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
Estimated average burden
hours per response: 23.8
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
AK STL HLDG CORP COM 001547108 555 230,300 SH   SOLE   230,300 0 0
AK STL HLDG CORP COM 001547108 14,219 5,900,000 SH Call SOLE   5,900,000 0 0
CABOT OIL & GAS CORP COM 127097103 13,591 621,743 SH   SOLE   621,743 0 0
CALPINE CORP COM NEW 131347304 16,025 1,097,603 SH   SOLE   1,097,603 0 0
CF INDS HLDGS INC COM 125269100 16,221 361,266 SH   SOLE   361,266 0 0
DOMINION DIAMOND CORP COM 257287102 8,026 751,478 SH   SOLE   751,478 0 0
DYNEGY INC NEW DEL *W EXP 10/02/201 26817R116 277 240,752 SH   SOLE   240,752 0 0
DYNEGY INC NEW DEL COM 26817R108 25,153 1,216,866 SH   SOLE   1,216,866 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 6,314 382,410 SH   SOLE   382,410 0 0
NRG ENERGY INC COM NEW 629377508 12,891 868,064 SH   SOLE   868,064 0 0
OCEANEERING INTL INC COM 675232102 4,783 121,762 SH   SOLE   121,762 0 0
RANGE RES CORP COM 75281A109 17,293 538,381 SH   SOLE   538,381 0 0
SUNEDISON SEMICONDUCTOR LTD SHS Y8213L102 5,077 481,643 SH   SOLE   481,643 0 0
TESORO CORP COM 881609101 11,163 114,798 SH   SOLE   114,798 0 0
WESTROCK CO COM 96145D105 16,567 322,069 SH   SOLE   322,069 0 0