VEGA ENERGY GP, LLC Information

1700 BROADWAY, NEW YORK, New York, 10019, (212) 615-3450

Report Date: 03/31/2013

Position Statistics:

Total Positions 18
New Positions 2
Increased Positions 5
Decreased Positions 10
Positions with Activity 15
Sold Out Positions 5
Total Mkt Value
(in $ millions)
162

Sector Weighting

Basic Materials 6.19%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 3.47%
Financial 1.53%
Healthcare
Services
Technology 1.94%
Transportation
Utilities 86.88%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

18 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CALPINE CORP COM NEW 39,643 New 1,902,250
DYNEGY INC NEW DEL COM 35,582 New 1,461,266
NRG ENERGY INC COM NEW 31,524 -5,840 (15.63) 1,133,544
PPL CORP COM 16,305 4,495 38.06 525,973
TRANSALTA CORP COM 14,853 4,703 46.33 996,193
LYONDELLBASELL INDUSTRIES N V SHS - A - 5,178 -1,448 (21.86) 78,664
NORTHERN TIER ENERGY LP COM UN REPR PART 3,701 2,166 141.16 150,000
WESTLAKE CHEM CORP COM 3,167 -432 (12) 34,330
MEMC ELECTR MATLS INC COM 3,138 -13,233 (80.83) 435,165
SPDR SERIES TRUST S&P HOMEBUILD 2,464 New 77,500
EDISON INTL COM 2,413 2,413 New 50,000
ARCH COAL INC COM 1,901 1,901 New 350,000
DOW CHEM CO COM 1,650 -260 (13.6) 47,000
CLOUD PEAK ENERGY INC COM -1,363 Sold Out 0
CST BRANDS INC COM -412 Sold Out 0
MARATHON PETE CORP COM -5,930 Sold Out 0
PBF ENERGY INC CL A -1,224 Sold Out 0
VALERO ENERGY CORP NEW COM -4,504 Sold Out 0

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