Spreadsheet: sally_beck__33738__Hot List 0727
Sheet: Hotlist - Identified 

E N R O N   N O R T H   A M E R I C A - H O T  L I S T |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | DEALS IDENTIFIED
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Results based on Activity through July 27, 2000
 |  | Third Quarter 2000 |  |  | Fourth Quarter 2000 |  |  | 2000 Totals |  |  | First Quarter 2001 |  |  | Second Quarter 2001
East | Midstream | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value |  | Deal | Value
 |  | NSTAR | 10000 |  | [NAME] | 15000
 |  | Alamac | 6000 |  | New Jersey Natural | 10000
 |  | Southern | 5000 |  | PSEG | 10000
 |  | Pitchbook | 5000 |  | Chicago HUB | 8725
 |  | Project Green Jacket | 5000 |  | Project [NAME] | 8000
 |  | Chicago-Hub | 4000 |  | Project [NAME] | 8000
 |  | TU Electric | 750 |  | AES / Calvert City | 4600
 |  | Great River | 175 |  | Baltimore G&E | 2000
 |  | CRRA | 0 |  | NYSEG | 2000
 |  | LNG | 0
 |  | [NAME] | 0
 |  | Tangerine | 0
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under | Budget |  | Under
 |  |  |  |  | 22344
West | Midstream | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value |  | Deal | Value
 |  | PSCo | 1000 |  | Pastoria | 30000 |  |  |  |  | Santa Clara | 5000 |  | Santa Clara | 0
 |  | Avista Power | 600 |  | [NAME] | 10000 |  |  |  |  | Avalanche | 0
 |  | Avista / Kaiser | 500 |  | Avalanche | 6000
 |  | Roseville | 1000 |  | PSCo / CSU | 6000
 |  |  |  |  | Aera | 5000
 |  |  |  |  | Pacificorp | 5000
 |  |  |  |  | Cascade | 5000
 |  |  |  |  | Tri Valley | 2000
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under | Budget |  | Under
 |  |  |  |  | 43231
Industrial | Downstream | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value |  | Deal | Value
 |  | Garden State | 15000 |  | [NAME] | 10000 |  |  |  |  | USEC | 10000 |  | Trading | 5000
 |  | [NAME] | 10000 |  | Rock Ten | 5000 |  |  |  |  | [NAME] | 8000
 |  | [NAME] | 10000 |  | Project Riviera | 5000 |  |  |  |  | [NAME] | 8000
 |  | GE Plastics | 8000 |  | Inland (Orange) | 5000 |  |  |  |  | Ponderay | 8000
 |  | Alamac | 6000 |  | Colonial Pipeline | 8000 |  |  |  |  | Trading | 5000
 |  | BP Amoco | 5000 |  | National Gypsum | 5000
 |  | [NAME] | 4000 |  | Westvaco | 5000
 |  | Aectra / Short BTU Swap | 3000 |  | Gulf States | 5000
 |  | Trading |  |  | Trading | 5000
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under | Budget |  | Under
 |  |  |  |  | 28361
Generation | Investments | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value |  | Deal | Value
 |  | East Coast Power Recap | 10000 |  | [NAME] | 15000 |  |  |  |  | Indeck-Corinth | 10000
 |  | [NAME] | 10000 |  | Florida Power & Light (FPL) | 12500 |  |  |  |  | Tractebel | 10000
 |  | York BNY | 5000 |  | [NAME] | 10000
 |  | Halstrom | 0 |  | Dynegy | 10000
 |  |  |  |  | ANP | 10000
 |  |  |  |  | Mission | 5000
 |  |  |  |  | AES | 5000
 |  |  |  |  | [NAME] | 0
 |  |  |  |  | EMI Dieghton | 0
 |  |  |  |  | Calpine | 0
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under | Budget |  | Under
 |  |  |  |  | 18713
Coal | Origination & Finance | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value |  | Deal | Value
 |  | SynFuel - DQE | 50000 |  | DPR | 5000 |  |  |  |  | CMS | 30000
 |  | SynFuel - Pacificorp | 30000 |  | British Energy - UK | 5000 |  |  |  |  | AES - UK | 5000
 |  | SynFuel - Sempra | 15000 |  | BEWAG - Germany | 1000 |  |  |  |  | Anker | 0
 |  | Cline-Panther | 5000 |  | M&G UK | 500
 |  | Massey | 2000 |  | DRS | 500
 |  | British Steel-Redcar | 500 |  | RR Marketing JV - USA | 0
 |  | Mission Restructure | 500 |  | Jupiter / Eagle Energy | 0
 |  | ENV - Germany | 250
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under | Budget |  | Under
 |  |  |  |  | 6279
Canada | Origination & Finance | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value |  | Deal | Value
 |  | Project Slugger | 10000 |  | ENERconnect | 5000
 |  | Invasion | 4000 |  | PML | 3000
 |  | Centra Gas Manitoba | 2000 |  | [NAME] | 2000
 |  | Petro-Canada | 2000 |  | Project CanGen | 2000
 |  | ENCO | 1000 |  | Sunoco PPA | 2000
 |  | Place | 800 |  | Beau Canada | 1000
 |  | CNR | 500 |  | Ontario NUG's | 0
 |  | Alberta PPA Auction | 0
 |  | [NAME] | 0
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under | Budget |  | Under
 |  |  |  |  | 11558
GRM | New Products | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value |  | Deal | Value
 |  | Project Liberty | 750 |  | Project Taft | 10000 |  |  |  |  | Project [NAME] | 7500
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under | Budget |  | Under
 |  |  |  |  | 7712
 | Mexico | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value |  | Deal | Value
 |  | Industrial Outsourcing | 0 |  | Vitro | 26000 |  |  |  |  | FAPSA | 2000
 |  | Risk Management | 0 |  | CFE - Mexico | 8000 |  |  |  |  | FERSINSA | 2000
 |  |  |  |  | Industrial Outsourcing | 0
 |  |  |  |  | Risk Management | 0
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under | Budget |  | Under
 |  |  |  |  | 4656
 | Upstream Originations | Deal | Value | 28 | Deal | Value | 31 |  |  |  | Deal | Value | 13 | Deal | Value | 2
 |  | 20/20 | 20000 |  | Blackwater | 2500 |  |  |  |  | Farmland Industries | 2000 |  | Questar Pipeline Operations | 500
 |  | NYISO | 3500 |  | NUI | 2000 |  |  |  |  | [NAME] | 2000 |  | [NAME] | 0
 |  | Long Island Power Authority | 2000 |  | North Central Oil Corp | 1100 |  |  |  |  | EEX Corporation - Llano | 1000
 |  | Napolean Pad Gas | 1000 |  | Alberta Energy | 1000 |  |  |  |  | ANR Pipeline Company | 800
 |  | Murphy E & P / Medusa | 1000 |  | People's Gas Light & Coke | 1000 |  |  |  |  | Horizon Pipeline Co | 500
 |  | Northern Natural Gas Co | 850 |  | Petrosource | 1000 |  |  |  |  | Michigan Consol Gas Co | 500
 |  | Mariner | 500 |  | New Century Energies | 1000 |  |  |  |  | Trailblazer PL Co (Sta 601) | 500
 |  | Cabot | 500 |  | Conoco Inc | 1000 |  |  |  |  | Trailblazer PL Co (Sta 602) | 500
 |  | Oakhill Pipeline Co | 500 |  | CNG | 1000 |  |  |  |  | Trailblazer PL Co (Sta 603) | 500
 |  | Marketlink | 500 |  | Conoco Inc - Magnolia | 1000 |  |  |  |  | Bridgeline-Napoleonville | 500
 |  | 18 Deals under $250K | 550 |  | Vastar Resources | 1000 |  |  |  |  | NYSIO-TCC Auction | 349.734
 |  |  |  |  | [NAME] | 1000 |  |  |  |  | ENSCO Int'l | 250
 |  |  |  |  | NYSIO-TCC Auction | 537.353 |  |  |  |  | [NAME] | 0
 |  |  |  |  | Energy East Enterprises | 500
 |  |  |  |  | Ocean Energy | 500
 |  |  |  |  | Iroquois Gas Pipeline | 500
 |  |  |  |  | 15 Deals under $300K | 1300
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under
 | HPL and LRC | Deal | Value | 142 | Deal | Value | 38 |  |  |  | Deal | Value | 1 | Deal | Value | 0
 |  | Bammel Emission Credit II | 350 |  | Duke Energy Field Services | 600 |  |  |  |  | ENA - Communications Cost | 0
 |  | HPL - Rollover | 306 |  | United O & M - Treating Alliance | 500
 |  | CNG Producing Co - Osprey #4 | 300 |  | Mission Valley Expansion | 250
 |  | HPL - SW Speaks | 300 |  | 35 Deals under $250K | 2041
 |  | 138 Deals under $275K | 4984
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under
Principal | Investing | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value |  | Deal | Value
 |  | Active Power | 10000 |  | Tridium | 0 |  |  |  |  | First World | 0 |  | Utiliquest (Byer's Locate) | 10000
 |  | Elektryon | 10000 |  |  |  |  |  |  |  | Encorp | 0
 |  | Solo Energy | 7500
 |  | Syntroleum | 0
 |  | Dais Analytic | 0
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under | Budget |  | Under
 |  |  |  |  | 15390
Energy | Capital Resources | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value |  | Deal | Value
 |  | JM [NAME] | 0 |  | Smith Production | 0
 |  | Presston Exploration | 0 |  | Tri Union | 0
 |  | Aspect Resources | 0 |  | Western Gas Resources | 0
 |  | Manti | 0 |  | Swift Energy | 0
 |  | Arco Permian | 0 |  | Tri C Resources | 0
 |  |  |  |  | JM [NAME] | 0
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under | Budget |  | Under
 |  |  |  |  | 8000
CTG | Assets | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value |  | Deal | Value
 |  | [NAME] | 1000 |  | Venoco | 0
 |  | Bonus Resources | 0
 |  | Catalytica | 0
 |  | Lyco | 0
 |  | Sierra Well Service | 0
 |  | Hancock | 0
 |  | Terradyne | 0
 |  | Industrial Holdings | 0
 |  | Hughes Rawls | 0
 |  | Crown Energy | 0
 |  | HV Marine | 0
 |  | LSI | 0
 |  | Noram | 0
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under | Budget |  | Under
 |  |  |  |  | 19955
Office of | the Chairman | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value |  | Deal | Value
 |  | [NAME] | 30000
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ |  |  | Over/ | Unrealized |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under | Budget |  | Under
 |  |  |  |  | 0
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Total Deals Identified
 |  | CHECK FIGURES