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
ADIENT PLC ORD SHS G0084W101 6,940 95,500 SH   SOLE   95,500 0 0
ADVANSIX INC COM 00773T101 286 10,470 SH   SOLE   10,470 0 0
AECOM COM 00766T100 20,749 582,994 SH   SOLE   582,994 0 0
AIR PRODS & CHEMS INC COM 009158106 137,311 1,014,934 SH   SOLE   1,014,934 0 0
ALBEMARLE CORP COM 012653101 12,182 115,316 SH   SOLE   115,316 0 0
ALLIANT ENERGY CORP COM 018802108 20,346 513,666 SH   SOLE   513,666 0 0
AMERICAN ELEC PWR INC COM 025537101 89,780 1,337,403 SH   SOLE   1,337,403 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 16,006 205,815 SH   SOLE   205,815 0 0
AQUA AMERICA INC COM 03836W103 8,819 274,311 SH   SOLE   274,311 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 107,507 868,321 SH   SOLE   868,321 0 0
ATMOS ENERGY CORP COM 049560105 37,357 472,937 SH   SOLE   472,937 0 0
ATWOOD OCEANICS INC COM 050095108 9,216 967,057 SH   SOLE   967,057 0 0
AVANGRID INC COM 05351W103 771 18,050 SH   SOLE   18,050 0 0
AXALTA COATING SYS LTD COM G0750C108 11,678 362,685 SH   SOLE   362,685 0 0
AXALTA COATING SYS LTD COM G0750C108 3,220 100,000 SH Call SOLE   100,000 0 0
BAYTEX ENERGY CORP COM 07317Q105 6,327 1,850,008 SH   SOLE   1,850,008 0 0
BERRY PLASTICS GROUP INC COM 08579W103 71,456 1,471,209 SH   SOLE   1,471,209 0 0
BLACK HILLS CORP COM 092113109 302 4,538 SH   SOLE   4,538 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 65,119 842,529 SH   SOLE   842,529 0 0
CABOT OIL & GAS CORP COM 127097103 14,473 605,300 SH   SOLE   605,300 0 0
CALLON PETE CO DEL COM 13123X102 5,264 400,000 SH   SOLE   400,000 0 0
CARRIZO OIL & GAS INC COM 144577103 224 7,799 SH   SOLE   7,799 0 0
CATERPILLAR INC DEL COM 149123101 5,012 54,034 SH   SOLE   54,034 0 0
CELANESE CORP DEL COM SER A 150870103 30,116 335,185 SH   SOLE   335,185 0 0
CHEMOURS CO COM 163851108 17,831 463,152 SH   SOLE   463,152 0 0
CHENIERE ENERGY INC COM NEW 16411R208 9,563 202,304 SH   SOLE   202,304 0 0
CIMAREX ENERGY CO COM 171798101 9,799 82,009 SH   SOLE   82,009 0 0
CLIFFS NAT RES INC COM 18683K101 15,892 1,935,700 SH   SOLE   1,935,700 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 9,847 2,150,000 SH   SOLE   2,150,000 0 0
CONCHO RES INC COM 20605P101 8,740 68,100 SH   SOLE   68,100 0 0
CRESCENT PT ENERGY CORP COM 22576C101 3,246 300,000 SH   SOLE   300,000 0 0
CUMMINS INC COM 231021106 31,774 210,147 SH   SOLE   210,147 0 0
CVR ENERGY INC COM 12662P108 524 26,103 SH   SOLE   26,103 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 6,167 328,588 SH   SOLE   328,588 0 0
DARLING INGREDIENTS INC COM 237266101 508 35,000 SH   SOLE   35,000 0 0
DELEK US HLDGS INC COM 246647101 18,688 770,000 SH   SOLE   770,000 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 9,554 571,777 SH   SOLE   571,777 0 0
DOVER CORP COM 260003108 9,126 113,574 SH   SOLE   113,574 0 0
DOW CHEM CO COM 260543103 87,757 1,381,138 SH   SOLE   1,381,138 0 0
DYNEGY INC NEW DEL *W EXP 02/02/202 26817R157 101 176,593 SH   SOLE   176,593 0 0
DYNEGY INC NEW DEL UNIT 07/01/20191 26817R405 8,130 138,378 SH   SOLE   138,378 0 0
EASTMAN CHEM CO COM 277432100 10,124 125,302 SH   SOLE   125,302 0 0
EATON CORP PLC SHS G29183103 39,752 536,101 SH   SOLE   536,101 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 22,521 1,054,850 SH   SOLE   1,054,850 0 0
ENBRIDGE INC COM 29250N105 14,079 336,500 SH   SOLE   336,500 0 0
ENSCO PLC SHS CLASS A G3157S106 22,792 2,546,600 SH   SOLE   2,546,600 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 79,265 4,273,033 SH   SOLE   4,273,033 0 0
FERRO CORP COM 315405100 21,448 1,411,958 SH   SOLE   1,411,958 0 0
FIRSTENERGY CORP COM 337932107 239,713 7,533,423 SH   SOLE   7,533,423 0 0
FIRSTENERGY CORP COM 337932107 6,762 212,500 SH Put SOLE   212,500 0 0
FLOWSERVE CORP COM 34354P105 7,941 164,000 SH   SOLE   164,000 0 0
FLUOR CORP NEW COM 343412102 7,893 150,000 SH Put SOLE   150,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 9,930 853,100 SH   SOLE   853,100 0 0
FORTIVE CORP COM 34959J108 56,471 937,760 SH   SOLE   937,760 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,278 21,000 SH   SOLE   21,000 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 10,238 417,889 SH   SOLE   417,889 0 0
GRACE W R & CO DEL NEW COM 38388F108 59,145 848,442 SH   SOLE   848,442 0 0
GRAN TIERRA ENERGY INC COM 38500T101 37,896 14,354,327 SH   SOLE   14,354,327 0 0
GREAT PLAINS ENERGY INC COM 391164100 25,663 878,280 SH   SOLE   878,280 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 6,680 330,686 SH   SOLE   330,686 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 6,662 200,000 SH   SOLE   200,000 0 0
HOLLYFRONTIER CORP COM 436106108 53,522 1,888,580 SH   SOLE   1,888,580 0 0
HONEYWELL INTL INC COM 438516106 16,481 131,993 SH   SOLE   131,993 0 0
HUNT J B TRANS SVCS INC COM 445658107 54,693 596,169 SH   SOLE   596,169 0 0
HUNTSMAN CORP COM 447011107 24,540 1,000,000 SH   SOLE   1,000,000 0 0
IMPERIAL OIL LTD COM NEW 453038408 1,129 37,000 SH   SOLE   37,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 4,233 48,226 SH   SOLE   48,226 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 10,435 75,900 SH   SOLE   75,900 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 349 21,066 SH   SOLE   21,066 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 30,203 352,176 SH   SOLE   352,176 0 0
KENNAMETAL INC COM 489170100 15,147 386,097 SH   SOLE   386,097 0 0
KINDER MORGAN INC DEL COM 49456B101 43,294 1,991,429 SH   SOLE   1,991,429 0 0
KNIGHT TRANSN INC COM 499064103 11,463 365,645 SH   SOLE   365,645 0 0
MARATHON PETE CORP COM 56585A102 17,380 343,879 SH   SOLE   343,879 0 0
MASTEC INC COM 576323109 980 24,466 SH   SOLE   24,466 0 0
METHANEX CORP COM 59151K108 7,355 156,815 SH   SOLE   156,815 0 0
MOHAWK INDS INC COM 608190104 30,837 134,371 SH   SOLE   134,371 0 0
MONSANTO CO NEW COM 61166W101 19,261 170,146 SH   SOLE   170,146 0 0
NEXTERA ENERGY INC COM 65339F101 69,652 542,590 SH   SOLE   542,590 0 0
NOBLE CORP PLC SHS USD G65431101 20,587 3,325,798 SH   SOLE   3,325,798 0 0
NORTHWESTERN CORP COM NEW 668074305 1,021 17,391 SH   SOLE   17,391 0 0
NRG YIELD INC CL A NEW 62942X306 9,073 521,746 SH   SOLE   521,746 0 0
OASIS PETE INC NEW COM 674215108 5,704 400,004 SH   SOLE   400,004 0 0
OLIN CORP COM PAR $1 680665205 6,903 210,000 SH   SOLE   210,000 0 0
OWENS CORNING NEW COM 690742101 1,197 19,500 SH   SOLE   19,500 0 0
PARKER HANNIFIN CORP COM 701094104 5,075 31,657 SH   SOLE   31,657 0 0
PBF ENERGY INC CL A 69318G106 15,231 687,000 SH   SOLE   687,000 0 0
PENN WEST PETE LTD NEW COM 707887105 1,955 1,150,000 SH   SOLE   1,150,000 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 24,758 792,000 SH   SOLE   792,000 0 0
PPG INDS INC COM 693506107 10,035 95,502 SH   SOLE   95,502 0 0
PPL CORP COM 69351T106 29,912 800,000 SH   SOLE   800,000 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 19,958 450,000 SH   SOLE   450,000 0 0
RAMACO RES INC COM 75134P303 6,894 712,927 SH   SOLE   712,927 0 0
RIO TINTO PLC SPONSORED ADR 767204100 61,882 1,521,187 SH   SOLE   1,521,187 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 1,367 199,021 SH   SOLE   199,021 0 0
ROCKWELL AUTOMATION INC COM 773903109 6,073 39,000 SH   SOLE   39,000 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 46,949 3,013,386 SH   SOLE   3,013,386 0 0
RPM INTL INC COM 749685103 5,028 91,376 SH   SOLE   91,376 0 0
RSP PERMIAN INC COM 74978Q105 7,346 177,300 SH   SOLE   177,300 0 0
RYDER SYS INC COM 783549108 104,724 1,388,178 SH   SOLE   1,388,178 0 0
SANDERSON FARMS INC COM 800013104 571 5,500 SH   SOLE   5,500 0 0
SCANA CORP NEW COM 80589M102 994 15,209 SH   SOLE   15,209 0 0
SEALED AIR CORP NEW COM 81211K100 4,358 100,000 SH Call SOLE   100,000 0 0
SEALED AIR CORP NEW COM 81211K100 1,918 44,000 SH   SOLE   44,000 0 0
SEMGROUP CORP CL A 81663A105 6,827 189,625 SH   SOLE   189,625 0 0
SEMPRA ENERGY COM 816851109 75,914 687,000 SH   SOLE   687,000 0 0
SHERWIN WILLIAMS CO COM 824348106 11,037 35,583 SH   SOLE   35,583 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 187,933 797,205 SH   SOLE   797,205 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 610,684 2,590,500 SH Put SOLE   2,590,500 0 0
SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 36,527 989,100 SH   SOLE   989,100 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 1,011 27,000 SH   SOLE   27,000 0 0
SPIRE INC COM 84857L101 9,352 138,546 SH   SOLE   138,546 0 0
SRC ENERGY INC COM 78470V108 17,035 2,018,418 SH   SOLE   2,018,418 0 0
STANTEC INC COM 85472N109 40,039 1,545,911 SH   SOLE   1,545,911 0 0
SUMMIT MATLS INC CL A 86614U100 29,707 1,202,220 SH   SOLE   1,202,220 0 0
SWIFT TRANSN CO CL A 87074U101 42,468 2,067,595 SH   SOLE   2,067,595 0 0
TECK RESOURCES LTD CL B 878742204 9,176 419,007 SH   SOLE   419,007 0 0
TEEKAY CORPORATION COM Y8564W103 511 55,900 SH   SOLE   55,900 0 0
TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UN Y8565J101 7,224 1,424,780 SH   SOLE   1,424,780 0 0
TENARIS S A SPONSORED ADR 88031M109 35,847 1,050,000 SH Call SOLE   1,050,000 0 0
TERRAFORM GLOBAL INC CL A 88104M101 9,413 1,961,030 SH   SOLE   1,961,030 0 0
TESORO CORP COM 881609101 25,527 314,921 SH   SOLE   314,921 0 0
TIMKEN CO COM 887389104 2,260 50,000 SH   SOLE   50,000 0 0
TRANSCANADA CORP COM 89353D107 23,907 518,025 SH   SOLE   518,025 0 0
TRANSOCEAN LTD REG SHS H8817H100 30,483 2,448,400 SH   SOLE   2,448,400 0 0
TRINSEO S A SHS L9340P101 5,143 76,646 SH   SOLE   76,646 0 0
TRONOX LTD SHS CL A Q9235V101 12,944 701,579 SH   SOLE   701,579 0 0
UNION PAC CORP COM 907818108 7,791 73,560 SH   SOLE   73,560 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,022 9,525 SH   SOLE   9,525 0 0
UNITED STATES STL CORP NEW COM 912909108 11,473 339,331 SH   SOLE   339,331 0 0
VALE S A ADR 91912E105 31,730 3,340,000 SH   SOLE   3,340,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 18,273 275,650 SH   SOLE   275,650 0 0
VALVOLINE INC COM 92047W101 2,384 97,088 SH   SOLE   97,088 0 0
WABTEC CORP COM 929740108 66,474 852,235 SH   SOLE   852,235 0 0
WEC ENERGY GROUP INC COM 92939U106 14,810 244,276 SH   SOLE   244,276 0 0
WERNER ENTERPRISES INC COM 950755108 1,939 74,000 SH   SOLE   74,000 0 0
WESTAR ENERGY INC COM 95709T100 53,741 990,259 SH   SOLE   990,259 0 0
WILDHORSE RESOURCE DEV CORP COM 96812T102 1,842 148,093 SH   SOLE   148,093 0 0
XPO LOGISTICS INC COM 983793100 10,057 210,000 SH Put SOLE   210,000 0 0