ANADARKO PETE CORP COM 32511107 21358 195101 SH SOLE 195101 0 0 CANADIAN SOLAR INC COM 136635109 26113 835343 SH SOLE 835343 0 0 CARNIVAL CORP PAIRED CTF 143658300 3765 100000 SH Put SOLE 100000 0 0 DHT HOLDINGS INC SHS NEW Y2065G121 28903 4014313 SH SOLE 4014313 0 0 DIANA SHIPPING INC COM Y2066G104 13186 1210829 SH SOLE 1210829 0 0 ENSCO PLC SHS CLASS A G3157S106 16671 300000 SH Put SOLE 300000 0 0 FIRST SOLAR INC COM 336433107 25135 353711 SH SOLE 353711 0 0 MASTEC INC COM 576323109 13297 431430 SH SOLE 431430 0 0 MEMORIAL RESOURCE DEV CORP COM 58605Q109 22246 913200 SH SOLE 913200 0 0 NAVIOS MARITIME ACQUISITION SHS Y62159101 9055 2440623 SH SOLE 2440623 0 0 PARAGON SHIPPING INC CL A NEW 69913R408 12600 2132030 SH SOLE 2132030 0 0 PRECISION DRILLING CORP COM 2010 74022D308 36219 2557870 SH SOLE 2557870 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 4960 89200 SH Put SOLE 89200 0 0 SCHLUMBERGER LTD COM 806857108 50683 429700 SH SOLE 429700 0 0 SCORPIO BULKERS INC SHS Y7546A106 15660 1759539 SH SOLE 1759539 0 0 SHIP FINANCE INTERNATIONAL L SHS G81075106 37552 2020000 SH SOLE 2020000 0 0 TRANSOCEAN LTD REG SHS H8817H100 27603 613000 SH Put SOLE 613000 0 0