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
ACUITY BRANDS INC COM 00508Y102 929 8,500 SH   SOLE   8,500 0 0
AECOM TECHNOLOGY CORP DELAWA COM 00766T100 9,989 339,420 SH   SOLE   339,420 0 0
AIR PRODS & CHEMS INC COM 009158106 5,590 50,000 SH Call SOLE   50,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 1,119 25,315 SH   SOLE   25,315 0 0
ALPHA NATURAL RESOURCES INC COM 02076X102 5,712 800,000 SH Call SOLE   800,000 0 0
AMERICAN ELEC PWR INC COM 025537101 361 7,716 SH   SOLE   7,716 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 27,944 661,251 SH   SOLE   661,251 0 0
AMPHENOL CORP NEW CL A 032095101 357 4,000 SH   SOLE   4,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 245 5,000 SH   SOLE   5,000 0 0
ASHLAND INC NEW COM 044209104 8,695 89,604 SH   SOLE   89,604 0 0
ASPEN TECHNOLOGY INC COM 045327103 981 23,480 SH   SOLE   23,480 0 0
ATWOOD OCEANICS INC COM 050095108 1,244 23,300 SH   SOLE   23,300 0 0
AUTODESK INC COM 052769106 312 6,200 SH   SOLE   6,200 0 0
AXIALL CORP COM 05463D100 2,372 50,000 SH Call SOLE   50,000 0 0
AZZ INC COM 002474104 600 12,272 SH   SOLE   12,272 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 7,139 208,800 SH   SOLE   208,800 0 0
BADGER METER INC COM 056525108 343 6,300 SH   SOLE   6,300 0 0
BELDEN INC COM 077454106 837 11,882 SH   SOLE   11,882 0 0
BUNGE LIMITED COM G16962105 2,012 24,500 SH   SOLE   24,500 0 0
CALPINE CORP COM NEW 131347304 128,705 6,596,896 SH   SOLE   6,596,896 0 0
CANADIAN NATL RY CO COM 136375102 18,532 325,000 SH Call SOLE   325,000 0 0
CANADIAN SOLAR INC COM 136635109 5,211 174,763 SH   SOLE   174,763 0 0
CAPSTONE TURBINE CORP COM 14067D102 2,767 1,592,526 SH   SOLE   1,592,526 0 0
CATERPILLAR INC DEL COM 149123101 9,082 100,000 SH Call SOLE   100,000 0 0
CF INDS HLDGS INC COM 125269100 3,566 15,300 SH   SOLE   15,300 0 0
CHEMTURA CORP COM NEW 163893209 3,652 130,803 SH   SOLE   130,803 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 3,248 39,069 SH   SOLE   39,069 0 0
CLIFFS NAT RES INC COM 18683K101 2,378 90,700 SH Call SOLE   90,700 0 0
CLIFFS NAT RES INC COM 18683K101 15,726 600,000 SH Put SOLE   600,000 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 7,950 441,680 SH   SOLE   441,680 0 0
CMS ENERGY CORP COM 125896100 32,851 1,227,149 SH   SOLE   1,227,149 0 0
CONSOL ENERGY INC COM 20854P109 1,717 45,147 SH   SOLE   45,147 0 0
CONSOLIDATED EDISON INC COM 209115104 11,255 203,600 SH Call SOLE   203,600 0 0
CONSOLIDATED EDISON INC COM 209115104 12,280 222,141 SH   SOLE   222,141 0 0
CON-WAY INC COM 205944101 14,822 373,250 SH   SOLE   373,250 0 0
CSX CORP COM 126408103 10,645 370,000 SH Call SOLE   370,000 0 0
CUMMINS INC COM 231021106 4,006 28,416 SH   SOLE   28,416 0 0
DIGI INTL INC COM 253798102 274 22,597 SH   SOLE   22,597 0 0
DOMINION RES INC VA NEW COM 25746U109 226 3,500 SH   SOLE   3,500 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 12,994 200,000 SH Call SOLE   200,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 74,881 1,085,077 SH   SOLE   1,085,077 0 0
DYNEGY INC NEW DEL COM 26817R108 110,941 5,155,268 SH   SOLE   5,155,268 0 0
EASTMAN CHEM CO COM 277432100 15,219 188,586 SH   SOLE   188,586 0 0
EASTMAN CHEM CO COM 277432100 8,958 111,000 SH Call SOLE   111,000 0 0
EATON CORP PLC SHS G29183103 5,323 69,923 SH   SOLE   69,923 0 0
ECOLAB INC COM 278865100 2,085 20,000 SH   SOLE   20,000 0 0
EMERSON ELEC CO COM 291011104 527 7,505 SH   SOLE   7,505 0 0
ENERSYS COM 29275Y102 1,272 18,150 SH   SOLE   18,150 0 0
ENTERGY CORP NEW COM 29364G103 79,646 1,258,833 SH   SOLE   1,258,833 0 0
ESCO TECHNOLOGIES INC COM 296315104 1,128 32,922 SH   SOLE   32,922 0 0
EXA CORP COM 300614500 282 21,288 SH   SOLE   21,288 0 0
EXELON CORP COM 30161N101 139,491 5,092,779 SH   SOLE   5,092,779 0 0
FIRSTENERGY CORP COM 337932107 25,983 787,827 SH   SOLE   787,827 0 0
FLUOR CORP NEW COM 343412102 5,620 70,000 SH   SOLE   70,000 0 0
GENERAC HLDGS INC COM 368736104 634 11,200 SH   SOLE   11,200 0 0
GENERAL ELECTRIC CO COM 369604103 4,982 177,732 SH   SOLE   177,732 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 5,596 185,000 SH   SOLE   185,000 0 0
GRAINGER W W INC COM 384802104 945 3,700 SH   SOLE   3,700 0 0
HALLADOR ENERGY COMPANY COM 40609P105 3,855 478,229 SH   SOLE   478,229 0 0
HONEYWELL INTL INC COM 438516106 1,800 19,700 SH   SOLE   19,700 0 0
HUBBELL INC CL B 443510201 1,372 12,600 SH   SOLE   12,600 0 0
HUNT J B TRANS SVCS INC COM 445658107 11,054 143,000 SH   SOLE   143,000 0 0
HUNTSMAN CORP COM 447011107 2,127 86,450 SH   SOLE   86,450 0 0
INGERSOLL-RAND PLC SHS G47791101 1,568 25,448 SH   SOLE   25,448 0 0
INTEGRYS ENERGY GROUP INC COM 45822P105 43,558 800,559 SH   SOLE   800,559 0 0
ITRON INC COM 465741106 934 22,553 SH   SOLE   22,553 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 6,862 748,285 SH   SOLE   748,285 0 0
JOHNSON CTLS INC COM 478366107 973 18,975 SH   SOLE   18,975 0 0
KBR INC COM 48242W106 15,946 500,000 SH Call SOLE   500,000 0 0
KBR INC COM 48242W106 2,137 67,000 SH   SOLE   67,000 0 0
LACLEDE GROUP INC COM 505597104 24,185 531,067 SH   SOLE   531,067 0 0
LEAR CORP COM NEW 521865204 308 3,800 SH   SOLE   3,800 0 0
LENNOX INTL INC COM 526107107 570 6,700 SH   SOLE   6,700 0 0
LIQTECH INTL INC COM 53632A102 954 423,846 SH   SOLE   423,846 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,833 60,200 SH   SOLE   60,200 0 0
MANHATTAN ASSOCS INC COM 562750109 200 1,700 SH   SOLE   1,700 0 0
MANITOWOC INC COM 563571108 1,658 71,100 SH   SOLE   71,100 0 0
MARATHON PETE CORP COM 56585A102 31,647 345,000 SH Call SOLE   345,000 0 0
MARATHON PETE CORP COM 56585A102 11,026 120,205 SH   SOLE   120,205 0 0
MASTEC INC COM 576323109 4,321 132,058 SH   SOLE   132,058 0 0
MCDERMOTT INTL INC COM 580037109 3,664 400,000 SH Call SOLE   400,000 0 0
MONSANTO CO NEW COM 61166W101 2,972 25,500 SH   SOLE   25,500 0 0
MRC GLOBAL INC COM 55345K103 7,740 239,934 SH   SOLE   239,934 0 0
NATIONAL GRID PLC SPON ADR NEW 636274300 44,792 685,735 SH   SOLE   685,735 0 0
NEW JERSEY RES COM 646025106 1,112 24,059 SH   SOLE   24,059 0 0
NISOURCE INC COM 65473P105 1,088 33,092 SH   SOLE   33,092 0 0
NORFOLK SOUTHERN CORP COM 655844108 10,026 108,000 SH   SOLE   108,000 0 0
NUCOR CORP COM 670346105 3,902 73,100 SH Put SOLE   73,100 0 0
OGE ENERGY CORP COM 670837103 6,646 196,033 SH   SOLE   196,033 0 0
OLIN CORP COM PAR $1 680665205 3,751 130,000 SH Call SOLE   130,000 0 0
PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 9,331 759,338 SH   SOLE   759,338 0 0
PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 351 30,600 SH Call SOLE   30,600 0 0
PARKER HANNIFIN CORP COM 701094104 3,480 27,050 SH   SOLE   27,050 0 0
PBF ENERGY INC CL A 69318G106 17,029 541,300 SH Call SOLE   541,300 0 0
PEABODY ENERGY CORP COM 704549104 9,413 482,000 SH   SOLE   482,000 0 0
PEPCO HOLDINGS INC COM 713291102 18,276 955,374 SH   SOLE   955,374 0 0
PG&E CORP COM 69331C108 101,770 2,526,567 SH   SOLE   2,526,567 0 0
PG&E CORP COM 69331C108 10,070 250,000 SH Call SOLE   250,000 0 0
POLYONE CORP COM 73179P106 3,538 100,082 SH   SOLE   100,082 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 27,370 906,304 SH   SOLE   906,304 0 0
POTASH CORP SASK INC COM 73755L107 989 30,000 SH Call SOLE   30,000 0 0
POTASH CORP SASK INC COM 73755L107 5,079 154,100 SH   SOLE   154,100 0 0
PPG INDS INC COM 693506107 6,259 33,000 SH Call SOLE   33,000 0 0
PPG INDS INC COM 693506107 7,611 40,129 SH   SOLE   40,129 0 0
PPL CORP COM 69351T106 19,879 660,661 SH   SOLE   660,661 0 0
PTC INC COM 69370C100 2,706 76,465 SH   SOLE   76,465 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 21,631 675,130 SH   SOLE   675,130 0 0
QUESTAR CORP COM 748356102 3,087 134,296 SH   SOLE   134,296 0 0
REGAL BELOIT CORP COM 758750103 759 10,300 SH   SOLE   10,300 0 0
RIO TINTO PLC SPONSORED ADR 767204100 7,879 139,628 SH   SOLE   139,628 0 0
ROCKWOOD HLDGS INC COM 774415103 5,358 74,503 SH   SOLE   74,503 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 5,127 145,000 SH   SOLE   145,000 0 0
RPM INTL INC COM 749685103 4,338 104,500 SH   SOLE   104,500 0 0
SHERWIN WILLIAMS CO COM 824348106 3,120 17,000 SH   SOLE   17,000 0 0
SOUTHERN CO COM 842587107 571 13,900 SH   SOLE   13,900 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 121,895 660,000 SH Call SOLE   660,000 0 0
SPX CORP COM 784635104 647 6,500 SH   SOLE   6,500 0 0
SWIFT TRANSN CO CL A 87074U101 6,572 295,900 SH   SOLE   295,900 0 0
TAMINCO CORP COM 87509U106 4,809 237,940 SH   SOLE   237,940 0 0
TECK RESOURCES LTD CL B 878742204 7,845 301,600 SH   SOLE   301,600 0 0
TECO ENERGY INC COM 872375100 14,654 850,000 SH Call SOLE   850,000 0 0
TECO ENERGY INC COM 872375100 14,344 832,020 SH   SOLE   832,020 0 0
TEREX CORP NEW COM 880779103 525 12,500 SH   SOLE   12,500 0 0
TESORO CORP COM 881609101 9,982 170,631 SH   SOLE   170,631 0 0
THE ADT CORPORATION COM 00101J106 789 19,500 SH   SOLE   19,500 0 0
THERMON GROUP HLDGS INC COM 88362T103 639 23,368 SH   SOLE   23,368 0 0
TYCO INTERNATIONAL LTD SHS H89128104 1,332 32,448 SH   SOLE   32,448 0 0
UIL HLDG CORP COM 902748102 22,320 576,000 SH   SOLE   576,000 0 0
UNION PAC CORP COM 907818108 23,831 141,853 SH   SOLE   141,853 0 0
UNITED RENTALS INC COM 911363109 709 9,094 SH   SOLE   9,094 0 0
VALERO ENERGY CORP NEW COM 91913Y100 36,207 718,400 SH Call SOLE   718,400 0 0
VALERO ENERGY CORP NEW COM 91913Y100 10,025 198,900 SH   SOLE   198,900 0 0
WABCO HLDGS INC COM 92927K102 3,615 38,696 SH   SOLE   38,696 0 0
WALTER ENERGY INC COM 93317Q105 7,317 440,000 SH Call SOLE   440,000 0 0
WESTAR ENERGY INC COM 95709T100 7,635 237,336 SH   SOLE   237,336 0 0
WESTLAKE CHEM CORP COM 960413102 5,200 42,600 SH   SOLE   42,600 0 0
WILLIAMS COS INC DEL COM 969457100 3,911 101,400 SH   SOLE   101,400 0 0
YINGLI GREEN ENERGY HLDG CO ADR 98584B103 3,270 647,600 SH Call SOLE   647,600 0 0