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
AIR PRODS & CHEMS INC COM 009158106 3,754 27,436 SH   SOLE 27,436 0 0
AIR PRODS & CHEMS INC COM 009158106 1,035 7,564 SH   OTR 1 0 7,564 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 1,103 38,500 SH   OTR 1 0 38,500 0
CANADIAN SOLAR INC COM 136635109 1,716 60,000 SH Put OTR 1 0 60,000 0
CANADIAN SOLAR INC COM 136635109 5,434 190,000 SH Put SOLE 190,000 0 0
CDK GLOBAL INC COM 12508E101 3,001 55,600 SH   OTR 1 0 55,600 0
CDK GLOBAL INC COM 12508E101 10,494 194,400 SH   SOLE 194,400 0 0
CF INDS HLDGS INC COM 125269100 752 11,700 SH   OTR 1 0 11,700 0
CF INDS HLDGS INC COM 125269100 2,462 38,300 SH   SOLE 38,300 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,957 42,700 SH   SOLE 42,700 0 0
CHENIERE ENERGY INC COM NEW 16411R208 852 12,300 SH   OTR 1 0 12,300 0
GREEN PLAINS INC COM 393222104 2,141 77,700 SH   OTR 1 0 77,700 0
GREEN PLAINS INC COM 393222104 7,502 272,300 SH   SOLE 272,300 0 0
GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 2,016 130,000 SH   OTR 1 0 130,000 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 1,649 82,268 SH   OTR 1 0 82,268 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 5,869 292,732 SH   SOLE 292,732 0 0
INFRAREIT INC COM 45685L100 666 23,500 SH   OTR 1 0 23,500 0
INFRAREIT INC COM 45685L100 2,170 76,500 SH   SOLE 76,500 0 0
MASTEC INC COM 576323109 1,988 100,000 SH Put OTR 1 0 100,000 0
MASTEC INC COM 576323109 5,962 300,000 SH Put SOLE 300,000 0 0
NRG YIELD INC CL A NEW 62942X306 302 13,806 SH   OTR 1 0 13,806 0
NRG YIELD INC CL A NEW 62942X306 989 45,194 SH   SOLE 45,194 0 0
PPG INDS INC COM 693506107 4,437 38,678 SH   SOLE 38,678 0 0
PPG INDS INC COM 693506107 1,299 11,322 SH   OTR 1 0 11,322 0
SCORPIO TANKERS INC SHS Y7542C106 1,791 177,543 SH   OTR 1 0 177,543 0
SCORPIO TANKERS INC SHS Y7542C106 6,281 622,457 SH   SOLE 622,457 0 0
SMITH A O COM 831865209 1,598 22,197 SH   OTR 1 0 22,197 0
SMITH A O COM 831865209 5,600 77,803 SH   SOLE 77,803 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 1,639 45,100 SH   OTR 1 0 45,100 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 5,267 144,900 SH   SOLE 144,900 0 0
SUNEDISON INC COM 86732Y109 3,136 104,840 SH   OTR 1 0 104,840 0
SUNEDISON INC COM 86732Y109 11,071 370,160 SH   SOLE 370,160 0 0
SUNEDISON SEMICONDUCTOR LTD SHS Y8213L102 1,429 82,720 SH   OTR 1 0 82,720 0
SUNEDISON SEMICONDUCTOR LTD SHS Y8213L102 4,616 267,280 SH   SOLE 267,280 0 0
TEEKAY TANKERS LTD CL A Y8565N102 2,432 367,900 SH   SOLE 367,900 0 0
TEEKAY TANKERS LTD CL A Y8565N102 708 107,100 SH   OTR 1 0 107,100 0
TERRAFORM PWR INC CL A COM 88104R100 3,508 92,352 SH   OTR 1 0 92,352 0
TERRAFORM PWR INC CL A COM 88104R100 12,064 317,648 SH   SOLE 317,648 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 895 45,000 SH Put OTR 1 0 45,000 0
UNITED STATES OIL FUND LP UNITS 91232N108 3,081 155,000 SH Put SOLE 155,000 0 0
VULCAN MATLS CO COM 929160109 2,324 27,686 SH   OTR 1 0 27,686 0
VULCAN MATLS CO COM 929160109 8,168 97,314 SH   SOLE 97,314 0 0
ZOETIS INC CL A 98978V103 7,139 148,055 SH   SOLE 148,055 0 0
ZOETIS INC CL A 98978V103 2,023 41,945 SH   OTR 1 0 41,945 0