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 |
| CANADIAN SOLAR INC | COM | 136635109 | 13,840 | 572,143 | SH | SOLE | 572,143 | 0 | 0 | ||
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 32,280 | 4,415,830 | SH | SOLE | 4,415,830 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 29,878 | 2,151,009 | SH | SOLE | 2,151,009 | 0 | 0 | ||
| DYNEGY INC NEW DEL | COM | 26817R108 | 15,369 | 506,400 | SH | SOLE | 506,400 | 0 | 0 | ||
| ENSCO PLC | SHS CLASS A | G3157S106 | 3,672 | 122,592 | SH | SOLE | 122,592 | 0 | 0 | ||
| ENSCO PLC | SHS CLASS A | G3157S106 | 8,985 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| EOG RES INC | COM | 26875P101 | 20,513 | 222,800 | SH | SOLE | 222,800 | 0 | 0 | ||
| EXELON CORP | COM | 30161N101 | 21,568 | 581,650 | SH | SOLE | 581,650 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 9,227 | 206,911 | SH | SOLE | 206,911 | 0 | 0 | ||
| HOEGH LNG PARTNERS LP | COM UNIT LTD | Y3262R100 | 25,399 | 1,230,575 | SH | SOLE | 1,230,575 | 0 | 0 | ||
| MEMORIAL RESOURCE DEV CORP | COM | 58605Q109 | 12,616 | 699,700 | SH | SOLE | 699,700 | 0 | 0 | ||
| NAVIOS MARITIME ACQUIS CORP | SHS | Y62159101 | 8,218 | 2,264,030 | SH | SOLE | 2,264,030 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 11,091 | 237,200 | SH | SOLE | 237,200 | 0 | 0 | ||
| PARAGON SHIPPING INC | CL A NEW | 69913R408 | 2,628 | 969,621 | SH | SOLE | 969,621 | 0 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 41,443 | 578,000 | SH | SOLE | 578,000 | 0 | 0 | ||
| SHIP FINANCE INTERNATIONAL L | SHS | G81075106 | 32,063 | 2,270,728 | SH | SOLE | 2,270,728 | 0 | 0 | ||
| SUNPOWER CORP | COM | 867652406 | 13,827 | 535,300 | SH | SOLE | 535,300 | 0 | 0 | ||
| TRANSOCEAN LTD | REG SHS | H8817H100 | 11,849 | 613,000 | SH | Put | SOLE | 613,000 | 0 | 0 | |
| TSAKOS ENERGY NAVIGATION LTD | SHS | G9108L108 | 529 | 75,799 | SH | SOLE | 75,799 | 0 | 0 | ||