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
ADVANCE AUTO PARTS INC COM 00751Y106 16,404 140,700 SH   SOLE   140,700 0 0
ALLIANT ENERGY CORP COM 018802108 27,578 686,543 SH   SOLE   686,543 0 0
AMEREN CORP COM 023608102 37,176 680,000 SH   SOLE   680,000 0 0
AMERICAN ELEC PWR INC COM 025537101 15,283 220,000 SH   SOLE   220,000 0 0
BURLINGTON STORES INC COM 122017106 16,797 182,598 SH   SOLE   182,598 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 35,944 430,000 SH   SOLE   430,000 0 0
ENTERGY CORP NEW COM 29364G103 37,010 482,093 SH   SOLE   482,093 0 0
GREAT PLAINS ENERGY INC COM 391164100 48,635 1,661,044 SH   SOLE   1,661,044 0 0
KROGER CO COM 501044101 11,660 500,000 SH   SOLE   500,000 0 0
PINNACLE WEST CAP CORP COM 723484101 95,180 1,117,664 SH   SOLE   1,117,664 0 0
PPL CORP COM 69351T106 54,047 1,398,000 SH   SOLE   1,398,000 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 24,731 575,000 SH   SOLE   575,000 0 0
SCANA CORP NEW COM 80589M102 23,105 344,800 SH   SOLE   344,800 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 51,644 940,000 SH   SOLE   940,000 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 27,427 306,000 SH   SOLE   306,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 170,904 2,632,534 SH   SOLE   2,632,534 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 8,144 200,000 SH   SOLE   200,000 0 0
WAL-MART STORES INC COM 931142103 113,520 1,500,000 SH   SOLE   1,500,000 0 0