The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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 5,313 110,000 SH   SOLE 110,000 0 0
AMEREN CORP COM 023608102 28,743 825,000 SH   SOLE 825,000 0 0
AMERICAN ELEC PWR INC COM 025537101 61,774 1,425,000 SH   SOLE 1,425,000 0 0
BALTIC TRADING LIMITED COM Y0553W103 3,668 750,000 SH   SOLE 750,000 0 0
CALPINE CORP COM NEW 131347304 22,830 1,175,000 SH   SOLE 1,175,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 13,656 400,000 SH   SOLE 400,000 0 0
CMS ENERGY CORP COM 125896100 12,502 475,000 SH   SOLE 475,000 0 0
COMPANHIA ENERGETICA DE MINA SP ADR N-V PFD 204409601 10,368 1,200,000 SH   SOLE 1,200,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 19,496 457,230 SH   SOLE 457,230 0 0
DOMINION RES INC VA NEW COM 25746U109 21,431 343,000 SH Call SOLE 343,000 0 0
DOMINION RES INC VA NEW UNIT 04/01/2013 25746U703 3,417 64,000 SH   SOLE 64,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 15,860 237,500 SH   SOLE 237,500 0 0
EMERALD OIL INC COM NEW 29101U209 10,876 1,512,624 SH   SOLE 1,512,624 0 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 19,427 675,000 SH   SOLE 675,000 0 0
ENERSIS S A SPONSORED ADR 29274F104 3,614 225,000 SH   SOLE 225,000 0 0
FIRSTENERGY CORP COM 337932107 5,468 150,000 SH   SOLE 150,000 0 0
FRANKS INTL N V COM N33462107 12,990 434,000 SH   SOLE 434,000 0 0
GAS NAT INC COM 367204104 2,793 273,780 SH   SOLE 273,780 0 0
GREAT PLAINS ENERGY INC COM 391164100 4,440 200,000 SH   SOLE 200,000 0 0
ISHARES MSCI BRZ CAP ETF 464286400 4,791 100,000 SH Call SOLE 100,000 0 0
KINDER MORGAN MANAGEMENT LLC SHS 49455U100 9,108 121,500 SH   SOLE 121,500 0 0
KINDER MORGAN MANAGEMENT LLC SHS 49455U100 4,438 59,200 SH Call SOLE 59,200 0 0
KOSMOS ENERGY LTD SHS G5315B107 9,957 968,608 SH   SOLE 968,608 0 0
KOSMOS ENERGY LTD SHS G5315B107 1,028 100,000 SH Call SOLE 100,000 0 0
MARKET VECTORS ETF TR OIL SVCS ETF 57060U191 942 20,000 SH Call SOLE 20,000 0 0
NEXTERA ENERGY INC UNIT 09/01/2015 65339F887 4,940 90,402 SH   SOLE 90,402 0 0
NISOURCE INC COM 65473P105 15,136 490,000 SH   SOLE 490,000 0 0
NORTHEAST UTILS COM 664397106 35,063 850,000 SH   SOLE 850,000 0 0
NORTHWESTERN CORP COM NEW 668074305 4,492 100,000 SH   SOLE 100,000 0 0
PDC ENERGY INC COM 69327R101 12,652 212,500 SH   SOLE 212,500 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 10,586 375,000 SH   SOLE 375,000 0 0
RESOLUTE ENERGY CORP COM 76116A108 566 67,762 SH   SOLE 67,762 0 0
SANDRIDGE ENERGY INC COM 80007P307 6,141 1,048,000 SH   SOLE 1,048,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 17,436 466,600 SH Call SOLE 466,600 0 0
SEMPRA ENERGY COM 816851109 43,656 510,000 SH   SOLE 510,000 0 0
SUNEDISON INC COM 86732Y109 8,121 1,018,900 SH   SOLE 1,018,900 0 0
WESTAR ENERGY INC COM 95709T100 49,040 1,600,000 SH   SOLE 1,600,000 0 0