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 |
| 8POINT3 ENERGY PARTNERS LP | CL A RPT LTDPT | 282539105 | 28,301 | 1,925,268 | SH | SOLE | 1,925,268 | 0 | 0 | ||
| BAKER HUGHES INC | COM | 057224107 | 9,251 | 211,062 | SH | SOLE | 211,062 | 0 | 0 | ||
| CANADIAN SOLAR INC | COM | 136635109 | 8,664 | 449,368 | SH | SOLE | 449,368 | 0 | 0 | ||
| CARNIVAL CORP | PAIRED CTF | 143658300 | 34,566 | 655,025 | SH | SOLE | 655,025 | 0 | 0 | ||
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 10,017 | 1,739,006 | SH | SOLE | 1,739,006 | 0 | 0 | ||
| DHT HOLDINGS INC | DEBT 4.500%10/0 | 23335SAB2 | 10,478 | 10,712,000 | PRN | SOLE | 10,712,000 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 14,054 | 1,495,146 | SH | SOLE | 1,495,146 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 20,097 | 276,900 | SH | SOLE | 276,900 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 20,870 | 304,812 | SH | SOLE | 304,812 | 0 | 0 | ||
| GENER8 MARITIME INC | COM | Y26889108 | 16,230 | 2,298,942 | SH | SOLE | 2,298,942 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 12,587 | 700,448 | SH | SOLE | 700,448 | 0 | 0 | ||
| GOLAR LNG PARTNERS LP | COM UNIT LPI | Y2745C102 | 2,264 | 154,148 | SH | SOLE | 154,148 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 36,456 | 1,020,600 | SH | SOLE | 1,020,600 | 0 | 0 | ||
| HOEGH LNG PARTNERS LP | COM UNIT LTD | Y3262R100 | 33,383 | 1,915,255 | SH | SOLE | 1,915,255 | 0 | 0 | ||
| INDEPENDENCE CONTRACT DRIL I | COM | 453415309 | 4,250 | 891,034 | SH | SOLE | 891,034 | 0 | 0 | ||
| JINKOSOLAR HLDG CO LTD | SPONSORED ADR | 47759T100 | 9,574 | 457,867 | SH | SOLE | 457,867 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 29,202 | 3,174,163 | SH | SOLE | 3,174,163 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 14,652 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 12,441 | 88,400 | SH | SOLE | 88,400 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 23,076 | 280,900 | SH | SOLE | 280,900 | 0 | 0 | ||
| SUPERIOR ENERGY SVCS INC | COM | 868157108 | 10,996 | 821,200 | SH | SOLE | 821,200 | 0 | 0 | ||
| TRINA SOLAR LIMITED | SPON ADR | 89628E104 | 9,485 | 954,236 | SH | SOLE | 954,236 | 0 | 0 | ||