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 | 2,144,520 | 148,000 | SH | SOLE | 0 | 2,144,520 | 0 | 0 | |
| AMEREN CORP | COM | 023608102 | 3,025,480 | 43,000 | SH | SOLE | 0 | 3,025,480 | 0 | 0 | |
| ARCH RESOURCES INC | CL A | 03940R107 | 3,813,218 | 134,221 | SH | SOLE | 0 | 3,813,218 | 0 | 0 | |
| CIMAREX ENERGY CO | COM | 171798101 | 219,920 | 8,000 | SH | SOLE | 1 | 0 | 219,920 | 0 | |
| CONCHO RES INC | COM | 20605P101 | 154,500 | 3,000 | SH | SOLE | 1 | 0 | 154,500 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 492,400 | 20,000 | SH | SOLE | 0 | 492,400 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 44,316 | 1,800 | SH | SOLE | 1 | 0 | 44,316 | 0 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 1,045,500 | 25,000 | SH | SOLE | 0 | 1,045,500 | 0 | 0 | |
| ENTERGY CORP NEW | COM | 29364G103 | 2,345,250 | 25,000 | SH | SOLE | 0 | 2,345,250 | 0 | 0 | |
| FIRSTENERGY CORP | COM | 337932107 | 2,016,560 | 52,000 | SH | SOLE | 0 | 2,016,560 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 1,157,000 | 100,000 | SH | SOLE | 0 | 1,157,000 | 0 | 0 | |
| MARATHON PETE CORP | COM | 56585A102 | 2,018,520 | 54,000 | SH | SOLE | 0 | 2,018,520 | 0 | 0 | |
| MPLX LP | COM UNIT REP LTD | 55336V100 | 2,116,800 | 122,500 | SH | SOLE | 1 | 0 | 2,116,800 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 2,116,400 | 65,000 | SH | SOLE | 0 | 2,116,400 | 0 | 0 | |
| PARSLEY ENERGY INC | CL A | 701877102 | 320,400 | 30,000 | SH | SOLE | 1 | 0 | 320,400 | 0 | |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 946,250 | 25,000 | SH | SOLE | 0 | 946,250 | 0 | 0 | |
| SPARTAN ENERGY ACQUISITION C | CL A COM STK | 846784114 | 25,875,000 | 2,500,000 | SH | SOLE | 1 | 0 | 25,875,000 | 0 | |
| SPRAGUE RES LP | COM UNIT REP LTD | 849343108 | 30,496,315 | 1,936,274 | SH | SOLE | 0 | 30,496,315 | 0 | 0 | |
| SWITCHBACK ENERGY ACQUISTN C | COM CL A | 87105M201 | 5,250,000 | 500,000 | SH | SOLE | 1 | 0 | 5,250,000 | 0 | |
| UNITED STATES STL CORP NEW | COM | 912909108 | 112,725 | 15,613 | SH | SOLE | 0 | 112,725 | 0 | 0 | |
| VISTRA ENERGY CORP | COM | 92840M102 | 3,692,494 | 198,308 | SH | SOLE | 0 | 3,692,494 | 0 | 0 | |
| WPX ENERGY INC | COM | 98212B103 | 255,200 | 40,000 | SH | SOLE | 1 | 0 | 255,200 | 0 | |