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 6,404 44,400 SH   SOLE   44,400 0 0
AIR PRODS & CHEMS INC COM 009158106 2,250 15,600 SH   OTR 1 0 15,600 0
BERRY PLASTICS GROUP INC COM 08579W103 1,420 45,000 SH   SOLE   45,000 0 0
CDK GLOBAL INC COM 12508E101 2,955 72,500 SH   SOLE   72,500 0 0
CDK GLOBAL INC COM 12508E101 1,121 27,500 SH   OTR 1 0 27,500 0
CF INDS HLDGS INC COM 125269100 7,072 25,950 SH   SOLE   25,950 0 0
CF INDS HLDGS INC COM 125269100 2,466 9,050 SH   OTR 1 0 9,050 0
CHENIERE ENERGY INC COM NEW 16411R208 4,414 62,700 SH   SOLE   62,700 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,570 22,300 SH   OTR 1 0 22,300 0
CHICAGO BRIDGE & IRON CO N V PUT 167250959 2,939 70,000 SH Put SOLE   0 0 0
CHICAGO BRIDGE & IRON CO N V PUT 167250959 1,259 30,000 SH Put OTR 1 0 0 0
GASLOG LTD SHS G37585109 2,926 143,797 SH   SOLE   143,797 0 0
GASLOG LTD SHS G37585109 1,144 56,203 SH   OTR 1 0 56,203 0
GREEN PLAINS INC COM 393222104 5,072 204,700 SH   SOLE   204,700 0 0
GREEN PLAINS INC COM 393222104 1,990 80,300 SH   OTR 1 0 80,300 0
GREEN PLAINS INC CALL 393222904 991 40,000 SH Call SOLE   0 0 0
GREEN PLAINS INC CALL 393222904 248 10,000 SH Call OTR 1 0 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 3,074 216,000 SH   SOLE   216,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 1,195 84,000 SH   OTR 1 0 84,000 0
LINN ENERGY LLC PUT 536020950 4,027 397,500 SH Put SOLE   0 0 0
LINN ENERGY LLC PUT 536020950 1,621 160,000 SH Put OTR 1 0 0 0
NUVERRA ENVIRONMENTAL SOLUTI PUT 67091K953 846 152,500 SH Put SOLE   0 0 0
NUVERRA ENVIRONMENTAL SOLUTI PUT 67091K953 333 60,000 SH Put OTR 1 0 0 0
PALL CORP COM 696429307 1,829 18,068 SH   SOLE   18,068 0 0
PALL CORP COM 696429307 702 6,932 SH   OTR 1 0 6,932 0
PPG INDS INC COM 693506107 4,461 19,300 SH   SOLE   19,300 0 0
PPG INDS INC COM 693506107 1,318 5,700 SH   OTR 1 0 5,700 0
SANDISK CORP COM 80004C101 4,889 49,900 SH   SOLE   49,900 0 0
SANDISK CORP COM 80004C101 1,724 17,600 SH   OTR 1 0 17,600 0
SEADRILL LIMITED PUT G7945E955 3,463 290,000 SH Put SOLE   0 0 0
SEADRILL LIMITED PUT G7945E955 1,313 110,000 SH Put OTR 1 0 0 0
SMITH A O COM 831865209 5,212 92,400 SH   SOLE   92,400 0 0
SMITH A O COM 831865209 1,980 35,100 SH   OTR 1 0 35,100 0
SUNCOR ENERGY INC NEW PUT 867224957 19 140,000 SH Put SOLE   0 0 0
SUNCOR ENERGY INC NEW PUT 867224957 8 60,000 SH Put OTR 1 0 0 0
SUNEDISON INC COM 86732Y109 7,023 359,980 SH   SOLE   359,980 0 0
SUNEDISON INC COM 86732Y109 2,732 140,020 SH   OTR 1 0 140,020 0
TERRAFORM PWR INC CL A COM 88104R100 8,217 266,105 SH   SOLE   266,105 0 0
TERRAFORM PWR INC CL A COM 88104R100 3,054 98,895 SH   OTR 1 0 98,895 0
TRANSOCEAN LTD PUT H8817H950 10,952 597,500 SH Put SOLE   0 0 0
TRANSOCEAN LTD PUT H8817H950 4,033 220,000 SH Put OTR 1 0 0 0
UNITED RENTALS INC PUT 911363959 4,080 40,000 SH Put SOLE   0 0 0
UNITED RENTALS INC PUT 911363959 1,020 10,000 SH Put OTR 1 0 0 0
VULCAN MATLS CO COM 929160109 4,075 62,000 SH   SOLE   62,000 0 0
VULCAN MATLS CO COM 929160109 1,512 23,000 SH   OTR 1 0 23,000 0
WESTLAKE CHEM CORP COM 960413102 3,672 60,100 SH   SOLE   60,100 0 0
WESTLAKE CHEM CORP COM 960413102 910 14,900 SH   OTR 1 0 14,900 0