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
ADVANSIX INC COM 00773T101 545 24,628 SH   SOLE   24,628 0 0
AECOM COM 00766T100 35,939 988,410 SH   SOLE   988,410 0 0
AGRIUM INC COM 008916108 1,006 10,000 SH   SOLE   10,000 0 0
AIR PRODS & CHEMS INC COM 009158106 83,574 581,107 SH   SOLE   581,107 0 0
ALLIANT ENERGY CORP COM 018802108 22,177 585,299 SH   SOLE   585,299 0 0
AMERICAN ELEC PWR INC COM 025537101 50,362 799,900 SH   SOLE   799,900 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 14,893 205,817 SH   SOLE   205,817 0 0
ARCH COAL INC CL A 039380407 13,146 168,427 SH   SOLE   168,427 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 79,031 723,126 SH   SOLE   723,126 0 0
ATMOS ENERGY CORP COM 049560105 41,910 565,202 SH   SOLE   565,202 0 0
ATWOOD OCEANICS INC COM 050095108 3,858 293,800 SH   SOLE   293,800 0 0
AVANGRID INC COM 05351W103 988 26,082 SH   SOLE   26,082 0 0
AXALTA COATING SYS LTD COM G0750C108 41,728 1,534,089 SH   SOLE   1,534,089 0 0
AZURE PWR GLOBAL LTD SHS V0393H103 2,451 144,200 SH   SOLE   144,200 0 0
BAYTEX ENERGY CORP COM 07317Q105 8,784 1,800,000 SH   SOLE   1,800,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 29,080 596,752 SH   SOLE   596,752 0 0
BLACK HILLS CORP COM 092113109 403 6,567 SH   SOLE   6,567 0 0
BUNGE LIMITED COM G16962105 2,069 28,641 SH   SOLE   28,641 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 71,749 979,375 SH   SOLE   979,375 0 0
CABOT OIL & GAS CORP COM 127097103 15,175 649,600 SH   SOLE   649,600 0 0
CELANESE CORP DEL COM SER A 150870103 4,914 62,413 SH   SOLE   62,413 0 0
CF INDS HLDGS INC COM 125269100 929 29,500 SH   SOLE   29,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 15,356 370,645 SH   SOLE   370,645 0 0
CIMAREX ENERGY CO COM 171798101 16,308 120,000 SH   SOLE   120,000 0 0
CLIFFS NAT RES INC COM 18683K101 9,547 1,135,216 SH   SOLE   1,135,216 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 4,803 856,169 SH   SOLE   856,169 0 0
CUMMINS INC COM 231021106 26,496 193,869 SH   SOLE   193,869 0 0
CVR REFNG LP COMUNIT REP LT 12663P107 2,288 220,000 SH Put SOLE   220,000 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 6,657 344,936 SH   SOLE   344,936 0 0
DELEK US HLDGS INC COM 246647101 17,119 711,205 SH   SOLE   711,205 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 7,018 396,500 SH   SOLE   396,500 0 0
DOMINION RES INC VA NEW COM 25746U109 42,125 550,000 SH   SOLE   550,000 0 0
DOVER CORP COM 260003108 15,166 202,410 SH   SOLE   202,410 0 0
DOW CHEM CO COM 260543103 24,166 422,342 SH   SOLE   422,342 0 0
EASTMAN CHEM CO COM 277432100 4,946 65,760 SH   SOLE   65,760 0 0
EATON CORP PLC SHS G29183103 48,002 715,491 SH   SOLE   715,491 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 13,030 520,163 SH   SOLE   520,163 0 0
EDISON INTL COM 281020107 54,203 752,928 SH   SOLE   752,928 0 0
EXELON CORP COM 30161N101 10,572 297,900 SH   SOLE   297,900 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 86,236 4,303,217 SH   SOLE   4,303,217 0 0
FERRO CORP COM 315405100 10,584 738,575 SH   SOLE   738,575 0 0
FIRST SOLAR INC COM 336433107 2,328 72,550 SH   SOLE   72,550 0 0
FIRSTENERGY CORP COM 337932107 30,041 970,000 SH Call SOLE   970,000 0 0
FIRSTENERGY CORP COM 337932107 6,581 212,500 SH Put SOLE   212,500 0 0
FIRSTENERGY CORP COM 337932107 216,730 6,998,054 SH   SOLE   6,998,054 0 0
FLOWSERVE CORP COM 34354P105 2,066 43,000 SH   SOLE   43,000 0 0
FLOWSERVE CORP COM 34354P105 4,805 100,000 SH Call SOLE   100,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 12,325 1,016,100 SH   SOLE   1,016,100 0 0
FORTIVE CORP COM 34959J108 58,943 1,099,058 SH   SOLE   1,099,058 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 13,586 661,123 SH   SOLE   661,123 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 5,019 187,643 SH   SOLE   187,643 0 0
GRACE W R & CO DEL NEW COM 38388F108 23,312 344,645 SH   SOLE   344,645 0 0
GRACE W R & CO DEL NEW COM 38388F108 3,382 50,000 SH Call SOLE   50,000 0 0
GRAN TIERRA ENERGY INC COM 38500T101 24,400 8,079,600 SH   SOLE   8,079,600 0 0
GREAT PLAINS ENERGY INC COM 391164100 18,753 685,673 SH   SOLE   685,673 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 5,575 293,563 SH   SOLE   293,563 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 7,928 239,737 SH   SOLE   239,737 0 0
HOLLYFRONTIER CORP COM 436106108 34,055 1,039,517 SH   SOLE   1,039,517 0 0
HONEYWELL INTL INC COM 438516106 52,311 451,535 SH   SOLE   451,535 0 0
HORMEL FOODS CORP COM 440452100 1,009 29,000 SH   SOLE   29,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 48,388 498,485 SH   SOLE   498,485 0 0
HUNTSMAN CORP COM 447011107 4,823 252,784 SH   SOLE   252,784 0 0
HUNTSMAN CORP COM 447011107 7,632 400,000 SH Call SOLE   400,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 36,242 1,035,193 SH   SOLE   1,035,193 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 50,765 1,450,000 SH Put SOLE   1,450,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 17,517 129,900 SH   SOLE   129,900 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 3,224 38,000 SH   SOLE   38,000 0 0
KENNAMETAL INC COM 489170100 21,388 684,191 SH   SOLE   684,191 0 0
KENNAMETAL INC COM 489170100 3,495 111,800 SH Put SOLE   111,800 0 0
KINDER MORGAN INC DEL COM 49456B101 55,706 2,689,800 SH   SOLE   2,689,800 0 0
LENNOX INTL INC COM 526107107 3,063 20,000 SH   SOLE   20,000 0 0
MARATHON PETE CORP COM 56585A102 30,189 599,579 SH   SOLE   599,579 0 0
METHANEX CORP COM 59151K108 1,095 25,000 SH Call SOLE   25,000 0 0
METHANEX CORP COM 59151K108 1,907 43,529 SH   SOLE   43,529 0 0
MOHAWK INDS INC COM 608190104 21,492 107,630 SH   SOLE   107,630 0 0
MONSANTO CO NEW COM 61166W101 14,596 138,728 SH   SOLE   138,728 0 0
NATIONAL GRID PLC SPON ADR NEW 636274300 14,583 250,000 SH   SOLE   250,000 0 0
NEXTERA ENERGY INC COM 65339F101 126,727 1,060,833 SH   SOLE   1,060,833 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 4,218 165,146 SH   SOLE   165,146 0 0
NISOURCE INC COM 65473P105 19,138 864,428 SH   SOLE   864,428 0 0
NOBLE CORP PLC SHS USD G65431101 3,260 550,600 SH   SOLE   550,600 0 0
NORFOLK SOUTHERN CORP COM 655844108 123,732 1,144,931 SH   SOLE   1,144,931 0 0
NORTHWESTERN CORP COM NEW 668074305 16,016 281,619 SH   SOLE   281,619 0 0
NRG ENERGY INC COM NEW 629377508 12,260 1,000,000 SH   SOLE   1,000,000 0 0
NRG YIELD INC CL A NEW 62942X306 10,586 689,219 SH   SOLE   689,219 0 0
OGE ENERGY CORP COM 670837103 4,841 144,717 SH   SOLE   144,717 0 0
PACCAR INC COM 693718108 2,428 38,000 SH   SOLE   38,000 0 0
PARSLEY ENERGY INC CL A 701877102 2,467 70,000 SH   SOLE   70,000 0 0
PBF ENERGY INC CL A 69318G106 33,233 1,192,008 SH   SOLE   1,192,008 0 0
PENN WEST PETE LTD NEW COM 707887105 1,062 600,200 SH   SOLE   600,200 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 760 40,000 SH   SOLE   40,000 0 0
PPG INDS INC COM 693506107 9,879 104,256 SH   SOLE   104,256 0 0
PPL CORP COM 69351T106 42,280 1,241,696 SH   SOLE   1,241,696 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 6,626 151,000 SH   SOLE   151,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 138,568 3,602,935 SH   SOLE   3,602,935 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 2,068 199,021 SH   SOLE   199,021 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 48,498 2,567,380 SH   SOLE   2,567,380 0 0
RSP PERMIAN INC COM 74978Q105 3,350 75,075 SH   SOLE   75,075 0 0
RYDER SYS INC COM 783549108 113,937 1,530,583 SH   SOLE   1,530,583 0 0
SEALED AIR CORP NEW COM 81211K100 4,534 100,000 SH Call SOLE   100,000 0 0
SEALED AIR CORP NEW COM 81211K100 10,800 238,190 SH   SOLE   238,190 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 4,519 60,000 SH   SOLE   60,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 20,692 426,016 SH   SOLE   426,016 0 0
SEMPRA ENERGY COM 816851109 101,848 1,012,000 SH   SOLE   1,012,000 0 0
SM ENERGY CO COM 78454L100 4,310 125,000 SH   SOLE   125,000 0 0
SOUTHERN CO COM 842587107 51,338 1,043,659 SH   SOLE   1,043,659 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 452,849 2,025,900 SH Call SOLE   2,025,900 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 533,120 2,385,000 SH Put SOLE   2,385,000 0 0
SPIRE INC COM 84857L101 12,981 201,106 SH   SOLE   201,106 0 0
STANTEC INC COM 85472N109 39,034 1,545,911 SH   SOLE   1,545,911 0 0
SUMMIT MATLS INC CL A 86614U100 21,704 912,332 SH   SOLE   912,332 0 0
SYNERGY RES CORP COM 87164P103 3,161 354,800 SH   SOLE   354,800 0 0
TECK RESOURCES LTD CL B 878742204 21,247 1,060,734 SH   SOLE   1,060,734 0 0
TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UN Y8565J101 6,813 1,346,494 SH   SOLE   1,346,494 0 0
TERRAFORM GLOBAL INC CL A 88104M101 20,375 5,158,050 SH   SOLE   5,158,050 0 0
TESORO CORP COM 881609101 70,264 803,476 SH   SOLE   803,476 0 0
TRANSCANADA CORP COM 89353D107 46,816 1,036,894 SH   SOLE   1,036,894 0 0
TRANSOCEAN LTD REG SHS H8817H100 3,615 245,268 SH   SOLE   245,268 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 930 100,000 SH   SOLE   100,000 0 0
TRINSEO S A SHS L9340P101 40,880 689,377 SH   SOLE   689,377 0 0
UGI CORP NEW COM 902681105 12,121 263,049 SH   SOLE   263,049 0 0
UNION PAC CORP COM 907818108 136,760 1,319,060 SH   SOLE   1,319,060 0 0
UNITED STATES STL CORP NEW COM 912909108 48,851 1,479,883 SH   SOLE   1,479,883 0 0
VALE S A ADR 91912E105 15,856 2,080,784 SH   SOLE   2,080,784 0 0
VALERO ENERGY CORP NEW COM 91913Y100 120,318 1,761,097 SH   SOLE   1,761,097 0 0
VALVOLINE INC COM 92047W101 2,087 97,088 SH   SOLE   97,088 0 0
VERSUM MATLS INC COM 92532W103 1,443 51,414 SH   SOLE   51,414 0 0
WABTEC CORP COM 929740108 41,065 494,637 SH   SOLE   494,637 0 0
WESTAR ENERGY INC COM 95709T100 48,781 865,672 SH   SOLE   865,672 0 0
WESTERN REFNG INC COM 959319104 274 7,244 SH   SOLE   7,244 0 0
WESTLAKE CHEM CORP COM 960413102 6,215 111,000 SH   SOLE   111,000 0 0
WGL HLDGS INC COM 92924F106 12,205 160,000 SH   SOLE   160,000 0 0
WILDHORSE RESOURCE DEV CORP COM 96812T102 4,930 337,700 SH   SOLE   337,700 0 0