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 |
| ADVANCED EMISSIONS SOLUTS IN | COM | 00770C101 | 7,615 | 332,096 | SH | SOLE | 332,096 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 7,023 | 54,600 | SH | SOLE | 54,600 | 0 | 0 | ||
| ALLETE INC | COM NEW | 018522300 | 1,104 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
| AQUA AMERICA INC | COM | 03836W103 | 393 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| ARCH COAL INC | COM | 039380100 | 174 | 47,700 | SH | Call | SOLE | 47,700 | 0 | 0 | |
| CAL DIVE INTL INC DEL | COM | 12802T101 | 376 | 284,592 | SH | SOLE | 284,592 | 0 | 0 | ||
| CLECO CORP NEW | COM | 12561W105 | 707 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| CMS ENERGY CORP | COM | 125896100 | 639 | 20,500 | SH | SOLE | 20,500 | 0 | 0 | ||
| CRESTWOOD EQUITY PARTNERS LP | UNT LTD PARTNER | 226344109 | 2,625 | 176,500 | SH | Call | SOLE | 176,500 | 0 | 0 | |
| CST BRANDS INC | COM | 12646R105 | 4,521 | 131,054 | SH | SOLE | 131,054 | 0 | 0 | ||
| DOMINION RES INC VA NEW | COM | 25746U109 | 679 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 2,144 | 22,741 | SH | SOLE | 22,741 | 0 | 0 | ||
| ENLINK MIDSTREAM LLC | COM UNIT REP LTD | 29336T100 | 7,524 | 180,611 | SH | SOLE | 180,611 | 0 | 0 | ||
| FOREST OIL CORP | COM PAR $0.01 | 346091705 | 915 | 401,167 | SH | SOLE | 401,167 | 0 | 0 | ||
| FOREST OIL CORP | COM PAR $0.01 | 346091705 | 1,003 | 440,000 | SH | Call | SOLE | 440,000 | 0 | 0 | |
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 12,296 | 114,367 | SH | SOLE | 114,367 | 0 | 0 | ||
| KIRBY CORP | COM | 497266106 | 652 | 5,567 | SH | SOLE | 5,567 | 0 | 0 | ||
| LACLEDE GROUP INC | COM | 505597104 | 246 | 5,075 | SH | SOLE | 5,075 | 0 | 0 | ||
| MGE ENERGY INC | COM | 55277P104 | 474 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| NEWPARK RES INC | COM PAR $.01 NEW | 651718504 | 461 | 36,970 | SH | SOLE | 36,970 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 13,704 | 133,726 | SH | SOLE | 133,726 | 0 | 0 | ||
| NISOURCE INC | COM | 65473P105 | 13,869 | 352,537 | SH | SOLE | 352,537 | 0 | 0 | ||
| NISOURCE INC | COM | 65473P105 | 3,934 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 1,213 | 32,617 | SH | SOLE | 32,617 | 0 | 0 | ||
| OTTER TAIL CORP | COM | 689648103 | 576 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| PINNACLE WEST CAP CORP | COM | 723484101 | 636 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 1,146 | 40,883 | SH | SOLE | 40,883 | 0 | 0 | ||
| PNM RES INC | COM | 69349H107 | 616 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| SEMGROUP CORP | CLA | 81663A105 | 16,093 | 204,094 | SH | SOLE | 204,094 | 0 | 0 | ||
| SEMPRA ENERGY | COM | 816851109 | 11,782 | 112,519 | SH | SOLE | 112,519 | 0 | 0 | ||
| SJW CORP | COM | 784305104 | 391 | 14,376 | SH | SOLE | 14,376 | 0 | 0 | ||
| SOUTHWEST GAS CORP | COM | 844895102 | 528 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 8,306 | 79,311 | SH | SOLE | 79,311 | 0 | 0 | ||
| WESTLAKE CHEM CORP | COM | 960413102 | 9,653 | 115,243 | SH | SOLE | 115,243 | 0 | 0 | ||
| WGL HLDGS INC | COM | 92924F106 | 431 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 1,183 | 41,344 | SH | SOLE | 41,344 | 0 | 0 | ||