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
AK STL HLDG CORP COM 001547108 3,842 534,327 SH   SOLE N/A 534,327 0 0
ALLERGAN PLC SHS G0177J108 701,737 2,937,121 SH   SOLE N/A 2,937,121 0 0
ALLSTATE CORP COM 020002101 151,262 1,856,203 SH   SOLE N/A 1,856,203 0 0
ALPHABET INC CAP STK CL C 02079K107 394,041 475,000 SH   SOLE N/A 475,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 26,800 2,108,582 SH   SOLE N/A 2,108,582 0 0
APPLE INC COM 037833100 43,098 300,000 SH   SOLE N/A 300,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 41,629 4,985,456 SH   SOLE N/A 4,985,456 0 0
ATLANTICA YIELD PLC SHS G0751N103 108,780 5,189,866 SH   SOLE N/A 5,189,866 0 0
BANK AMER CORP COM 060505104 207,183 8,782,641 SH   SOLE N/A 8,782,641 0 0
BOSTON SCIENTIFIC CORP COM 101137107 83,066 3,340,000 SH   SOLE N/A 3,340,000 0 0
CBS CORP NEW CL B 124857202 72,438 1,044,381 SH   SOLE N/A 1,044,381 0 0
CENTENE CORP DEL COM 15135B101 83,702 1,174,597 SH   SOLE N/A 1,174,597 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 42,481 129,784 SH   SOLE N/A 129,784 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 29,368 639,000 SH   SOLE N/A 639,000 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 436,846 11,961,842 SH   SOLE N/A 11,961,842 0 0
FACEBOOK INC CL A 30303M102 270,939 1,907,350 SH   SOLE N/A 1,907,350 0 0
GENERAL MTRS CO COM 37045V100 183,210 5,181,277 SH   SOLE N/A 5,181,277 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 2,734 75,951 SH   SOLE N/A 75,951 0 0
HAIN CELESTIAL GROUP INC COM 405217100 28,799 774,169 SH   SOLE N/A 774,169 0 0
HCA HOLDINGS INC COM 40412C101 43,401 487,711 SH   SOLE N/A 487,711 0 0
HUNTSMAN CORP COM 447011107 136,574 5,565,360 SH   SOLE N/A 5,565,360 0 0
KAYNE ANDERSON MLP INVT CO COM 486606106 13,482 641,989 SH   SOLE N/A 641,989 0 0
KENNAMETAL INC COM 489170100 39,456 1,005,758 SH   SOLE N/A 1,005,758 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 2 793,836 SH   SOLE N/A 793,836 0 0
KINDER MORGAN INC DEL COM 49456B101 114,526 5,267,996 SH   SOLE N/A 5,267,996 0 0
MCKESSON CORP COM 58155Q103 14,826 100,000 SH   SOLE N/A 100,000 0 0
MICRON TECHNOLOGY INC COM 595112103 193,341 6,690,000 SH   SOLE N/A 6,690,000 0 0
MOHAWK INDS INC COM 608190104 129,340 563,596 SH   SOLE N/A 563,596 0 0
MYLAN N V SHS EURO N59465109 74,081 1,900,000 SH   SOLE N/A 1,900,000 0 0
NUCOR CORP COM 670346105 32,411 542,714 SH   SOLE N/A 542,714 0 0
OWENS CORNING NEW COM 690742101 160,206 2,610,486 SH   SOLE N/A 2,610,486 0 0
PFIZER INC COM 717081103 103,348 3,021,000 SH   SOLE N/A 3,021,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 234,585 1,950,973 SH   SOLE N/A 1,950,973 0 0
REGIONS FINL CORP NEW COM 7591EP100 128,032 8,811,564 SH   SOLE N/A 8,811,564 0 0
RIO TINTO PLC SPONSORED ADR 767204100 16,074 395,143 SH   SOLE N/A 395,143 0 0
SNAP INC CL A 83304A106 2,253 100,000 SH   SOLE N/A 100,000 0 0
SOUTHWEST AIRLS CO COM 844741108 166,015 3,088,076 SH   SOLE N/A 3,088,076 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 353,610 1,500,000 SH Call SOLE N/A 1,500,000 0 0
SUMMIT MATLS INC CL A 86614U100 63,419 2,566,546 SH   SOLE N/A 2,566,546 0 0
SYMANTEC CORP COM 871503108 47,554 1,550,000 SH   SOLE N/A 1,550,000 0 0
TERRAFORM GLOBAL INC CL A 88104M101 18,469 3,847,657 SH   SOLE N/A 3,847,657 0 0
TERRAFORM PWR INC CL A COM 88104R100 107,727 8,708,708 SH   SOLE N/A 8,708,708 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 69,796 2,175,000 SH   SOLE N/A 2,175,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 24,576 160,000 SH   SOLE N/A 160,000 0 0
UNITED CONTL HLDGS INC COM 910047109 25,756 364,615 SH   SOLE N/A 364,615 0 0
UNITED RENTALS INC COM 911363109 87,925 703,117 SH   SOLE N/A 703,117 0 0
UNITED STATES STL CORP NEW COM 912909108 15,327 453,339 SH   SOLE N/A 453,339 0 0
UNITEDHEALTH GROUP INC COM 91324P102 49,203 300,000 SH   SOLE N/A 300,000 0 0
WESTERN DIGITAL CORP COM 958102105 107,289 1,300,000 SH   SOLE N/A 1,300,000 0 0
WHIRLPOOL CORP COM 963320106 82,570 481,938 SH   SOLE N/A 481,938 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 406,932 9,966,502 SH   SOLE N/A 9,966,502 0 0
WMIH CORP COM 92936P100 11,020 7,600,000 SH   SOLE N/A 7,600,000 0 0
YAHOO INC COM 984332106 102,102 2,200,000 SH   SOLE N/A 2,200,000 0 0