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 |
| CANADIAN SOLAR INC | COM | 136635109 | 15,838 | 474,343 | SH | SOLE | 474,343 | 0 | 0 | ||
| DHT HOLDINGS INC | SH NEW | Y2065G121 | 20,636 | 2,956,479 | SH | SOLE | 2,956,479 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 27,726 | 2,127,829 | SH | SOLE | 2,127,829 | 0 | 0 | ||
| DYNEGY INC NEW DEL | COM | 26817R108 | 15,759 | 501,400 | SH | SOLE | 501,400 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 28,075 | 306,200 | SH | SOLE | 306,200 | 0 | 0 | ||
| EXELON CORP | COM | 30161N101 | 5,282 | 157,150 | SH | SOLE | 157,150 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 14,499 | 242,500 | SH | SOLE | 242,500 | 0 | 0 | ||
| HOEGH LNG PARTNERS LP | COM UNIT LTD | Y3262R100 | 26,889 | 1,239,138 | SH | SOLE | 1,239,138 | 0 | 0 | ||
| INDEPENDENCE CONTRACT DRIL I | COM | 453415309 | 3,525 | 505,685 | SH | SOLE | 505,685 | 0 | 0 | ||
| MARKET VECTORS ETF TR | OIL SVCS ETF | 57060U191 | 14,124 | 419,000 | SH | Call | SOLE | 419,000 | 0 | 0 | |
| MEMORIAL RESOURCE DEV CORP | COM | 58605Q109 | 17,937 | 1,011,100 | SH | SOLE | 1,011,100 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 20,257 | 1,484,000 | SH | SOLE | 1,484,000 | 0 | 0 | ||
| NAVIOS MARITIME ACQUIS CORP | SHS USD | Y62159101 | 1,310 | 370,013 | SH | SOLE | 370,013 | 0 | 0 | ||
| PARAGON SHIPPING INC | CL A NEW | 69913R408 | 589 | 588,532 | SH | SOLE | 588,532 | 0 | 0 | ||
| PATTERSON UTI ENERGY INC | SH | 703481101 | 11,293 | 601,500 | SH | SOLE | 601,500 | 0 | 0 | ||
| SHIP FINANCE INTERNATIONAL L | SHS | G81075106 | 26,999 | 1,824,228 | SH | SOLE | 1,824,228 | 0 | 0 | ||
| SUNPOWER CORP | COM | 867652406 | 14,284 | 456,200 | SH | SOLE | 456,200 | 0 | 0 | ||
| TRANSOCEAN LTD | REG SHS | H8817H100 | 5,868 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
| WHITING PETE CORP NEW | COM | 966387102 | 12,703 | 411,100 | SH | SOLE | 411,100 | 0 | 0 | ||