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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
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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
ALLETE INC COM NEW 018522300 2,494 50,000 SH   SOLE   50,000 0 0
AMEREN CORP COM 023608102 9,944 275,000 SH   SOLE   275,000 0 0
AMERICAN ELEC PWR INC COM 025537101 36,051 771,300 SH   SOLE   771,300 0 0
CALPINE CORP COM NEW 131347304 7,059 361,800 SH   SOLE   361,800 0 0
CHENIERE ENERGY INC COM NEW 16411R208 40,464 938,400 SH   SOLE   938,400 0 0
CLECO CORP NEW COM 12561W105 4,662 100,000 SH   SOLE   100,000 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 9,818 1,260,300 SH   SOLE   1,260,300 0 0
DIAMONDBACK ENERGY INC COM 25278X109 23,712 448,400 SH   SOLE   448,400 0 0
DOMINION RES INC VA NEW UNIT 04/01/2013 25746U703 3,464 64,000 SH   SOLE   64,000 0 0
DTE ENERGY CO COM 233331107 6,639 100,000 SH   SOLE   100,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 17,377 251,800 SH   SOLE   251,800 0 0
DYNAGAS LNG PARTNERS LP COM UNIT LTD PT Y2188B108 26,351 1,168,563 SH   SOLE   1,168,563 0 0
EMERALD OIL INC COM NEW 29101U209 11,159 1,456,800 SH   SOLE   1,456,800 0 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 21,897 763,500 SH   SOLE   763,500 0 0
ENTERGY CORP NEW COM 29364G103 11,863 187,500 SH   SOLE   187,500 0 0
EXELON CORP COM 30161N101 4,793 175,000 SH   SOLE   175,000 0 0
GULFPORT ENERGY CORP COM NEW 402635304 20,486 324,500 SH   SOLE   324,500 0 0
ISHARES MSCI BRZ CAP ETF 464286400 119,519 2,675,000 SH Call SOLE   2,675,000 0 0
ISHARES SELECT DIVID ETF 464287168 42,025 589,000 SH Call SOLE   589,000 0 0
ITC HLDGS CORP COM 465685105 6,707 70,000 SH   SOLE   70,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 22,935 285,689 SH   SOLE   285,689 0 0
NEXTERA ENERGY INC UNIT 09/01/2015 65339F887 6,043 106,702 SH   SOLE   106,702 0 0
NEXTERA ENERGY INC COM 65339F101 62,936 735,065 SH   SOLE   735,065 0 0
NISOURCE INC COM 65473P105 20,943 636,950 SH   SOLE   636,950 0 0
NORTHEAST UTILS COM 664397106 42,390 1,000,000 SH   SOLE   1,000,000 0 0
ONEOK INC NEW COM 682680103 62,180 1,000,000 SH Call SOLE   1,000,000 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 9,093 300,000 SH   SOLE   300,000 0 0
PDC ENERGY INC COM 69327R101 13,475 253,200 SH   SOLE   253,200 0 0
PG&E CORP COM 69331C108 14,291 354,800 SH   SOLE   354,800 0 0
PIONEER NAT RES CO COM 723787107 2,761 15,000 SH   SOLE   15,000 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 26,770 1,000,000 SH   SOLE   1,000,000 0 0
PPL CORP COM 69351T106 13,164 437,500 SH   SOLE   437,500 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 10,410 324,900 SH   SOLE   324,900 0 0
SANDRIDGE ENERGY INC COM 80007P307 14,554 2,397,700 SH   SOLE   2,397,700 0 0
SUNEDISON INC COM 86732Y109 5,165 395,800 SH   SOLE   395,800 0 0
TARGA RES CORP COM 87612G101 14,328 162,500 SH   SOLE   162,500 0 0
WESTAR ENERGY INC COM 95709T100 44,600 1,386,400 SH   SOLE   1,386,400 0 0