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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
CALPINE CORP COM NEW 131347304 35,330 2,419,850 SH   SOLE   2,419,850 0 0
DYNEGY INC NEW DEL COM 26817R108 35,041 1,695,268 SH   SOLE   1,695,268 0 0
EXELON CORP COM 30161N101 29,700 1,000,000 SH Call SOLE   1,000,000 0 0
EXELON CORP COM 30161N101 27,475 925,100 SH   SOLE   925,100 0 0
FIRSTENERGY CORP COM 337932107 22,816 728,701 SH   SOLE   728,701 0 0
PPL CORP COM 69351T106 11,050 335,973 SH   SOLE   335,973 0 0
TALEN ENERGY CORP COM 87422J105 424 41,965 SH   SOLE   41,965 0 0
TRANSALTA CORP COM 89346D107 11,171 2,402,393 SH   SOLE   2,402,393 0 0