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
ANADARKO PETE CORP COM 032511107 14,019 138,201 SH   SOLE   138,201 0 0
ATWOOD OCEANICS INC COM 050095108 4,806 110,000 SH Put SOLE   110,000 0 0
CANADIAN SOLAR INC COM 136635109 14,385 402,143 SH   SOLE   402,143 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 29,465 4,783,313 SH   SOLE   4,783,313 0 0
DORIAN LPG LTD SHS USD Y2106R110 36,650 2,056,674 SH   SOLE   2,056,674 0 0
ENSCO PLC SHS CLASS A G3157S106 12,393 300,000 SH Put SOLE   300,000 0 0
EXELON CORP COM 30161N101 20,659 606,000 SH   SOLE   606,000 0 0
FIRST SOLAR INC COM 336433107 17,401 264,411 SH   SOLE   264,411 0 0
HOEGH LNG PARTNERS LP COM UNIT LTD Y3262R100 24,030 1,048,900 SH   SOLE   1,048,900 0 0
MASTEC INC COM 576323109 11,668 381,050 SH   SOLE   381,050 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 18,969 699,700 SH   SOLE   699,700 0 0
NAVIOS MARITIME ACQUIS CORP SHS Y62159101 6,136 2,264,030 SH   SOLE   2,264,030 0 0
NORDIC AMERN OFFSHORE LTD SHS Y6366T112 10,549 598,670 SH   SOLE   598,670 0 0
PARAGON SHIPPING INC CL A NEW 69913R408 3,869 969,621 SH   SOLE   969,621 0 0
SHIP FINANCE INTERNATIONAL L SHS G81075106 24,917 1,472,608 SH   SOLE   1,472,608 0 0
TRANSOCEAN LTD REG SHS H8817H100 23,450 733,500 SH Put SOLE   733,500 0 0