The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AMERICAN ELEC PWR INC | COM | 025537101 | 11,333 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| CALLON PETE CO DEL | COM | 13123X102 | 15,139 | 985,000 | SH | SOLE | 985,000 | 0 | 0 | ||
| CMS ENERGY CORP | COM | 125896100 | 12,486 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CONTINENTAL RESOURCES INC | COM | 212015101 | 25,770 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 2,527 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| DOMINION RES INC VA NEW | COM | 25746U109 | 16,084 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 42,691 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| ENTERGY CORP NEW | COM | 29364G103 | 92,527 | 1,259,388 | SH | SOLE | 1,259,388 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 9,837 | 97,300 | SH | SOLE | 97,300 | 0 | 0 | ||
| EVERSOURCE ENERGY | COM | 30040W108 | 1,933 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| EXELON CORP | COM | 30161N101 | 9,582 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 52,080 | 577,000 | SH | SOLE | 577,000 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 40,703 | 340,723 | SH | SOLE | 340,723 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 11,136 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| OCCIDENTAL PETE CORP DEL | COM | 674599105 | 121,233 | 1,702,000 | SH | SOLE | 1,702,000 | 0 | 0 | ||
| ONEOK INC NEW | COM | 682680103 | 2,871 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 27,347 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| PINNACLE WEST CAP CORP | COM | 723484101 | 105,681 | 1,354,364 | SH | SOLE | 1,354,364 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 9,652 | 53,600 | SH | SOLE | 53,600 | 0 | 0 | ||
| PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | 11,848 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 9,210 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 | 19,731 | 397,000 | SH | SOLE | 397,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 38,950 | 478,500 | SH | SOLE | 478,500 | 0 | 0 | ||
| SPDR DOW JONES INDL AVRG ETF | UT SER 1 | 78467X109 | 4,938 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 41,316 | 545,000 | SH | SOLE | 545,000 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 12,747 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||