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 |
| AIRGAS INC | COM | 009363102 | 65,702 | 475,000 | SH | SOLE | 1, 2 | 475,000 | 0 | 0 | |
| CAMERON INTERNATIONAL CORP | COM | 13342B105 | 46,120 | 729,751 | SH | SOLE | 1, 2 | 729,751 | 0 | 0 | |
| CLECO CORP NEW | COM | 12561W105 | 20,884 | 400,000 | SH | SOLE | 1, 2 | 400,000 | 0 | 0 | |
| KEURIG GREEN MTN INC COM | COM | 49271M100 | 49,489 | 550,000 | SH | SOLE | 1, 2 | 550,000 | 0 | 0 | |
| PEPCO HOLDINGS INC COM | COM | 713291102 | 24,898 | 957,228 | SH | SOLE | 1, 2 | 957,228 | 0 | 0 | |
| SANDISK CORP | COM | 80004C101 | 46,196 | 607,925 | SH | SOLE | 1, 2 | 607,925 | 0 | 0 | |
| SOLERA HOLDINGS INC COM | COM | 83421A104 | 27,415 | 500,000 | SH | SOLE | 1, 2 | 500,000 | 0 | 0 | |
| VIVINT SOLAR INC | COM | 92854Q106 | 16,126 | 1,686,771 | SH | SOLE | 1, 2 | 1,686,771 | 0 | 0 | |
| YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 42,320 | 1,559,883 | SH | SOLE | 1, 2 | 1,559,883 | 0 | 0 | |