13F-HR 1 p13-1202form13fhr.txt LONGBOW CAPITAL PARTNERS, L.P. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2013 ---------------------------- Check here if Amendment [ ]; Amendment Number: ----- This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Longbow Capital Partners, L.P. -------------------------------------------------- Address: 598 Madison Avenue -------------------------------------------------- New York, New York 10022 -------------------------------------------------- -------------------------------------------------- Form 13F File Number: 028-11083 ------------------ The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Thomas M. Fitzgerald III -------------------------------------------------- Title: Managing Member -------------------------------------------------- Phone: (212) 245-3700 -------------------------------------------------- Signature, Place, and Date of Signing: /s/ Thomas M. Fitzgerald III New York, New York 5/15/13 ----------------------------- ------------------- ---------------- [Signature] [City, State] [Date] Note: The information provided herein with respect to Warrants is based on (i) the number of Warrants held by the Reporting Manager as of March 31, 2013 and (ii) the price of such Warrants as reported by Bloomberg as of March 31, 2013. Report Type (Check only one): [ X ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ------------- Form 13F Information Table Entry Total: 44 ------------- Form 13F Information Table Value Total: 230,965 ------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. 13F File Number Name NONE
FORM 13F INFORMATION TABLE 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 MANAGERS SOLE SHARED NONE ------------------------ ---------------- --------- -------- -------- --- ---- ---------- -------- ------- ------ ---- ADA ES INC COM 005208103 8,833 332,440 SH SOLE 332,440 0 0 AMEREN CORP COM 023608102 6,619 189,000 SH SOLE 189,000 0 0 CALGON CARBON CORP COM 129603106 1,810 100,000 SH CALL SOLE 100,000 0 0 CALPINE CORP COM NEW 131347304 9,083 440,900 SH SOLE 440,900 0 0 CANADIAN PAC RY LTD COM 13645T100 13,710 105,079 SH SOLE 105,079 0 0 CHENIERE ENERGY INC COM NEW 16411R208 6,536 233,441 SH SOLE 233,441 0 0 CHENIERE ENERGY INC CALL 16411R208 5,494 196,200 SH CALL SOLE 196,200 0 0 CMS ENERGY CORP COM 125896100 2,501 89,500 SH SOLE 89,500 0 0 CROSSTEX ENERGY INC COM 22765Y104 9,686 502,894 SH SOLE 502,894 0 0 DOMINION RES INC VA NEW COM 25746U109 12,761 219,334 SH SOLE 219,334 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 798 11,000 SH SOLE 11,000 0 0 EMPIRE DIST ELEC CO COM 291641108 1,277 57,000 SH SOLE 57,000 0 0 ENERGEN CORP COM 29265N108 771 14,832 SH SOLE 14,832 0 0 FOREST OIL CORP COM PAR $0.01 346091705 2,104 400,000 SH CALL SOLE 400,000 0 0 GREAT PLAINS ENERGY INC COM 391164100 1,577 68,000 SH SOLE 68,000 0 0 HAWAIIAN ELEC INDUSTRIES COM 419870100 4,129 149,000 SH SOLE 149,000 0 0 HERCULES OFFSHORE INC COM 427093109 1,891 254,858 SH SOLE 254,858 0 0 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 2,970 65,300 SH PUT SOLE 65,300 0 0 KIOR INC CL A 497217109 571 122,708 SH SOLE 122,708 0 0 KIRBY CORP COM 497266106 12,484 162,550 SH SOLE 162,550 0 0 MANITOWOC INC COM 563571108 3,800 184,826 SH SOLE 184,826 0 0 MARATHON PETE CORP COM 56585A102 5,719 63,825 SH SOLE 63,825 0 0 MIDDLESEX WATER CO COM 596680108 527 27,000 SH SOLE 27,000 0 0 NEW JERSEY RES COM 646025106 583 13,000 SH SOLE 13,000 0 0 NEXTERA ENERGY INC COM 65339F101 1,709 22,000 SH SOLE 22,000 0 0 NISOURCE INC COM 65473P105 4,724 161,000 SH SOLE 161,000 0 0 NORTHEAST UTILS COM 664397106 5,085 117,000 SH SOLE 117,000 0 0 NORTHWESTERN CORP COM NEW 668074305 5,002 125,500 SH SOLE 125,500 0 0 NRG ENERGY INC COM NEW 629377508 530 20,000 SH SOLE 20,000 0 0 PHILLIPS 66 COM 718546104 14,226 203,322 SH SOLE 203,322 0 0 PIEDMONT NAT GAS INC COM 720186105 878 26,700 SH SOLE 26,700 0 0 PPL CORP COM 69351T106 2,098 67,000 SH SOLE 67,000 0 0 RITCHIE BROS AUCTIONEERS COM 767744105 1,085 50,000 SH PUT SOLE 50,000 0 0 ROCKWOOD HLDGS INC COM 774415103 18,115 276,814 SH SOLE 276,814 0 0 SEMGROUP CORP CL A 81663A105 13,389 258,884 SH SOLE 258,884 0 0 SEMGROUP CORP *W EXP 11/30/201 81663A113 517 10,000 SH CALL SOLE 10,000 0 0 SEMPRA ENERGY COM 816851109 17,708 221,513 SH SOLE 221,513 0 0 SOUTHWEST GAS CORP COM 844895102 2,482 52,300 SH SOLE 52,300 0 0 SPECTRA ENERGY CORP COM 847560109 5,261 171,100 SH SOLE 171,100 0 0 TRONOX LTD SHS CL A Q9235V101 168 8,500 SH SOLE 8,500 0 0 TRONOX LTD SHS CL A Q9235V101 991 50,000 SH CALL SOLE 50,000 0 0 UGI CORP NEW COM 902681105 2,534 66,000 SH SOLE 66,000 0 0 UNITED RENTALS INC COM 911363109 2,937 53,424 SH SOLE 53,424 0 0 WESTLAKE CHEM CORP COM 960413102 15,292 163,555 SH SOLE 163,555 0 0