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 |
| ABENGOA YIELD PLC | ORD SHS | G00349103 | 5,673 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ANTERO RES CORP | COM | 03674X106 | 64,580 | 984,000 | SH | SOLE | 984,000 | 0 | 0 | ||
| ATHLON ENERGY INC | COM | 047477104 | 15,646 | 328,000 | SH | SOLE | 328,000 | 0 | 0 | ||
| ATLAS ENERGY LP | COM UNITS LP | 04930A104 | 22,440 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| ATLAS PIPELINE PARTNERS LP | UNIT L P INT | 049392103 | 17,200 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| CABOT OIL & GAS CORP | COM | 127097103 | 3,209 | 94,000 | SH | SOLE | 94,000 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 6,828 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| CALPINE CORP | COM NEW | 131347304 | 23,810 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CLECO CORP NEW | COM | 12561W105 | 15,445 | 262,004 | SH | SOLE | 262,004 | 0 | 0 | ||
| CONSOLIDATED EDISON INC | COM | 209115104 | 14,435 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| DELEK US HLDGS INC | COM | 246647101 | 11,898 | 421,473 | SH | SOLE | 421,473 | 0 | 0 | ||
| DOMINION RES INC VA NEW | COM | 25746U109 | 41,124 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| DOMINION RES INC VA NEW | COM | 25746U109 | 17,880 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| DOMINION RES INC VA NEW | UNIT 04/01/2013 | 25746U703 | 3,355 | 58,200 | SH | SOLE | 58,200 | 0 | 0 | ||
| DYNAGAS LNG PARTNERS LP | COM UNIT LTD PT | Y2188B108 | 28,494 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
| EDISON INTL | COM | 281020107 | 13,075 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| EMERALD OIL INC | COM NEW | 29101U209 | 12,278 | 1,605,000 | SH | SOLE | 1,605,000 | 0 | 0 | ||
| ENLINK MIDSTREAM LLC | COM UNIT REP LTD | 29336T100 | 14,060 | 337,500 | SH | SOLE | 337,500 | 0 | 0 | ||
| EXELON CORP | COM | 30161N101 | 109,922 | 3,013,200 | SH | SOLE | 3,013,200 | 0 | 0 | ||
| GULFPORT ENERGY CORP | COM NEW | 402635304 | 10,990 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| GULFPORT ENERGY CORP | COM NEW | 402635304 | 6,280 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| ISHARES | MSCI BRZ CAP ETF | 464286400 | 9,556 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| ITC HLDGS CORP | COM | 465685105 | 37,757 | 1,035,000 | SH | SOLE | 1,035,000 | 0 | 0 | ||
| LACLEDE GROUP INC | COM | 505597104 | 53,735 | 1,106,793 | SH | SOLE | 1,106,793 | 0 | 0 | ||
| MEMORIAL RESOURCE DEV CORP | COM | 58605Q109 | 46,284 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
| NEXTERA ENERGY INC | UNIT 09/01/2015 | 65339F887 | 6,935 | 106,702 | SH | SOLE | 106,702 | 0 | 0 | ||
| NISOURCE INC | COM | 65473P105 | 61,418 | 1,561,200 | SH | SOLE | 1,561,200 | 0 | 0 | ||
| NORTHEAST UTILS | COM | 664397106 | 44,907 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| OGE ENERGY CORP | COM | 670837103 | 19,540 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PARSLEY ENERGY INC | CL A | 701877102 | 51,256 | 2,129,457 | SH | SOLE | 2,129,457 | 0 | 0 | ||
| PATTERN ENERGY GROUP INC | CL A | 70338P100 | 31,024 | 936,990 | SH | SOLE | 936,990 | 0 | 0 | ||
| PDC ENERGY INC | COM | 69327R101 | 4,736 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| PENN VA CORP | COM | 707882106 | 1,695 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PENN VA CORP | COM | 707882106 | 3,390 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| PG&E CORP | COM | 69331C108 | 2,824 | 58,800 | SH | Call | SOLE | 58,800 | 0 | 0 | |
| PG&E CORP | COM | 69331C108 | 24,010 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PPL CORP | COM | 69351T106 | 29,312 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| SEADRILL PARTNERS LLC | COMUNIT REP LB | Y7545W109 | 9,931 | 299,500 | SH | SOLE | 299,500 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-ENERGY | 81369Y506 | 12,513 | 125,000 | SH | Call | SOLE | 125,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 4,426 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| SEMGROUP CORP | CL A | 81663A105 | 105,659 | 1,340,000 | SH | SOLE | 1,340,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 133,090 | 680,000 | SH | Call | SOLE | 680,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P OILGAS EXP | 78464A730 | 10,285 | 125,000 | SH | Put | SOLE | 125,000 | 0 | 0 | |
| SPECTRA ENERGY CORP | COM | 847560109 | 4,248 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| SUNEDISON INC | COM | 86732Y109 | 7,851 | 347,400 | SH | SOLE | 347,400 | 0 | 0 | ||
| TARGA RES CORP | COM | 87612G101 | 68,095 | 487,894 | SH | SOLE | 487,894 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 4,020 | 123,000 | SH | Call | SOLE | 123,000 | 0 | 0 | |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 9,805 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||