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
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
ABENGOA YIELD PLC ORD SHS G00349103 20,572 609,006 SH   SOLE   609,006 0 0
AGCO CORP COM 001084102 4,764 100,000 SH Call SOLE   100,000 0 0
AGL RES INC COM 001204106 29,035 584,791 SH   SOLE   584,791 0 0
AGRIUM INC COM 008916108 2,826 27,100 SH   SOLE   27,100 0 0
AIR PRODS & CHEMS INC COM 009158106 21,317 140,913 SH   SOLE   140,913 0 0
ALBEMARLE CORP COM 012653101 3,583 67,800 SH   SOLE   67,800 0 0
ALPHA NATURAL RESOURCES INC COM 02076X102 1,405 1,405,000 SH   SOLE   1,405,000 0 0
AMEREN CORP COM 023608102 47,829 1,133,389 SH   SOLE   1,133,389 0 0
AMERICAN ELEC PWR INC COM 025537101 35,944 639,000 SH   SOLE   639,000 0 0
ANADARKO PETE CORP COM 032511107 10,682 129,000 SH   SOLE   129,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 13,582 1,441,856 SH   SOLE   1,441,856 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,422 30,000 SH   SOLE   30,000 0 0
ASHLAND INC NEW COM 044209104 29,658 232,958 SH   SOLE   232,958 0 0
ASPEN TECHNOLOGY INC COM 045327103 385 10,000 SH   SOLE   10,000 0 0
ATMOS ENERGY CORP COM 049560105 38,705 699,916 SH   SOLE   699,916 0 0
ATWOOD OCEANICS INC COM 050095108 11,031 392,440 SH   SOLE   392,440 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 16,731 521,380 SH   SOLE   521,380 0 0
BELDEN INC COM 077454106 1,954 20,883 SH   SOLE   20,883 0 0
BERRY PLASTICS GROUP INC COM 08579W103 7,274 201,000 SH   SOLE   201,000 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 7,929 170,625 SH   SOLE   170,625 0 0
BUNGE LIMITED COM G16962105 3,611 43,850 SH   SOLE   43,850 0 0
CALPINE CORP COM NEW 131347304 130,178 5,692,074 SH   SOLE   5,692,074 0 0
CANADIAN PAC RY LTD COM 13645T100 75,704 413,894 SH   SOLE   413,894 0 0
CELANESE CORP DEL COM SER A 150870103 5,586 100,000 SH Call SOLE   100,000 0 0
CHEMTURA CORP COM NEW 163893209 1,365 50,000 SH Call SOLE   50,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 1,528 35,000 SH   SOLE   35,000 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 2,807 105,873 SH   SOLE   105,873 0 0
DELEK US HLDGS INC COM 246647101 7,332 184,462 SH   SOLE   184,462 0 0
DEVON ENERGY CORP NEW COM 25179M103 7,117 118,000 SH   SOLE   118,000 0 0
DOMINION RES INC VA NEW COM 25746U109 128,647 1,815,251 SH   SOLE   1,815,251 0 0
DOW CHEM CO COM 260543103 1,489 31,024 SH   SOLE   31,024 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 163,373 2,127,807 SH   SOLE   2,127,807 0 0
DYNEGY INC NEW DEL COM 26817R108 127,594 4,059,585 SH   SOLE   4,059,585 0 0
EATON CORP PLC SHS G29183103 4,151 61,100 SH   SOLE   61,100 0 0
ECOLAB INC COM 278865100 20,518 179,385 SH   SOLE   179,385 0 0
EDISON INTL COM 281020107 33,822 541,404 SH   SOLE   541,404 0 0
EL PASO ELEC CO COM NEW 283677854 8,883 229,892 SH   SOLE   229,892 0 0
ENTERGY CORP NEW COM 29364G103 8,989 116,000 SH   SOLE   116,000 0 0
ESCO TECHNOLOGIES INC COM 296315104 641 16,433 SH   SOLE   16,433 0 0
EXA CORP COM 300614500 241 20,315 SH   SOLE   20,315 0 0
EXELON CORP COM 30161N101 46,533 1,384,500 SH Call SOLE   1,384,500 0 0
EXELON CORP COM 30161N101 119,012 3,541,000 SH Put SOLE   3,541,000 0 0
EXELON CORP COM 30161N101 172,339 5,127,601 SH   SOLE   5,127,601 0 0
FERRO CORP COM 315405100 23,628 1,882,693 SH   SOLE   1,882,693 0 0
FIRSTENERGY CORP COM 337932107 200,621 5,722,206 SH   SOLE   5,722,206 0 0
FIRSTENERGY CORP COM 337932107 12,019 342,800 SH Put SOLE   342,800 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 1,964 59,000 SH   SOLE   59,000 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 1,197 37,277 SH   SOLE   37,277 0 0
HOLLYFRONTIER CORP COM 436106108 16,064 398,900 SH   SOLE   398,900 0 0
HONEYWELL INTL INC COM 438516106 41,907 401,751 SH   SOLE   401,751 0 0
HUNTSMAN CORP COM 447011107 7,423 334,800 SH   SOLE   334,800 0 0
HUNTSMAN CORP COM 447011107 9,977 450,000 SH Call SOLE   450,000 0 0
IDACORP INC COM 451107106 7,081 112,633 SH   SOLE   112,633 0 0
IDEX CORP COM 45167R104 1,375 18,134 SH   SOLE   18,134 0 0
INGERSOLL-RAND PLC SHS G47791101 1,280 18,797 SH   SOLE   18,797 0 0
INTEGRYS ENERGY GROUP INC COM 45822P105 12,030 167,035 SH   SOLE   167,035 0 0
ISRAEL CHEMICALS LTD SHS M5920A109 3,007 424,177 SH   SOLE   424,177 0 0
ITC HLDGS CORP COM 465685105 335 8,962 SH   SOLE   8,962 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 2,868 300,000 SH   SOLE   300,000 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 6,455 251,745 SH   SOLE   251,745 0 0
LACLEDE GROUP INC COM 505597104 82,168 1,604,207 SH   SOLE   1,604,207 0 0
LENNOX INTL INC COM 526107107 7,568 67,756 SH   SOLE   67,756 0 0
LIQTECH INTL INC COM 53632A102 285 423,846 SH   SOLE   423,846 0 0
MARATHON PETE CORP COM 56585A102 35,492 346,633 SH   SOLE   346,633 0 0
MARTIN MARIETTA MATLS INC COM 573284106 4,613 33,000 SH   SOLE   33,000 0 0
MASTEC INC COM 576323109 17,772 920,805 SH   SOLE   920,805 0 0
MASTEC INC COM 576323109 7,720 400,000 SH Call SOLE   400,000 0 0
METHANEX CORP COM 59151K108 1,194 22,300 SH Call SOLE   22,300 0 0
MOSAIC CO NEW COM 61945C103 1,647 35,750 SH   SOLE   35,750 0 0
NEW JERSEY RES COM 646025106 13,998 450,660 SH   SOLE   450,660 0 0
NEXTERA ENERGY INC COM 65339F101 80,171 770,505 SH   SOLE   770,505 0 0
NORFOLK SOUTHERN CORP COM 655844108 6,909 67,125 SH   SOLE   67,125 0 0
NORTHWESTERN CORP COM NEW 668074305 18,270 339,649 SH   SOLE   339,649 0 0
NRG ENERGY INC COM NEW 629377508 60,755 2,411,867 SH   SOLE   2,411,867 0 0
OCEAN RIG UDW INC SHS Y64354205 6,187 938,816 SH   SOLE   938,816 0 0
OGE ENERGY CORP COM 670837103 11,827 374,153 SH   SOLE   374,153 0 0
PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 9,071 2,331,904 SH   SOLE   2,331,904 0 0
PG&E CORP COM 69331C108 74,403 1,401,972 SH   SOLE   1,401,972 0 0
PNM RES INC COM 69349H107 1,642 56,229 SH   SOLE   56,229 0 0
POLYONE CORP COM 73179P106 18,260 488,876 SH   SOLE   488,876 0 0
PPG INDS INC COM 693506107 26,939 119,443 SH   SOLE   119,443 0 0
PTC INC COM 69370C100 3,021 83,514 SH   SOLE   83,514 0 0
QUANTA SVCS INC COM 74762E102 32,724 1,146,996 SH   SOLE   1,146,996 0 0
QUESTAR CORP COM 748356102 14,337 600,900 SH   SOLE   600,900 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 12,694 716,787 SH   SOLE   716,787 0 0
RPM INTL INC COM 749685103 27,008 562,784 SH   SOLE   562,784 0 0
RYDER SYS INC COM 783549108 30,817 324,761 SH   SOLE   324,761 0 0
RYERSON HLDG CORP COM 783754104 1,087 170,580 SH   SOLE   170,580 0 0
SAIA INC COM 78709Y105 576 12,995 SH   SOLE   12,995 0 0
SEADRILL LIMITED SHS G7945E105 10,463 1,119,019 SH   SOLE   1,119,019 0 0
SEADRILL PARTNERS LLC COMUNIT REP LB Y7545W109 131 11,150 SH   SOLE   11,150 0 0
SOUTHWEST GAS CORP COM 844895102 9,493 163,192 SH   SOLE   163,192 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 78,237 379,000 SH   SOLE   379,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 23,739 115,000 SH Call SOLE   115,000 0 0
STEEL DYNAMICS INC COM 858119100 66,925 3,329,582 SH   SOLE   3,329,582 0 0
SUNEDISON INC COM 86732Y109 39,377 1,640,695 SH   SOLE   1,640,695 0 0
SWIFT TRANSN CO CL A 87074U101 20,326 781,161 SH   SOLE   781,161 0 0
TERRAFORM PWR INC CL A COM 88104R100 28,660 784,994 SH   SOLE   784,994 0 0
TETRA TECH INC NEW COM 88162G103 2,472 102,931 SH   SOLE   102,931 0 0
TEUCRIUM COMMODITY TR CORN FD SHS 88166A102 470 19,011 SH   SOLE   19,011 0 0
TRANSCANADA CORP COM 89353D107 10,483 245,400 SH   SOLE   245,400 0 0
TRANSOCEAN LTD REG SHS H8817H100 17,898 1,220,000 SH Put SOLE   1,220,000 0 0
TRANSOCEAN PARTNERS LLC COM UNIT RP LT Y8977Y100 4,459 363,993 SH   SOLE   363,993 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 2,119 175,244 SH   SOLE   175,244 0 0
TYCO INTL PLC SHS G91442106 1,507 35,000 SH   SOLE   35,000 0 0
UIL HLDG CORP COM 902748102 37,509 729,457 SH   SOLE   729,457 0 0
UNITED PARCEL SERVICE INC CL B 911312106 61,460 634,000 SH   SOLE   634,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 12,717 108,503 SH   SOLE   108,503 0 0
VALSPAR CORP COM 920355104 19,831 236,000 SH   SOLE   236,000 0 0
WESTLAKE CHEM CORP COM 960413102 23,299 323,871 SH   SOLE   323,871 0 0
WILLIAMS COS INC DEL COM 969457100 8,499 168,000 SH   SOLE   168,000 0 0
YINGLI GREEN ENERGY HLDG CO ADR 98584B103 123 66,638 SH   SOLE   66,638 0 0