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
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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
ASIA PACIFIC WIRE & CABLE CO ORD G0535E106 5,042 1,355,415 SH   SOLE   1,355,415 0 0
ENERGY XXI (BERMUDA) LTD USD UNRS SHS G10082140 46,042 1,524,070 SH   SOLE   1,524,070 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 25,534 348,678 SH   SOLE   348,678 0 0
DRYSHIPS INC SHS Y2109Q101 354 100,000 SH   SOLE   100,000 0 0
ANADARKO PETE CORP COM 032511107 44,286 476,240 SH   SOLE   476,240 0 0
ANADARKO PETE CORP COM 032511107 96,040 1,032,800 SH Call SOLE   0 0 0
ATLAS ENERGY LP COM UNITS LP 04930A104 60,919 1,115,122 SH   SOLE   1,115,122 0 0
BP PLC SPONSORED ADR 055622104 90,259 2,147,491 SH   SOLE   2,147,491 0 0
BLUEKNIGHT ENERGY PARTNERS L COM UNIT 09625U109 29,367 3,576,944 SH   SOLE   3,576,944 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 55,287 947,184 SH   SOLE   947,184 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 90,386 1,548,500 SH Call SOLE   0 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 166,206 3,812,073 SH   SOLE   3,812,073 0 0
CITIGROUP INC COM NEW 172967424 18,415 379,612 SH   SOLE   379,612 0 0
CONCHO RES INC COM 20605P101 38,748 356,106 SH   SOLE   356,106 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 23,882 1,012,383 SH   SOLE   1,012,383 0 0
DOW CHEM CO COM 260543103 14,433 375,871 SH   SOLE   375,871 0 0
EOG RES INC COM 26875P101 40,767 240,827 SH   SOLE   240,827 0 0
EQT CORP COM 26884L109 34,213 385,628 SH   SOLE   385,628 0 0
EASTMAN CHEM CO COM 277432100 44,175 567,077 SH   SOLE   567,077 0 0
ENDO HEALTH SOLUTIONS INC COM 29264F205 52,350 1,152,064 SH   SOLE   1,152,064 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 32,818 498,900 SH   SOLE   498,900 0 0
FIBROCELL SCIENCE INC COM NEW 315721209 7,823 1,786,000 SH   SOLE   1,786,000 0 0
GENERAL MTRS CO COM 37045V100 24,134 670,935 SH   SOLE   670,935 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V118 21,879 828,124 SH   SOLE   828,124 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 15,403 828,124 SH   SOLE   828,124 0 0
GENERAL MTRS CO JR PFD CNV SRB 37045V209 4,517 90,000 SH   SOLE   90,000 0 0
HALLIBURTON CO COM 406216101 49,329 1,024,494 SH   SOLE   1,024,494 0 0
HARBINGER GROUP INC COM 41146A106 9,616 927,273 SH   SOLE   927,273 0 0
HARVEST NATURAL RESOURCES IN COM 41754V103 18,474 3,453,147 SH   SOLE   3,453,147 0 0
INTERPUBLIC GROUP COS INC COM 460690100 12,428 723,395 SH   SOLE   723,395 0 0
JPMORGAN CHASE & CO COM 46625H100 12,923 250,000 SH   SOLE   250,000 0 0
JOURNAL COMMUNICATIONS INC CL A 481130102 21,558 2,521,381 SH   SOLE   2,521,381 0 0
LAREDO PETE HLDGS INC COM 516806106 20,276 683,156 SH   SOLE   683,156 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 202,695 3,785,856 SH   SOLE   3,785,856 0 0
MAGNUM HUNTER RES CORP DEL COM 55973B102 3,757 608,890 SH   SOLE   608,890 0 0
MARTEN TRANS LTD COM 573075108 5,150 300,000 SH   SOLE   300,000 0 0
MONSANTO CO NEW COM 61166W101 43,658 418,298 SH   SOLE   418,298 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 64,254 1,443,758 SH   SOLE   1,443,758 0 0
NOBLE ENERGY INC COM 655044105 50,822 758,420 SH   SOLE   758,420 0 0
ORAGENICS INC COM NEW 684023203 3,975 1,325,000 SH   SOLE   1,325,000 0 0
PVR PARTNERS L P COM UNIT REPTG L 693665101 9,396 406,397 SH   SOLE   406,397 0 0
PARAGON SHIPPING INC CL A NEW 69913R408 1,971 340,984 SH   SOLE   340,984 0 0
PETROQUEST ENERGY INC COM 716748108 4,398 1,096,700 SH   SOLE   1,096,700 0 0
PFIZER INC COM 717081103 74,231 2,584,183 SH   SOLE   2,584,183 0 0
PIONEER NAT RES CO COM 723787107 20,042 106,155 SH   SOLE   106,155 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 163,414 4,289,078 SH   SOLE   4,289,078 0 0
SCHLUMBERGER LTD COM 806857108 43,704 494,609 SH   SOLE   494,609 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 104,189 3,083,440 SH   SOLE   3,083,440 0 0
SPDR SERIES TRUST S&P OIL GAS EXP 78464A730 356,907 5,420,000 SH Put SOLE   5,420,000 0 0
SYNTHETIC BIOLOGICS INC COM 87164U102 3,528 2,100,000 SH   SOLE   2,100,000 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 11,361 159,316 SH   SOLE   159,316 0 0
TIME WARNER INC COM NEW 887317303 182,083 2,766,801 SH   SOLE   2,766,801 0 0
WESTLAKE CHEM CORP COM 960413102 25,237 241,129 SH   SOLE   241,129 0 0
WILLIAMS COS INC DEL COM 969457100 49,734 1,367,819 SH   SOLE   1,367,819 0 0
ZIOPHARM ONCOLOGY INC COM 98973P101 4,531 1,150,000 SH   SOLE   1,150,000 0 0