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
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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
ALLERGAN PLC SHS G0177J108 894,938 4,261,406 SH   SOLE N/A 4,261,406 0 0
ALLSTATE CORP COM 020002101 192,329 2,594,834 SH   SOLE N/A 2,594,834 0 0
ALPHABET INC CAP STK CL C 02079K107 372,789 483,000 SH   SOLE N/A 483,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 60,032 4,764,435 SH   SOLE N/A 4,764,435 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 60,387 1,293,367 SH   SOLE N/A 1,293,367 0 0
APPLE INC COM 037833100 52,119 450,000 SH   SOLE N/A 450,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 7,129 976,578 SH   SOLE N/A 976,578 0 0
ARCH COAL INC CL A 039380407 2,121 27,178 SH   SOLE N/A 27,178 0 0
ATLANTICA YIELD PLC SHS G0751N103 112,623 5,820,326 SH   SOLE N/A 5,820,326 0 0
BOSTON SCIENTIFIC CORP COM 101137107 11,897 550,000 SH   SOLE N/A 550,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 21,915 375,000 SH   SOLE N/A 375,000 0 0
CENTENE CORP DEL COM 15135B101 44,360 785,000 SH   SOLE N/A 785,000 0 0
CITIZENS FINL GROUP INC COM 174610105 100,824 2,829,750 SH   SOLE N/A 2,829,750 0 0
COMERICA INC COM 200340107 78,462 1,151,993 SH   SOLE N/A 1,151,993 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 11,707 238,000 SH   SOLE N/A 238,000 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 428,354 11,961,842 SH   SOLE N/A 11,961,842 0 0
FACEBOOK INC CL A 30303M102 251,079 2,182,350 SH   SOLE N/A 2,182,350 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 3,255 190,011 SH   SOLE N/A 190,011 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 7,315 236,951 SH   SOLE N/A 236,951 0 0
HAIN CELESTIAL GROUP INC COM 405217100 39,674 1,016,506 SH   SOLE N/A 1,016,506 0 0
HCA HOLDINGS INC COM 40412C101 84,771 1,145,250 SH   SOLE N/A 1,145,250 0 0
HUNTSMAN CORP COM 447011107 109,043 5,715,053 SH   SOLE N/A 5,715,053 0 0
KAYNE ANDERSON MLP INVT CO COM 486606106 15,295 781,173 SH   SOLE N/A 781,173 0 0
KENNAMETAL INC COM 489170100 31,561 1,009,638 SH   SOLE N/A 1,009,638 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 4 793,836 SH   SOLE N/A 793,836 0 0
KINDER MORGAN INC DEL COM 49456B101 84,145 4,062,996 SH   SOLE N/A 4,062,996 0 0
MCKESSON CORP COM 58155Q103 38,624 275,000 SH   SOLE N/A 275,000 0 0
MICRON TECHNOLOGY INC COM 595112103 71,240 3,250,000 SH   SOLE N/A 3,250,000 0 0
MOHAWK INDS INC COM 608190104 126,231 632,164 SH   SOLE N/A 632,164 0 0
MYLAN N V SHS EURO N59465109 124,941 3,275,000 SH   SOLE N/A 3,275,000 0 0
OWENS CORNING NEW COM 690742101 140,065 2,716,544 SH   SOLE N/A 2,716,544 0 0
PENNEY J C INC COM 708160106 42,214 5,079,886 SH   SOLE N/A 5,079,886 0 0
PFIZER INC COM 717081103 156,229 4,810,000 SH   SOLE N/A 4,810,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 228,186 1,950,973 SH   SOLE N/A 1,950,973 0 0
QUALCOMM INC COM 747525103 91,280 1,400,000 SH   SOLE N/A 1,400,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 105,404 7,340,137 SH   SOLE N/A 7,340,137 0 0
RIO TINTO PLC SPONSORED ADR 767204100 3,502 91,043 SH   SOLE N/A 91,043 0 0
SOUTHWEST AIRLS CO COM 844741108 59,330 1,190,402 SH   SOLE N/A 1,190,402 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,109 22,854 SH   SOLE N/A 22,854 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 223,530 1,000,000 SH Put SOLE N/A 1,000,000 0 0
SUMMIT MATLS INC CL A 86614U100 40,312 1,694,487 SH   SOLE N/A 1,694,487 0 0
TECK RESOURCES LTD CL B 878742204 19,730 985,007 SH   SOLE N/A 985,007 0 0
TEMPUR SEALY INTL INC COM 88023U101 79,218 1,160,199 SH   SOLE N/A 1,160,199 0 0
TERRAFORM GLOBAL INC CL A 88104M101 15,198 3,847,657 SH   SOLE N/A 3,847,657 0 0
TERRAFORM PWR INC CL A COM 88104R100 111,559 8,708,708 SH   SOLE N/A 8,708,708 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 183,171 5,053,000 SH   SOLE N/A 5,053,000 0 0
UNITED CONTL HLDGS INC COM 910047109 11,661 160,000 SH   SOLE N/A 160,000 0 0
UNITED RENTALS INC COM 911363109 69,351 656,862 SH   SOLE N/A 656,862 0 0
UNITED STATES STL CORP NEW COM 912909108 11,884 360,000 SH   SOLE N/A 360,000 0 0
WESTERN DIGITAL CORP COM 958102105 76,104 1,120,000 SH   SOLE N/A 1,120,000 0 0
WHIRLPOOL CORP COM 963320106 103,052 566,936 SH   SOLE N/A 566,936 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 360,802 9,487,301 SH   SOLE N/A 9,487,301 0 0
WMIH CORP COM 92936P100 11,780 7,600,000 SH   SOLE N/A 7,600,000 0 0
YAHOO INC COM 984332106 52,205 1,350,000 SH   SOLE N/A 1,350,000 0 0