The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ANADARKO PETE CORP | COM | 032511107 | 18,020 | 193,784 | SH | SOLE | 193,784 | 0 | 0 | ||
| BALTIC TRADING LIMITED | COM | Y0553W103 | 8,652 | 1,769,359 | SH | SOLE | 1,769,359 | 0 | 0 | ||
| CAMERON INTERNATIONAL CORP | COM | 13342B105 | 8,005 | 137,136 | SH | SOLE | 137,136 | 0 | 0 | ||
| CANADIAN SOLAR INC | COM | 136635109 | 11,562 | 680,500 | SH | SOLE | 680,500 | 0 | 0 | ||
| CHICAGO BRIDGE & IRON CO NV | COM | 167250109 | 9,723 | 143,468 | SH | SOLE | 143,468 | 0 | 0 | ||
| CLEAN ENERGY FUELS CORP | COM | 184499101 | 7,851 | 614,820 | SH | SOLE | 614,820 | 0 | 0 | ||
| CNOOC LTD | SPONSORED ADR | 126132109 | 5,787 | 28,675 | SH | SOLE | 28,675 | 0 | 0 | ||
| COBALT INTL ENERGY INC | COM | 19075F106 | 7,442 | 299,377 | SH | SOLE | 299,377 | 0 | 0 | ||
| DRESSER-RAND GROUP INC | COM | 261608103 | 7,536 | 120,768 | SH | SOLE | 120,768 | 0 | 0 | ||
| ENSCO PLC | SHS CLASS A | G3157S106 | 9,315 | 173,300 | SH | SOLE | 173,300 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 23,733 | 140,200 | SH | SOLE | 140,200 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 12,924 | 321,415 | SH | SOLE | 321,415 | 0 | 0 | ||
| FUEL SYS SOLUTIONS INC | COM | 35952W103 | 6,513 | 331,284 | SH | SOLE | 331,284 | 0 | 0 | ||
| GASLOG LTD | SHS | G37585109 | 10,141 | 679,220 | SH | SOLE | 679,220 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 8,124 | 268,128 | SH | SOLE | 268,128 | 0 | 0 | ||
| NAVIOS MARITIME ACQUIS CORP | SHS | Y62159101 | 7,872 | 2,139,000 | SH | SOLE | 2,139,000 | 0 | 0 | ||
| PACIFIC DRILLING SA LUXEMBOU | REG SHS | L7257P106 | 9,365 | 845,245 | SH | SOLE | 845,245 | 0 | 0 | ||
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 15,870 | 432,198 | SH | SOLE | 432,198 | 0 | 0 | ||
| SAFE BULKERS INC | COM | Y7388L103 | 10,548 | 1,551,248 | SH | SOLE | 1,551,248 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 13,526 | 153,076 | SH | SOLE | 153,076 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C106 | 19,204 | 1,967,617 | SH | SOLE | 1,967,617 | 0 | 0 | ||
| WESTPORT INNOVATIONS INC | COM NEW | 960908309 | 4,467 | 184,662 | SH | SOLE | 184,662 | 0 | 0 | ||