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
AMEREN CORP COM 023608102 10,649 294,500 SH   DFND 1 294,500 0 0
AMERICAN ELEC PWR INC COM 025537101 14,045 300,500 SH   DFND 1 300,500 0 0
BAKER HUGHES INC COM 057224107 25,884 468,411 SH   DFND 1 468,411 0 0
BARRETT BILL CORP COM 06846N104 13,868 517,835 SH   DFND 1 517,835 0 0
C&J ENERGY SVCS INC COM 12467B304 4,477 193,808 SH   DFND 1 193,808 0 0
CABOT OIL & GAS CORP COM 127097103 20,155 520,000 SH   DFND 1 520,000 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 14,287 240,000 SH   DFND 1 240,000 0 0
CIMAREX ENERGY CO COM 171798101 22,962 218,871 SH   DFND 1 218,871 0 0
CMS ENERGY CORP COM 125896100 15,928 595,000 SH   DFND 1 595,000 0 0
CONCHO RES INC COM 20605P101 16,238 150,351 SH   DFND 1 150,351 0 0
CONTINENTAL RESOURCES INC COM 212015101 11,466 101,900 SH   DFND 1 101,900 0 0
DRIL-QUIP INC COM 262037104 15,280 139,000 SH   DFND 1 139,000 0 0
EDISON INTL COM 281020107 17,525 378,500 SH   DFND 1 378,500 0 0
EQT CORP COM 26884L109 20,254 225,600 SH   DFND 1 225,600 0 0
FIRSTENERGY CORP COM 337932107 12,664 384,000 SH   DFND 1 384,000 0 0
FMC TECHNOLOGIES INC COM 30249U101 5,090 97,500 SH   DFND 1 97,500 0 0
GULFPORT ENERGY CORP COM NEW 402635304 32,985 522,487 SH   DFND 1 522,487 0 0
HALLIBURTON CO COM 406216101 21,901 431,548 SH   DFND 1 431,548 0 0
INTEGRYS ENERGY GROUP INC COM 45822P105 707 13,000 SH   DFND 1 13,000 0 0
LAREDO PETE HLDGS INC COM 516806106 18,352 662,782 SH   DFND 1 662,782 0 0
NEXTERA ENERGY INC COM 65339F101 14,131 165,039 SH   DFND 1 165,039 0 0
NISOURCE INC COM 65473P105 8,220 250,000 SH   DFND 1 250,000 0 0
NORTHEAST UTILS COM 664397106 23,145 546,000 SH   DFND 1 546,000 0 0
OCEANEERING INTL INC COM 675232102 13,209 167,454 SH   DFND 1 167,454 0 0
OGE ENERGY CORP COM 670837103 9,323 275,000 SH   DFND 1 275,000 0 0
PG&E CORP COM 69331C108 21,429 532,000 SH   DFND 1 532,000 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 697 23,000 SH   DFND 1 23,000 0 0
PATTERSON UTI ENERGY INC COM 703481101 3,166 125,032 SH   DFND 1 125,032 0 0
PEPCO HOLDINGS INC COM 713291102 15,706 821,000 SH   DFND 1 821,000 0 0
PIONEER NAT RES CO COM 723787107 19,695 107,000 SH   DFND 1 107,000 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 4,058 151,600 SH   DFND 1 151,600 0 0
PNM RES INC COM 69349H107 12,241 507,500 SH   DFND 1 507,500 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 16,338 541,000 SH   DFND 1 541,000 0 0
PPL CORP COM 69351T106 2,301 76,461 SH   DFND 1 76,461 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 1,682 52,500 SH   DFND 1 52,500 0 0
RANGE RES CORP COM 75281A109 9,542 113,178 SH   DFND 1 113,178 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 13,826 391,000 SH   DFND 1 391,000 0 0
SCANA CORP NEW COM 80589M102 14,830 316,000 SH   DFND 1 316,000 0 0
SEADRILL LIMITED SHS G7945E105 10,619 258,500 SH   DFND 1 258,500 0 0
SEMPRA ENERGY COM 816851109 14,317 159,500 SH   DFND 1 159,500 0 0
SOUTHWEST GAS CORP COM 844895102 839 15,000 SH   DFND 1 15,000 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 4,621 173,648 SH   DFND 1 173,648 0 0