The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AES CORP | COM | 00130H105 | 2,203,200 | 162,000 | SH | SOLE | 0 | 2,203,200 | 0 | 0 | |
| ALBEMARLE CORP | PUT | 012653951 | 462,500 | 2,500 | SH | Put | SOLE | 0 | 462,500 | 0 | 0 |
| AMEREN CORP | COM | 023608102 | 1,216,261 | 16,700 | SH | SOLE | 0 | 1,216,261 | 0 | 0 | |
| ARCH COAL INC | CL A | 039380407 | 2,344,599 | 81,128 | SH | SOLE | 0 | 2,344,599 | 0 | 0 | |
| BARRICK GOLD CORPORATION | COM | 067901108 | 318,768 | 17,400 | SH | SOLE | 0 | 318,768 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 2,721,085 | 141,945 | SH | SOLE | 0 | 2,721,085 | 0 | 0 | |
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 4,067,301 | 530,287 | SH | SOLE | 0 | 4,067,301 | 0 | 0 | |
| EURONAV NV ANTWERPEN | SHS | B38564108 | 733,200 | 65,000 | SH | DFND | 1 | 0 | 733,200 | 0 | |
| EURONAV NV ANTWERPEN | SHS | B38564108 | 1,974,000 | 175,000 | SH | SOLE | 0 | 1,974,000 | 0 | 0 | |
| EXELON CORP | COM | 30161N101 | 1,509,210 | 41,000 | SH | SOLE | 0 | 1,509,210 | 0 | 0 | |
| FIRSTENERGY CORP | COM | 337932107 | 1,202,100 | 30,000 | SH | SOLE | 0 | 1,202,100 | 0 | 0 | |
| FRONTLINE LTD | SHS NEW | G3682E192 | 384,400 | 40,000 | SH | DFND | 1 | 0 | 384,400 | 0 | |
| FRONTLINE LTD | SHS NEW | G3682E192 | 2,738,850 | 285,000 | SH | SOLE | 0 | 2,738,850 | 0 | 0 | |
| GRAFTECH INTL LTD | COM | 384313508 | 640,903 | 78,929 | SH | SOLE | 0 | 640,903 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 487,200 | 35,000 | SH | DFND | 1 | 0 | 487,200 | 0 | |
| MARATHON PETE CORP | COM | 56585A102 | 3,070,600 | 130,000 | SH | SOLE | 0 | 3,070,600 | 0 | 0 | |
| NEXTERA ENERGY INC | COM | 65341B106 | 2,236,000 | 52,000 | SH | SOLE | 0 | 2,236,000 | 0 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 1,335,740 | 49,000 | SH | SOLE | 0 | 1,335,740 | 0 | 0 | |
| SIBANYE STILLWATER LTD | PUT | 82575P957 | 697,375 | 7,902 | SH | Put | SOLE | 0 | 697,375 | 0 | 0 |
| SPARTAN ENERGY ACQUISITION C | UNIT 99/99/9999 | 846784114 | 25,875,000 | 2,500,000 | SH | DFND | 1 | 0 | 25,875,000 | 0 | |
| SPRAGUE RES LP | COM UNIT REP LTD | 849343108 | 24,198,000 | 1,850,000 | SH | SOLE | 0 | 24,198,000 | 0 | 0 | |
| STAR BULK CARRIERS CORP. | SHS PAR | Y8162K954 | 1,332,918 | 236,333 | SH | SOLE | 0 | 1,332,918 | 0 | 0 | |
| SWITCHBACK ENERGY ACQUISTN C | UNIT 99/99/9999 | 87105M201 | 4,875,000 | 500,000 | SH | DFND | 1 | 0 | 4,875,000 | 0 | |
| TPI COMPOSITES INC | COM | 87266J104 | 973,765 | 65,884 | SH | SOLE | 0 | 973,765 | 0 | 0 | |
| VISTRA ENERGY CORP | COM | 92840M102 | 3,535,140 | 221,500 | SH | SOLE | 0 | 3,535,140 | 0 | 0 | |
| WILLIAMS COS INC | COM | 969457100 | 495,250 | 35,000 | SH | DFND | 1 | 0 | 495,250 | 0 | |