Spreadsheet: sally_beck__33711__Hot List 0623
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 June 23, 2000
 |  | Second Quarter 2000 |  |  | Third Quarter 2000 |  |  | Fourth Quarter 2000 |  |  | Totals |  |  | First Quarter 2001
East | Midstream | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | Chicago-Gas | 2000 |  | LNG | 10000 |  | [NAME] | 15000
 |  | Wilson Center Agency Fee | 83 |  | NSTAR | 10000 |  | AES / Calvert City | 10000
 |  | [NAME] | 0 |  | Project [NAME] | 8000 |  | New Jersey Natural | 10000
 |  |  |  |  | Project [NAME] | 8000 |  | PSEG | 10000
 |  |  |  |  | Alamac | 7500 |  | Chicago HUB | 3000
 |  |  |  |  | CRRA | 5000 |  | Baltimore G&E | 2000
 |  |  |  |  | Chicago-Hub | 5000 |  | NYSEG | 2000
 |  |  |  |  | Southern | 5000
 |  |  |  |  | Pitchbook | 5000
 |  |  |  |  | Project Green Jacket | 5000
 |  |  |  |  | [NAME] | 3000
 |  |  |  |  | TVSG | 1000
 |  |  |  |  | FOG | 1000
 |  |  |  |  | TU Electric | 750
 |  |  |  |  | Tangerine | 0
 |  |  |  |  | LM 6000's | 0
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under
 |  |  |  |  | 21493 |  |  | 22344
West | Midstream | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | West QF's | 8000 |  | Cascade | 5000 |  | Pastoria | 30000 |  |  |  |  | Santa Clara | 5000
 |  | Coyote Springs 2 | 7300 |  | Tecate/Corona | 4000 |  | [NAME] | 10000
 |  | Avista Power | 600 |  | PSCo | 1000 |  | Avalanche | 6000
 |  | Palm Springs/SSF | 580 |  |  |  |  | Aera | 5000
 |  |  |  |  |  |  |  | Pacificorp | 5000
 |  |  |  |  |  |  |  | PSCo | 4000
 |  |  |  |  |  |  |  | Tri Valley | 2000
 |  |  |  |  |  |  |  | Roseville | 2000
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under
 |  |  |  |  | 17163 |  |  | 43231
Industrial | Downstream | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | [NAME] | 10000 |  | [NAME] | 10000 |  | Smurfit Stone - Pontiac | 10000 |  |  |  |  | USEC | 10000
 |  | Trading | 386 |  | Garden State | 10000 |  | Project Riviera | 5000 |  |  |  |  | [NAME] | 8000
 |  |  |  |  | West Tacoma | 10000 |  | Inland (Orange) | 5000 |  |  |  |  | [NAME] | 8000
 |  |  |  |  | Alamac | 5000 |  | Colonial Pipeline | 5000 |  |  |  |  | Trading | 5000
 |  |  |  |  | BP Amoco | 5000 |  | Inland (Rome) | 5000
 |  |  |  |  | GE Plastics | 5000 |  | National Gypsum | 5000
 |  |  |  |  | Aectra / Short BTU Swap | 3000 |  | Westvaco | 5000
 |  |  |  |  | [NAME] | 3000 |  | Newark | 2000
 |  |  |  |  | [NAME] | 2000 |  | Trading | 5000
 |  |  |  |  | Trading | 5000
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under
 |  |  |  |  | 28361 |  |  | 28361
Generation / IPP | Investments | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | Tenaska - Cleeborne | 19216 |  | Indeck-Corinth | 10000 |  | [NAME] | 15000 |  |  |  |  | [NAME] | 7500
 |  |  |  |  | ANP | 10000 |  | Tractebel | 12500
 |  |  |  |  | Dynegy | 9000 |  | Florida Power & Light (FPL) | 12500
 |  |  |  |  |  |  |  | [NAME] | 10000
 |  |  |  |  |  |  |  | Mission | 7500
 |  |  |  |  |  |  |  | York BNY | 5000
 |  |  |  |  |  |  |  | AES | 5000
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under
 |  |  |  |  | 18712 |  |  | 18713
Coal | Origination & Finance | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | IMM Bulk Terminal | 1500 |  | SynFuel - Sempra | 15000 |  | Drummond - Carbocol | 7000 |  |  |  |  | RR Marketing JV - USA | 10000
 |  | China Light & Power | 1000 |  | SynFuel - Pacificorp | 15000 |  | DPR | 5000 |  |  |  |  | EOL Auction | 0
 |  | Mission Restructure | 500 |  | SynFuel - AJG | 4000 |  | British Energy - UK | 5000
 |  | Drummond | 500 |  | SynFuel - Dycoal | 3000 |  | AES - UK | 5000
 |  | Freight Liner | 500 |  | Jupiter / Eagle Energy | 3000 |  | AMCI | 3000
 |  |  |  |  | Massey | 2000
 |  |  |  |  | DRS | 1000
 |  |  |  |  | [NAME] | 1000
 |  |  |  |  | British Steel-Redcar | 500
 |  |  |  |  | Cline-Panther | 500
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under
 |  |  |  |  | 6279 |  |  | 6279
Canada | Origination & Finance | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | Petro-Canada | 2000 |  | Project Slugger | 10000 |  | ENERconnect | 5000
 |  | Place | 800 |  | Invasion | 4000 |  | PML | 3000
 |  |  |  |  | Startech | 2000 |  | Blue Range Recovery | 2000
 |  |  |  |  | Centra Gas Manitoba | 2000 |  | Beau Canada | 1000
 |  |  |  |  | ENCO | 1000
 |  |  |  |  | Alberta PPA Auction | 0
 |  |  |  |  | Ontario NUG's | 0
 |  |  |  |  | [NAME] | 0
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under
 |  |  |  |  | 11557 |  |  | 11558
GRM | New Products | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | Project Liberty | 750 |  | Project Chesapeake | 10000 |  |  |  |  |  |  |  | Project [NAME] | 7500
 |  | Enron/Austin Energy | 300 |  | Project Taft | 10000
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under
 |  |  |  |  | 7712 |  |  | 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/ | Unrealized |  | Over/ | Unrealized |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under
 |  |  |  |  | 4656 |  |  | 4656
 | Upstream Originations | Deal | Value | 0 | Deal | Value | 24 | Deal | Value | 29 |  |  |  | Deal | Value | 8
 |  |  |  |  | 20/20 | 20000 |  | People's National Gas | 3000 |  |  |  |  | Farmland Industries | 2000
 |  |  |  |  | NYISO | 2452.47 |  | Blackwater | 2500 |  |  |  |  | [NAME] | 2000
 |  |  |  |  | Napolean Pad Gas | 2000 |  | North Central Oil Corp | 1100 |  |  |  |  | Horizon Pipeline Co | 500
 |  |  |  |  | Long Island Power Authority | 2000 |  | Colonial Gas Company | 1000 |  |  |  |  | Michigan Consol Gas Co | 500
 |  |  |  |  | Murphy E & P | 1000 |  | Petrosource | 1000 |  |  |  |  | Natural Gas Pipeline | 500
 |  |  |  |  | Northern Natural Gas Co | 850 |  | New Century Energies | 1000 |  |  |  |  | [NAME] | 500
 |  |  |  |  | ANR Pipeline Company | 800 |  | Conoco Inc | 1000 |  |  |  |  | NYSIO | 349.734
 |  |  |  |  | EEX Corporation | 500 |  | CNG | 1000 |  |  |  |  | Ensco International | 250
 |  |  |  |  | Mariner | 500 |  | Conoco Inc - Magnolia | 1000
 |  |  |  |  | Cabot | 500 |  | Vastar Resources | 1000
 |  |  |  |  | Oakhill Pipeline Co | 500 |  | Treasure Island | 1000
 |  |  |  |  | [NAME] | 300 |  | [NAME] | 1000
 |  |  |  |  | 12 Deals under $300K | 510 |  | EEX Corporation - Llano | 1000
 |  |  |  |  |  |  |  | TCC Auction | 537.353
 |  |  |  |  |  |  |  | Ocean Energy | 500
 |  |  |  |  |  |  |  | Iroquois Gas Pipeline | 500
 |  |  |  |  |  |  |  | Mango | 500
 |  |  |  |  |  |  |  | Global Marine | 300
 |  |  |  |  |  |  |  | 11 Deals under $300K | 1000
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under
 | HPL and LRC | Deal | Value | 6 | Deal | Value | 137 | Deal | Value | 32 |  |  |  | Deal | Value | 0
 |  | ENA Bammel Emission Credit II | 879.12 |  | HPL Resources - Rollover | 500 |  | Duke Energy Field Services | 600
 |  | 5 Deals under $50K | 105 |  | ENA Bammel Emission Credit II | 350 |  | United O & M - Treating Alliance | 500
 |  |  |  |  | CNG Producing Co - Osprey #4 | 300 |  | 30 Deals under $250K | 2151
 |  |  |  |  | HPL Resources - SW Speaks | 300
 |  |  |  |  | 133 Deals under $300K | 5434
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget |  | Under
Principal | Investing | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  |  |  |  | Active Power | 10000 |  | Utiliquest (Byer's Locate) | 10000 |  |  |  |  | First World | 0
 |  |  |  |  | IFC | 0 |  | Tridium | 0 |  |  |  |  | Encorp | 0
 |  |  |  |  | Syntroleum | 0
 |  |  |  |  | Dais Analytic | 0
 |  |  |  |  | Engine World | 0
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ |  |  | Over/ | Unrealized |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Unrealized Budget | Value | Under | Budget |  | Under
 |  |  |  |  | 15390 |  |  | 15390
Energy | Capital Resources | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | NG Resources | 0 |  | Cabot | 0 |  | Smith Production | 0
 |  |  |  |  | Presston Exploration | 0 |  | Equity Oil | 0
 |  |  |  |  | Collier & Ely | 0 |  | Western Gas Resources | 0
 |  |  |  |  | Powder River Financing | 0 |  | Swift Energy | 0
 |  |  |  |  | Arco Permian | 0 |  | Tri C Resources | 0
 |  |  |  |  |  |  |  | JM [NAME] | 0
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under
 |  |  |  |  | 5000 |  |  | 8000
CTG | Assets | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | Transcoastal | 0 |  | [NAME] | 1000 |  | LSI | 0
 |  | Crown Energy | 0 |  | Bonus Resources | 0 |  | Venoco | 0
 |  | Hughes Rawls | 0 |  | Catalytica | 0 |  | Noram | 0
 |  |  |  |  | Lyco | 0
 |  |  |  |  | Sierra Well Service | 0
 |  |  |  |  | Hancock | 0
 |  |  |  |  | Terradyne | 0
 |  |  |  |  | Industrial Holdings | 0
 |  |  |  |  | HV Marine | 0
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under
 |  |  |  |  | 13905 |  |  | 19955
Office of | the Chairman | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  |  |  |  | [NAME] | 30000
 |  | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/ | Unrealized |  | Over/
 |  | Budget |  | Under | Budget |  | Under | Budget |  | Under | Budget | Value | Under | Budget |  | Under
 |  |  |  |  | 0 |  |  | 0
 |  |  | Total Deals Identified