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
ALPHABET INC Com 02079K305 2,377 3,000 SH   SOLE   3,000 0 0
AMAG PHARMACEUTICALS Com 00163U106 2,534 72,813 SH   SOLE   72,813 0 0
APACHE CORP Com 037411105 635 10,000 SH   SOLE   10,000 0 0
CF INDS HLDGS INC Com 125269100 4,723 150,018 SH   SOLE   150,018 0 0
CENOVUS ENERGY INC Com 15135U109 439 29,000 SH   SOLE   29,000 0 0
CENTENE CORP Com 15135B101 283 5,000 SH   SOLE   5,000 0 0
CITIGROUP Com 172967424 1,307 22,000 SH   SOLE   22,000 0 0
COMMUNITY HEALTH SYSTEMS INC Com 203668108 480 85,925 SH   SOLE   85,925 0 0
CONTINENTAL RESEOURCES INC Com 212015101 871 16,909 SH   SOLE   16,909 0 0
CVR PARTNERS LP Com 126633106 2,762 459,622 SH   SOLE   459,622 0 0
DELTA AIRLINES INC Com 247361702 1,476 30,000 SH   SOLE   30,000 0 0
DEUTSHE BANK Com 009992499 724 40,000 SH   SOLE   40,000 0 0
DYNEGY INC DELAWARE Com 26817R108 729 86,144 SH   SOLE   86,144 0 0
HOLLYFRONTIER CORP Com 436106108 131 4,000 SH   SOLE   4,000 0 0
INTEL CORP Com 458140100 1,821 50,200 SH   SOLE   50,200 0 0
JETBLUE AIRWAYS CORPORATION Com 477143101 1,234 55,050 SH   SOLE   55,050 0 0
LyondellBasell Industries NV Ordinary Sh Com 050828824 4,292 50,039 SH   SOLE   50,039 0 0
MARATHON PETROLEUM CORP Com 56585A102 252 5,000 SH   SOLE   5,000 0 0
MICRON TECHNOLOGY INC Com 595112103 17,974 820,000 SH   SOLE   820,000 0 0
MICROSOFT CORP Com 594918104 2,486 40,000 SH   SOLE   40,000 0 0
MOHAWK INDUSTRIES INC Com 608190104 998 5,000 SH   SOLE   5,000 0 0
MONSANTO CO Com 61166W101 316 3,000 SH   SOLE   3,000 0 0
MYLAN NV Com 010235618 534 14,000 SH   SOLE   14,000 0 0
NRG YIELD INC - CLASS C SHS CL C 62942X405 4,583 290,046 SH   SOLE   290,046 0 0
OCCIDENTAL PETROLEUM CORP Com 674599105 570 8,000 SH   SOLE   8,000 0 0
OCH-ZIFF CAPITAL MANAGEMENT Com 67551U105 187 56,400 SH   SOLE   56,400 0 0
OCI PARTNERS LP Com 67091N108 660 79,005 SH   SOLE   79,005 0 0
PBF ENERGY INC Com 69318G106 754 27,032 SH   SOLE   27,032 0 0
PATTERN ENERGY GROUP INC Com 70338P100 3,225 169,840 SH   SOLE   169,840 0 0
RITE AID CORP Com 767754104 6,577 798,200 SH   SOLE   798,200 0 0
ROYAL DUTCH SHELL PLC-ADR Com 780259206 544 10,000 SH   SOLE   10,000 0 0
STATOIL ASA-SPON ADR Com 780259206 547 30,000 SH   SOLE   30,000 0 0
SUMMIT MIDSTREAMPARTNERS LP Com 866142102 350 13,900 SH   SOLE   13,900 0 0
SUNCOR ENERGY INC Com 867224107 1,062 32,483 SH   SOLE   32,483 0 0
TRINSEO Com 011490891 297 5,000 SH   SOLE   5,000 0 0
TRONOX LTD ORD SHS CL A SHS CL A Q9235V101 6,702 650,000 SH   SOLE   650,000 0 0
VALERO ENERGY CORP Com 91913Y100 342 5,000 SH   SOLE   5,000 0 0
VIMPELCOM LTD-SPON ADR Com 92719A106 193 50,000 SH   SOLE   50,000 0 0
UNITED CONTINENTAL HOLDINGS INC Com 910047109 481 56,000 SH   SOLE   56,000 0 0
OWENS CORNING INC Com 690742101 754 14,628 SH   SOLE   14,628 0 0
WHITING PETE CORP Com 966387102 841 70,000 SH   SOLE   70,000 0 0
U S G CORP Com 903293405 260 9,000 SH   SOLE   9,000 0 0