The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ALLIANT ENERGY CORP | COM | 018802108 | 1,727 | 45,075 | SH | SOLE | 45,075 | 0 | 0 | ||
ANADARKO PETE CORP | COM | 032511107 | 15,152 | 239,134 | SH | SOLE | 239,134 | 0 | 0 | ||
CASEYS GEN STORES INC | COM | 147528103 | 15,620 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 10,682 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
CMS ENERGY CORP | COM | 125896100 | 20,585 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
CONCHO RES INC | COM | 20605P101 | 6,181 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
CONSOLIDATED EDISON INC | COM | 209115104 | 19,955 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 50,751 | 525,700 | SH | SOLE | 525,700 | 0 | 0 | ||
EQUITY COMWLTH | COM SH BEN INT | 294628102 | 10,577 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
EVERSOURCE ENERGY | COM | 30040W108 | 87,386 | 1,612,875 | SH | SOLE | 1,612,875 | 0 | 0 | ||
EXELON CORP | COM | 30161N101 | 86,996 | 2,613,290 | SH | SOLE | 2,613,290 | 0 | 0 | ||
GREAT PLAINS ENERGY INC | COM | 391164100 | 30,019 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
MACYS INC | COM | 55616P104 | 10,374 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
OCCIDENTAL PETE CORP DEL | COM | 674599105 | 82,035 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
ONEOK INC NEW | COM | 682680103 | 1,542 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
PG&E CORP | COM | 69331C108 | 21,838 | 357,000 | SH | SOLE | 357,000 | 0 | 0 | ||
PINNACLE WEST CAP CORP | COM | 723484101 | 76,287 | 1,003,910 | SH | SOLE | 1,003,910 | 0 | 0 | ||
PPL CORP | COM | 69351T106 | 70,748 | 2,046,528 | SH | SOLE | 2,046,528 | 0 | 0 | ||
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 1,952 | 56,459 | SH | SOLE | 56,459 | 0 | 0 | ||
SCANA CORP NEW | COM | 80589M102 | 43,060 | 595,000 | SH | SOLE | 595,000 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 26,413 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
SEMPRA ENERGY | COM | 816851109 | 100,566 | 938,206 | SH | SOLE | 938,206 | 0 | 0 | ||
SOUTHERN CO | COM | 842587107 | 97,008 | 1,891,000 | SH | SOLE | 1,891,000 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 5,564 | 402,000 | SH | SOLE | 402,000 | 0 | 0 | ||
SPDR SERIES TRUST | S&P RETAIL ETF | 78464A714 | 3,049 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
SUNCOR ENERGY INC NEW | COM | 867224107 | 11,112 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
TRANSCANADA CORP | COM | 89353D107 | 57,373 | 1,206,700 | SH | SOLE | 1,206,700 | 0 | 0 | ||
XCEL ENERGY INC | COM | 98389B100 | 14,399 | 350,000 | SH | SOLE | 350,000 | 0 | 0 |