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 |
| CABOT OIL & GAS CORP | COM | 127097103 | 5,523 | 236,448 | SH | SOLE | 236,448 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 19,305 | 2,750,000 | SH | Put | SOLE | 2,750,000 | 0 | 0 | |
| CONSOL ENERGY INC | COM | 20854P109 | 3,798 | 208,324 | SH | SOLE | 208,324 | 0 | 0 | ||
| DYNEGY INC NEW DEL | *W EXP 10/02/201 | 26817R116 | 10 | 240,752 | SH | SOLE | 240,752 | 0 | 0 | ||
| DYNEGY INC NEW DEL | COM | 26817R108 | 8,931 | 1,055,685 | SH | SOLE | 1,055,685 | 0 | 0 | ||
| ENCANA CORP | COM | 292505104 | 4,383 | 373,321 | SH | SOLE | 373,321 | 0 | 0 | ||
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 2,261 | 181,181 | SH | SOLE | 181,181 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 3,576 | 65,180 | SH | SOLE | 65,180 | 0 | 0 | ||
| RSP PERMIAN INC | COM | 74978Q105 | 5,263 | 117,960 | SH | SOLE | 117,960 | 0 | 0 | ||
| STEEL DYNAMICS INC | COM | 858119100 | 4,457 | 125,264 | SH | SOLE | 125,264 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 13,132 | 655,600 | SH | Call | SOLE | 655,600 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 14,740 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| UNITED STATES STL CORP NEW | COM | 912909108 | 75,593 | 2,290,000 | SH | Put | SOLE | 2,290,000 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 23,774 | 3,120,000 | SH | Put | SOLE | 3,120,000 | 0 | 0 | |