Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
FE	FIRSTENERGY CORP	7,525,685	$239M	8.9%	$31.73 *	$21.21	-2.9%	COM	337932107
DUK	DUKE ENERGY CORP NEW	2,840,004	$203M	7.6%	$71.39 *	$48.11	-3.7%	COM NEW	26441C204
PCG	PG&E CORP	3,410,575	$181M	6.8%	$53.19 *	$44.42	+11.1%	COM	69331C108
—	CALPINE CORP	7,762,378	$112M	4.2%	$14.47	$18.69	—	COM NEW	131347304
AEE	AMEREN CORP	1,910,670	$82.6M	3.1%	$43.23 *	$30.62	+4.8%	COM	023608102
—	DYNEGY INC NEW DEL	5,519,055	$73.95M	2.8%	$13.40	$24.42	—	COM	26817R108
D	DOMINION RES INC VA NEW	1,015,173	$68.67M	2.6%	$67.64 *	$44.50	+0.2%	COM	25746U109
R	RYDER SYS INC	1,195,803	$67.96M	2.5%	$56.83 *	$74.97	-11.9%	COM	783549108
—	ASHLAND INC NEW	633,329	$65.04M	2.4%	$102.70	$104.22	—	COM	044209104
HYG	ISHARES TR	801,000	$64.55M	2.4%	$80.58	$81.43	—	IBOXX HI YD ETF	464288513
TAC	TRANSALTA CORP	17,748,456	$62.83M	2.3%	$3.54 *	$6.29	-31.3%	COM	89346D107
CNP	CENTERPOINT ENERGY INC	3,381,955	$62.09M	2.3%	$18.36 *	$13.41	-5.6%	COM	15189T107
—	DOW CHEM CO	1,068,189	$54.99M	2.0%	$51.48	$51.46	—	COM	260543103
—	SWIFT TRANSN CO	3,771,352	$52.12M	1.9%	$13.82	$17.97	—	CL A	87074U101
HON	HONEYWELL INTL INC	489,616	$50.71M	1.9%	$103.57 *	$72.59	+2.3%	COM	438516106
PEG	PUBLIC SVC ENTERPRISE GROUP	1,280,121	$49.53M	1.8%	$38.69 *	$28.19	0.0%	COM	744573106
PPG	PPG INDS INC	424,693	$41.97M	1.6%	$98.82 *	$85.70	-1.9%	COM	693506107
VLO	VALERO ENERGY CORP NEW	589,552	$41.69M	1.6%	$70.71 *	$43.75	+4.0%	COM	91913Y100
—	HOLLYFRONTIER CORP	1,003,900	$40.05M	1.5%	$39.89	$41.05	—	COM	436106108
—	DU PONT E I DE NEMOURS & CO	589,900	$39.29M	1.5%	$66.60	—	—	Call	263534109
MPC	MARATHON PETE CORP	699,849	$36.28M	1.4%	$51.84 *	$36.06	+5.6%	COM	56585A102
EXC	EXELON CORP	1,206,300	$33.5M	1.2%	$27.77 *	$16.51	-14.1%	Call	30161N101
UNP	UNION PAC CORP	370,428	$28.97M	1.1%	$78.20 *	$73.44	-7.0%	COM	907818108
WMB	WILLIAMS COS INC DEL	1,077,600	$27.69M	1.0%	$25.70 *	$24.52	-20.2%	COM	969457100
—	ANADARKO PETE CORP	557,858	$27.1M	1.0%	$48.58	$57.43	—	COM	032511107
ENB	ENBRIDGE INC	770,900	$25.59M	1.0%	$33.19 *	$25.32	-17.5%	COM	29250N105
JBHT	HUNT J B TRANS SVCS INC	336,000	$24.65M	0.9%	$73.36 *	$69.91	-2.2%	COM	445658107
BKH	BLACK HILLS CORP	525,339	$24.39M	0.9%	$46.43 *	$30.44	0.0%	COM	092113109
APD	AIR PRODS & CHEMS INC	186,622	$24.28M	0.9%	$130.11 *	$97.14	+0.8%	COM	009158106
—	CONTINENTAL RESOURCES INC	1,009,803	$23.2M	0.9%	$22.98	$26.85	—	COM	212015101
WAB	WABTEC CORP	322,000	$22.9M	0.9%	$71.12 *	$75.32	0.0%	COM	929740108
STLD	STEEL DYNAMICS INC	1,245,904	$22.26M	0.8%	$17.87 *	$15.86	-8.9%	COM	858119100
—	ECHO GLOBAL LOGISTICS INC	1,090,345	$22.23M	0.8%	$20.39	$20.02	—	COM	27875T101
—	LACLEDE GROUP INC	350,000	$20.79M	0.8%	$59.41	$48.67	—	COM	505597104
DVN	DEVON ENERGY CORP NEW	645,747	$20.66M	0.8%	$32.00 *	$31.06	-8.7%	COM	25179M103
—	DOW CHEM CO	400,000	$20.59M	0.8%	$51.48	$51.46	—	Call	260543103
—	TERRAFORM GLOBAL INC	3,508,771	$19.61M	0.7%	$5.59	$6.66	—	CL A	88104M101
ALB	ALBEMARLE CORP	348,994	$19.55M	0.7%	$56.01 *	$43.82	+1.9%	COM	012653101
—	PIEDMONT NAT GAS INC	340,689	$19.43M	0.7%	$57.02	$57.02	—	COM	720186105
DTE	DTE ENERGY CO	240,653	$19.3M	0.7%	$80.19 *	$49.08	0.0%	COM	233331107
—	WESTERN REFNG INC	499,600	$17.8M	0.7%	$35.62	$39.19	—	COM	959319104
KBR	KBR INC	1,037,616	$17.56M	0.7%	$16.92 *	$15.71	+1.0%	COM	48242W106
—	UNITED STATES STL CORP NEW	2,143,083	$17.1M	0.6%	$7.98	$7.98	—	COM	912909108
—	QUESTAR CORP	861,429	$16.78M	0.6%	$19.48	$19.48	—	COM	748356102
LYB	LYONDELLBASELL INDUSTRIES N	184,258	$16.01M	0.6%	$86.90 *	$52.18	-0.3%	SHS - A -	N53745100
NEE	NEXTERA ENERGY INC	150,403	$15.63M	0.6%	$103.89 *	$18.60	+4.8%	COM	65339F101
OKE	ONEOK INC NEW	631,252	$15.57M	0.6%	$24.66 *	$18.13	-11.9%	COM	682680103
—	FERRO CORP	1,356,252	$15.08M	0.6%	$11.12	$11.91	—	COM	315405100
CE	CELANESE CORP DEL	218,000	$14.68M	0.5%	$67.33 *	$51.96	+7.6%	COM SER A	150870103
—	ENSCO PLC	906,381	$13.95M	0.5%	$15.39	$15.24	—	SHS CLASS A	G3157S106
GLNG	GOLAR LNG LTD BERMUDA	877,000	$13.85M	0.5%	$15.79 *	$31.26	-30.7%	SHS	G9456A100
CSX	CSX CORP	528,633	$13.72M	0.5%	$25.95 *	$8.37	-6.8%	COM	126408103
—	NRG YIELD INC	980,479	$13.64M	0.5%	$13.91	$13.99	—	CL A NEW	62942X306
—	GRACE W R & CO DEL NEW	132,760	$13.22M	0.5%	$99.59	$100.18	—	COM	38388F108
OGE	OGE ENERGY CORP	501,624	$13.19M	0.5%	$26.29 *	$26.84	0.0%	COM	670837103
LNT	ALLIANT ENERGY CORP	202,096	$12.62M	0.5%	$62.45 *	$21.44	+1.9%	COM	018802108
XPO	XPO LOGISTICS INC	426,812	$11.63M	0.4%	$27.25 *	$13.12	-24.3%	COM	983793100
—	BUNGE LIMITED	165,742	$11.32M	0.4%	$68.28	$69.72	—	COM	G16962105
—	BERRY PLASTICS GROUP INC	304,206	$11.01M	0.4%	$36.18	$32.34	—	COM	08579W103
VALE	VALE S A	3,310,758	$10.89M	0.4%	$3.29	$5.14	—	ADR	91912E105
—	TESORO CORP	97,990	$10.32M	0.4%	$105.37	$105.37	—	COM	881609101
IEX	IDEX CORP	134,352	$10.29M	0.4%	$76.61 *	$65.18	+3.3%	COM	45167R104
HUN	HUNTSMAN CORP	875,000	$9.949M	0.4%	$11.37 *	$11.85	0.0%	Call	447011107
EXC	EXELON CORP	348,101	$9.667M	0.4%	$27.77 *	$16.51	-14.1%	COM	30161N101
—	SUMMIT MATLS INC	470,012	$9.419M	0.4%	$20.04	$18.83	—	CL A	86614U100
—	GASLOG PARTNERS LP	640,246	$9.104M	0.3%	$14.22	$20.16	—	UNIT LTD PTNRP	Y2687W108
—	AGL RES INC	140,408	$8.959M	0.3%	$63.81	$60.37	—	COM	001204106
RIO	RIO TINTO PLC	299,579	$8.724M	0.3%	$29.12	$32.41	—	SPONSORED ADR	767204100
—	NOBLE CORP PLC	822,030	$8.672M	0.3%	$10.55	$10.55	—	SHS USD	G65431101
ACM	AECOM	285,056	$8.56M	0.3%	$30.03 *	$27.92	+3.5%	COM	00766T100
—	INGERSOLL-RAND PLC	153,300	$8.476M	0.3%	$55.29	$53.22	—	SHS	G47791101
PBF	PBF ENERGY INC	225,000	$8.282M	0.3%	$36.81 *	$31.67	+11.3%	CL A	69318G106
MEOH	METHANEX CORP	220,000	$7.262M	0.3%	$33.01	—	—	Call	59151K108
—	WABCO HLDGS INC	70,000	$7.158M	0.3%	$102.26	$109.31	—	COM	92927K102
OLN	OLIN CORP	400,708	$6.916M	0.3%	$17.26 *	$16.26	-12.1%	COM PAR $1	680665205
URI	UNITED RENTALS INC	94,700	$6.87M	0.3%	$72.54 *	$67.22	+4.1%	COM	911363109
—	SPDR SERIES TRUST	221,700	$6.7M	0.2%	$30.22	$30.22	—	S&P OILGAS EXP	78464A730
WEC	WEC ENERGY GROUP INC	122,457	$6.283M	0.2%	$51.31 *	$36.78	0.0%	COM	92939U106
—	TRINSEO S A	216,102	$6.094M	0.2%	$28.20	$28.20	—	SHS	L9340P101
VALE	VALE S A	1,750,000	$5.758M	0.2%	$3.29	$5.14	—	Put	91912E105
—	ATWOOD OCEANICS INC	554,463	$5.672M	0.2%	$10.23	$10.23	—	COM	050095108
ETN	EATON CORP PLC	108,144	$5.628M	0.2%	$52.04 *	$43.05	0.0%	SHS	G29183103
HUN	HUNTSMAN CORP	466,000	$5.298M	0.2%	$11.37 *	$11.85	0.0%	COM	447011107
—	ASHLAND INC NEW	50,500	$5.186M	0.2%	$102.69	$104.22	—	Call	044209104
MHK	MOHAWK INDS INC	27,010	$5.115M	0.2%	$189.37	$191.95	0.0%	COM	608190104
—	ITC HLDGS CORP	124,000	$4.867M	0.2%	$39.25	$39.25	—	COM	465685105
WLK	WESTLAKE CHEM CORP	82,180	$4.464M	0.2%	$54.32 *	$51.25	-2.9%	COM	960413102
—	DELEK US HLDGS INC	160,000	$3.936M	0.1%	$24.60	$28.97	—	COM	246647101
HASI	HANNON ARMSTRONG SUST INFR C	200,000	$3.784M	0.1%	$18.92 *	$10.91	-5.5%	COM	41068X100
—	ITT CORP NEW	103,904	$3.774M	0.1%	$36.32	$39.36	—	COM NEW	450911201
—	TRANSOCEAN PARTNERS LLC	396,696	$3.503M	0.1%	$8.83	$16.21	—	COM UNIT RP LT	Y8977Y100
—	POTASH CORP SASK INC	200,000	$3.424M	0.1%	$17.12	—	—	Call	73755L107
SHW	SHERWIN WILLIAMS CO	12,933	$3.357M	0.1%	$259.57 *	$79.61	-1.1%	COM	824348106
—	ROADRUNNER TRNSN SVCS HLDG I	274,900	$2.592M	0.1%	$9.43	$9.43	—	COM	76973Q105
CTRA	CABOT OIL & GAS CORP	123,200	$2.179M	0.1%	$17.69 *	$14.58	0.0%	COM	127097103
DQ	DAQO NEW ENERGY CORP	129,478	$2.156M	0.1%	$16.65	$24.00	—	SPNSRD ADR NEW	23703Q203
—	ROWAN COMPANIES PLC	119,969	$2.033M	0.1%	$16.95	$16.95	—	SHS CL A	G7665A101
ENS	ENERSYS	36,000	$2.013M	0.1%	$55.92	$54.83	0.0%	COM	29275Y102
INGR	INGREDION INC	21,000	$2.013M	0.1%	$95.86	$94.78	0.0%	COM	457187102
—	TEEKAY CORPORATION	200,000	$1.974M	0.1%	$9.87	$9.87	—	COM	Y8564W103
TEX	TEREX CORP NEW	105,613	$1.952M	0.1%	$18.48 *	$19.76	0.0%	COM	880779103
RIG	TRANSOCEAN LTD	156,491	$1.937M	0.1%	$12.38 *	$13.88	+3.9%	REG SHS	H8817H100
—	ABENGOA YIELD PLC	97,500	$1.881M	0.1%	$19.29	$33.68	—	ORD SHS	G00349103
URI	UNITED RENTALS INC	25,000	$1.814M	0.1%	$72.56 *	$67.22	+4.1%	Put	911363109
—	ARCELORMITTAL SA LUXEMBOURG	425,287	$1.795M	0.1%	$4.22	$5.15	—	NY REGISTRY SH	03938L104
JKS	JINKOSOLAR HLDG CO LTD	59,507	$1.647M	0.1%	$27.68	$21.94	—	SPONSORED ADR	47759T100
—	VALE S A	590,000	$1.505M	0.1%	$2.55	$5.05	—	ADR REPSTG PFD	91912E204
—	SYNGENTA AG	19,100	$1.504M	0.1%	$78.74	$78.74	—	SPONSORED ADR	87160A100
—	CLIFFS NAT RES INC	839,474	$1.326M	0.0%	$1.58	$1.58	—	COM	18683K101
ESE	ESCO TECHNOLOGIES INC	35,236	$1.273M	0.0%	$36.13	$34.42	+4.4%	COM	296315104
—	DIAMOND OFFSHORE DRILLING IN	55,000	$1.161M	0.0%	$21.11	$17.30	—	COM	25271C102
DAR	DARLING INGREDIENTS INC	95,833	$1.008M	0.0%	$10.52	$10.42	0.0%	COM	237266101
—	PIMCO DYNAMIC CR INCOME FD	47,219	$851K	0.0%	$18.02	$18.27	—	COM SHS	72202D106
XME	SPDR SERIES TRUST	48,600	$727K	0.0%	$14.96	$14.96	—	S&P METALS MNG	78464A755
—	SEADRILL LIMITED	200,000	$678K	0.0%	$3.39	$3.39	—	SHS	G7945E105
—	TYCO INTL PLC	16,000	$510K	0.0%	$31.88	$39.24	—	SHS	G91442106
PTC	PTC INC	13,914	$482K	0.0%	$34.64	$34.54	+1.4%	COM	69370C100
SWX	SOUTHWEST GAS CORP	8,169	$451K	0.0%	$55.21 *	$57.05	0.0%	COM	844895102
—	TRONOX LTD	110,317	$431K	0.0%	$3.91	$3.91	—	SHS CL A	Q9235V101
—	NUVEEN CR STRATEGIES INCM FD	52,176	$409K	0.0%	$7.84	$7.97	—	COM SHS	67073D102
—	INVESCO DYNAMIC CR OPP FD	33,772	$356K	0.0%	$10.54	$10.57	—	COM	46132R104
—	CAMERON INTERNATIONAL CORP	5,000	$316K	0.0%	$63.20	$61.40	—	COM	13342B105
—	BLACKROCK CR ALLCTN INC TR	20,990	$259K	0.0%	$12.34	$12.17	—	COM	092508100
—	EXA CORP	18,015	$209K	0.0%	$11.60	$11.07	—	COM	300614500
CC	CHEMOURS CO	19,800	$106K	0.0%	$5.35	—	—	Call	163851108