726 SH   SOLE   17,190,726 0 0
GREAT PLAINS ENERGY INC COM 391164100 49,199 1,680,282 SH   SOLE   1,680,282 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 4,857 150,000 SH   SOLE   150,000 0 0
HOLLYFRONTIER CORP COM 436106108 14,299 520,515 SH   SOLE   520,515 0 0
HONEYWELL INTL INC COM 438516106 666 5,000 SH   SOLE   5,000 0 0
HORMEL FOODS CORP COM 440452100 1,876 55,000 SH   SOLE   55,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 64,804 709,169 SH   SOLE   709,169 0 0
HUNTSMAN CORP COM 447011107 12,213 472,626 SH   SOLE   472,626 0 0
ISHARES MSCI STH KOR ETF 464286772 52,214 770,000 SH Put SOLE   770,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 5,595 39,700 SH   SOLE   39,700 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 975 46,866 SH   SOLE   46,866 0 0
KENNAMETAL INC COM 489170100 1,804 48,200 SH   SOLE   48,200 0 0
KINDER MORGAN INC DEL COM 49456B101 30,133 1,572,700 SH   SOLE   1,572,700 0 0
KNIGHT TRANSN INC COM 499064103 18,269 493,103 SH   SOLE   493,103 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 25,230 298,972 SH   SOLE   298,972 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,220 50,000 SH Call SOLE   50,000 0 0
MARATHON PETE CORP COM 56585A102 6,280 120,000 SH   SOLE   120,000 0 0
MASTEC INC COM 576323109 11,409 252,700 SH   SOLE   252,700 0 0
MATADOR RES CO COM 576485205 6,411 300,007 SH   SOLE   300,007 0 0
METHANEX CORP COM 59151K108 5,174 117,455 SH   SOLE   117,455 0 0
MOHAWK INDS INC COM 608190104 12,607 52,160 SH   SOLE   52,160 0 0
MONSANTO CO NEW COM 61166W101 17,567 148,423 SH   SOLE   148,423 0 0
NEXTERA ENERGY INC COM 65339F101 70,065 500,000 SH   SOLE   500,000 0 0
NOBLE CORP PLC SHS USD G65431101 17,450 4,820,356 SH   SOLE   4,820,356 0 0
NORFOLK SOUTHERN CORP COM 655844108 24,608 202,200 SH   SOLE   202,200 0 0
NRG ENERGY INC COM NEW 629377508 83,300 4,837,405 SH   SOLE   4,837,405 0 0
NRG YIELD INC CL A NEW 62942X306 3,786 221,929 SH   SOLE   221,929 0 0
NUCOR CORP COM 670346105 57,870 1,000,000 SH Call SOLE   1,000,000 0 0
NUCOR CORP COM 670346105 49,190 850,000 SH Put SOLE   850,000 0 0
OASIS PETE INC NEW COM 674215108 11,270 1,400,017 SH   SOLE   1,400,017 0 0
OBSIDIAN ENERGY LTD COM 674482104 1,080 850,300 SH   SOLE   850,300 0 0
OGE ENERGY CORP COM 670837103 245 7,044 SH   SOLE   7,044 0 0
OLIN CORP COM PAR $1 680665205 50,191 1,657,568 SH   SOLE   1,657,568 0 0
ONEOK INC NEW COM 682680103 11,653 223,400 SH   SOLE   223,400 0 0
PARSLEY ENERGY INC CL A 701877102 4,751 171,200 SH   SOLE   171,200 0 0
PG&E CORP COM 69331C108 20,044 302,000 SH   SOLE   302,000 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 1,033 47,123 SH   SOLE   47,123 0 0
PINNACLE WEST CAP CORP COM 723484101 10,577 124,200 SH   SOLE   124,200 0 0
PPG INDS INC COM 693506107 12,963 117,889 SH   SOLE   117,889 0 0
PPL CORP COM 69351T106 47,842 1,237,518 SH   SOLE   1,237,518 0 0
PROCTER AND GAMBLE CO COM 742718109 5,883 67,500 SH   SOLE   67,500 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 213,996 4,975,492 SH   SOLE   4,975,492 0 0
RAMACO RES INC COM 75134P303 4,654 769,313 SH   SOLE   769,313 0 0
RIO TINTO PLC SPONSORED ADR 767204100 65,354 1,544,645 SH   SOLE   1,544,645 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 1,447 199,021 SH   SOLE   199,021 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 45,866 4,479,087 SH   SOLE   4,479,087 0 0
RSP PERMIAN INC COM 74978Q105 12,908 400,000 SH   SOLE   400,000 0 0
RYDER SYS INC COM 783549108 86,142 1,196,751 SH   SOLE   1,196,751 0 0
SCANA CORP NEW COM 80589M102 941 14,041 SH   SOLE   14,041 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 9,172 754,915 SH   SOLE   754,915 0 0
SEMGROUP CORP CL A 81663A105 15,589 577,367 SH   SOLE   577,367 0 0
SHERWIN WILLIAMS CO COM 824348106 36,892 105,116 SH   SOLE   105,116 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 3,917 53,610 SH   SOLE   53,610 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 57,623 238,307 SH   SOLE   238,307 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 109,052 451,000 SH Call SOLE   451,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 537,304 2,222,100 SH Put SOLE   2,222,100 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 13,570 425,120 SH   SOLE   425,120 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 1,077 35,926 SH   SOLE   35,926 0 0
SRC ENERGY INC COM 78470V108 14,209 2,111,299 SH   SOLE   2,111,299 0 0
STANTEC INC COM 85472N109 47,853 1,906,511 SH   SOLE   1,906,511 0 0
STEEL DYNAMICS INC COM 858119100 39,788 1,111,100 SH Call SOLE   1,111,100 0 0
STEEL DYNAMICS INC COM 858119100 57,450 1,604,300 SH Put SOLE   1,604,300 0 0
SUMMIT MATLS INC CL A 86614U100 34,392 1,191,268 SH   SOLE   1,191,268 0 0
SWIFT TRANSN CO CL A 87074U101 38,015 1,434,539 SH   SOLE   1,434,539 0 0
TALLGRASS ENERGY GP LP SHS CL A 874696107 1,083 42,600 SH   SOLE   42,600 0 0
TECK RESOURCES LTD CL B 878742204 8,665 500,000 SH   SOLE   500,000 0 0
TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UN Y8565J101 10,380 3,616,642 SH   SOLE   3,616,642 0 0
TENARIS S A SPONSORED ADR 88031M109 48,683 1,563,375 SH   SOLE   1,563,375 0 0
TESORO CORP COM 881609101 16,577 177,107 SH   SOLE   177,107 0 0
TIMKEN CO COM 887389104 2,096 45,326 SH   SOLE   45,326 0 0
TRANSCANADA CORP COM 89353D107 28,259 592,800 SH   SOLE   592,800 0 0
TRANSOCEAN LTD REG SHS H8817H100 30,577 3,715,370 SH   SOLE   3,715,370 0 0
TRIMBLE INC COM 896239100 1,420 39,802 SH   SOLE   39,802 0 0
TRINSEO S A SHS L9340P101 23,667 344,500 SH   SOLE   344,500 0 0
TRONOX LTD SHS CL A Q9235V101 907 60,000 SH   SOLE   60,000 0 0
TURQUOISE HILL RES LTD COM 900435108 2,650 1,000,000 SH   SOLE   1,000,000 0 0
TYSON FOODS INC CL A 902494103 1,898 30,305 SH   SOLE   30,305 0 0
UNITED PARCEL SERVICE INC CL B 911312106 72,273 653,525 SH   SOLE   653,525 0 0
UNITED RENTALS INC COM 911363109 1,691 15,000 SH   SOLE   15,000 0 0
UNITED STATES STL CORP NEW COM 912909108 45,235 2,043,121 SH   SOLE   2,043,121 0 0
UNITED STATES STL CORP NEW COM 912909108 30,332 1,370,000 SH Call SOLE   1,370,000 0 0
VALE S A ADR 91912E105 29,225 3,340,000 SH   SOLE   3,340,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 17,165 254,450 SH   SOLE   254,450 0 0
WABTEC CORP COM 929740108 7,803 85,275 SH   SOLE   85,275 0 0
WILDHORSE RESOURCE DEV CORP COM 96812T102 8,858 716,123 SH   SOLE   716,123 0 0