Spreadsheet: sally_beck__33696__Hot List 0609
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 9, 2000
 |  | Second Quarter 2000 |  |  | Third Quarter 2000 |  |  | Fourth Quarter 2000 |  |  | Totals |  |  | First Quarter 2001
East | Midstream | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | FOG | 2500 |  | CRRA | 5000 |  | NSTAR | 25000 |  |  |  |  | SCANA | 10000
 |  | Chicago-Gas | 2000 |  | Alamac | 5000 |  | TECO | 10000
 |  | Great River | 800 |  | New Jersey Natural | 4000 |  | Project Green Jacket | 10000
 |  | [NAME] | 0 |  | PSEG | 4000 |  | Project [NAME] | 8000
 |  |  |  |  | LNG | 3000 |  | Project [NAME] | 8000
 |  |  |  |  | Chicago-Hub | 2000 |  | Chicago Power | 7000
 |  |  |  |  | TU Electric | 750 |  | Baltimore G&E | 2000
 |  |  |  |  | Tangerine | 0
 |  |  |  |  | [NAME] | 0
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget | Value | Under | Unrealized Budget |  | Under
 |  |  |  |  | 21493 |  |  | 22344 |  |  |  |  |  | 19228.05
West | Midstream | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | [NAME] | 8000 |  | Cascade | 5000 |  | Pastoria | 30000 |  |  |  |  | Santa Clara | 5000
 |  | Coyote Springs 2 | 7300 |  | Southwest Gas | 5000 |  | [NAME] | 10000
 |  | Avista Power | 600 |  | Tecate/Corona | 4000 |  | Avalanche | 6000
 |  |  |  |  | PSCo | 2000 |  | Roseville | 5000
 |  |  |  |  |  |  |  | Aera | 5000
 |  |  |  |  |  |  |  | LODI | 5000
 |  |  |  |  |  |  |  | Pacificorp | 5000
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget | Value | Under | Unrealized Budget |  | Under
 |  |  |  |  | 17163 |  |  | 43231 |  |  |  |  |  | 17867.25
Industrial | Downstream | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | [NAME] | 10000 |  | KPM Lasara ([NAME]) | 12000 |  | Smurfit Stone - Pontiac | 10000 |  |  |  |  | USEC | 10000
 |  | Trading | 2270 |  | [NAME] | 10000 |  | Project Riviera | 5000 |  |  |  |  | [NAME] | 8000
 |  |  |  |  | Garden State | 10000 |  | Inland (Orange) | 5000 |  |  |  |  | [NAME] | 8000
 |  |  |  |  | West Tacoma | 10000 |  | Colonial Pipeline | 5000 |  |  |  |  | Trading | 5000
 |  |  |  |  | Alamac | 5000 |  | Inland (Rome) | 5000
 |  |  |  |  | BP Amoco | 5000 |  | National Gypsum | 5000
 |  |  |  |  | GE Plastics | 5000 |  | Westvaco | 5000
 |  |  |  |  | Aectra / Short BTU Swap | 3000 |  | EES London | 4000
 |  |  |  |  | [NAME] | 3000 |  | Newark | 2000
 |  |  |  |  | Trading | 5000 |  | Trading | 5000
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget | Value | Under | Unrealized Budget |  | Under
 |  |  |  |  | 28361 |  |  | 28361 |  |  |  |  |  | 22762.35
Generation / IPP | Investments | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | E Coast Power (Recap/Linden 6) | 15000 |  | Indeck-Corinth | 10000 |  | [NAME] | 30000 |  |  |  |  | [NAME] | 10000
 |  | Tenaska - Cleeborne | 10000 |  | ANP | 10000 |  | Tractebel | 12500 |  |  |  |  | [NAME] | 7500
 |  | East Coast Power (Tosco) | 2500 |  | Dynegy | 9000 |  | Florida Power & Light (FPL) | 12500
 |  |  |  |  |  |  |  | Mission | 7500
 |  |  |  |  |  |  |  | York BNY | 5000
 |  |  |  |  |  |  |  | AES | 5000
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget | Value | Under | Unrealized Budget |  | Under
 |  |  |  |  | 18712 |  |  | 18713 |  |  |  |  |  | 25259.95
Coal | Origination & Finance | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | Mission Restructure | 2000 |  | SynFuel - Sempra | 10000 |  | Synfuel - Pacificorp | 10000 |  |  |  |  | Railroad Marketing | 10000
 |  | IMM Bulk Terminal | 1500 |  | Jupiter / Eagle Energy | 4000 |  | DPR | 5000 |  |  |  |  | EOL Auction | 0
 |  | [NAME] | 1000 |  | DRS | 2000 |  | British Energy - UK | 5000 |  |  |  |  | Anker-CFB | 0
 |  | Freight Liner | 500 |  | Massey | 2000 |  | AES - UK | 5000 |  |  |  |  | [NAME] | 0
 |  |  |  |  | British Steel-Redcar | 1000 |  | BMR | 4000
 |  |  |  |  | MRC | 500 |  | AMCI | 3000
 |  |  |  |  |  |  |  | Anker | 2000
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget | Value | Under | Unrealized Budget |  | Under
 |  |  |  |  | 6279 |  |  | 6279 |  |  |  |  |  | 20493
Canada | Origination & Finance | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | Petro-Canada | 2000 |  | LGE Canada Tax Pools | 10000 |  | ENERconnect | 5000
 |  | Place | 800 |  | Invasion | 4000 |  | Blue Range Recovery | 2000
 |  | Petro-Canada(Incentive) | 500 |  | PML | 3000
 |  |  |  |  | Startech | 2000
 |  |  |  |  | Beau Canada | 1000
 |  |  |  |  | Alberta PPA Auction | 0
 |  |  |  |  | Ontario NUG's | 0
 |  |  |  |  | G6 | 0
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget | Value | Under | Unrealized Budget |  | Under
 |  |  |  |  | 11557 |  |  | 11558 |  |  |  |  |  | 15600.6
GRM | New Products | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | Enron/Austin Energy | 300 |  | Project Liberty | 750 |  | Project Chesapeake | 10000 |  |  |  |  | Project [NAME] | 7500
 |  | EEX Insurance | 300 |  |  |  |  | Project Taft | 10000
 |  |  |  |  |  |  |  | Project Margin Call | 1500
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget | Value | Under | Unrealized Budget |  | Under
 |  |  |  |  | 7712 |  |  | 7712 |  |  |  |  |  | 10411.2
 | Mexico | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | TFM | 850 |  | Industrial Outsourcing | 0 |  | Vitro | 26000 |  |  |  |  | FAPSA | 2000
 |  | Vitro | 21.041 |  | Risk Management | 0 |  | CFE - Mexico | 8000 |  |  |  |  | FERSINSA | 2000
 |  |  |  |  |  |  |  | Industrial Outsourcing | 0
 |  |  |  |  |  |  |  | Risk Management | 0
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget | Value | Under | Unrealized Budget |  | Under
 |  |  |  |  | 4656 |  |  | 4656 |  |  |  |  |  | 6285.6
ENA | Upstream Assets | Deal | Value | 24 | Deal | Value | 149 | Deal | Value | 46 |  |  |  | Deal | Value | 6
 |  | TCC Auction | 1600 |  | 20/20 | 20000 |  | Black Water | 2500 |  |  |  |  | Gator | 2000
 |  | NNG Hubbard Restructure | 1000 |  | TCC Auction | 2452.47 |  | North Central Oil Corp | 1100 |  |  |  |  | Cevalo | 2000
 |  | Bammel Emission Reduction | 900 |  | Napolean Pad Gas | 2000 |  | Big Chief | 1000 |  |  |  |  | [NAME] | 500
 |  | 21 Deals under $300K | 775 |  | Neptune-Part 1 | 2000 |  | Rock House | 1000 |  |  |  |  | Belle River | 500
 |  |  |  |  | Medusa | 1000 |  | Petrosource | 1000 |  |  |  |  | TCC Auction | 349.734
 |  |  |  |  | Pleasant Prairie | 800 |  | NCE | 1000 |  |  |  |  | Bridgeline IT | 31
 |  |  |  |  | Production Payment | 500 |  | Conoco | 1000
 |  |  |  |  | Canyon Express | 500 |  | Devil's Tower | 1000
 |  |  |  |  | [NAME] | 500 |  | Magnolia | 1000
 |  |  |  |  | Red Clay | 500 |  | Entrada | 1000
 |  |  |  |  | [NAME] | 500 |  | Treasure Island | 1000
 |  |  |  |  | Bammel Emission Credit II | 350 |  | KMI | 1000
 |  |  |  |  | Back-up Tongs | 300 |  | Llano | 1000
 |  |  |  |  | CNG - Osprey #4 | 300 |  | TCC Auction | 537.353
 |  |  |  |  | 135 Deals under $300K | 5822 |  | Project Coca Cola | 500
 |  |  |  |  |  |  |  | [NAME] | 500
 |  |  |  |  |  |  |  | Jailbreak | 500
 |  |  |  |  |  |  |  | Ocean | 500
 |  |  |  |  |  |  |  | Captain America | 500
 |  |  |  |  |  |  |  | Pink Lady | 500
 |  |  |  |  |  |  |  | United Oil - Treating Alliance | 500
 |  |  |  |  |  |  |  | 25 Deals under $300K | 1577
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget | Value | Under | Unrealized Budget |  | Under
 |  |  |  |  | 30190 |  |  | 29754 |  |  |  |  |  | 40262
Principal | Investing | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | Metering Technology Corp | 0 |  | Active Power | 10000 |  | Utiliquest(Byer's Locate) | 10000 |  |  |  |  | First World | 0
 |  | Tridium | 0 |  | IFC | 0 |  |  |  |  |  |  |  | Encorp | 0
 |  | Dais Analytic | 0
 |  | Syntroleum | 0
 |  | Engine World | 0
 |  | Raptor | 0
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget | Value | Under | Unrealized Budget |  | Under
 |  |  |  |  | 15390 |  |  | 15390 |  |  |  |  |  | 20776.5
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
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget | Value | Under | Unrealized Budget |  | Under
 |  |  |  |  | 5000 |  |  | 8000 |  |  |  |  |  | 15000
CTG | Assets | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  | HV Marine | 0 |  | [NAME] | 1000 |  | LSI | 0
 |  | [NAME] | 0 |  | Bonus Resources | 0 |  | Venoco | 0
 |  | Transcoastal | 0 |  | Catalytica | 0 |  | Noram | 0
 |  | Crown Energy | 0 |  | Lyco | 0
 |  | Hughes Rawls | 0 |  | Sierra Well Service | 0
 |  |  |  |  | Hancock | 0
 |  |  |  |  | Terradyne | 0
 |  |  |  |  | Industrial Holdings | 0
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget | Value | Under | Unrealized Budget |  | Under
 |  |  |  |  | 13905 |  |  | 19955 |  |  |  |  |  | 6748.65
Office of | the Chairman | Deal | Value |  | Deal | Value |  | Deal | Value |  |  |  |  | Deal | Value
 |  |  |  |  | [NAME] | 30000
 |  |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/ |  |  | Over/
 |  | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget |  | Under | Unrealized Budget | Value | Under | Unrealized Budget |  | Under
 |  |  |  |  | 0 |  |  | 0
 |  |  | Total Deals Identified