The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
BAKER HUGHES INC COM 057224107 32,305 700,000 SH Call DFND 1 700,000 0 0
BAKER HUGHES INC COM 057224107 886 19,200 SH   DFND 1 19,200 0 0
CF INDS HLDGS INC COM 125269100 11,517 282,200 SH   DFND 1 282,200 0 0
CIMAREX ENERGY CO COM 171798101 5,805 64,946 SH   DFND 1 64,946 0 0
CIMAREX ENERGY CO COM 171798101 10,771 120,513 SH   DFND 2 120,513 0 0
CSX CORP COM 126408103 10,079 388,400 SH   DFND 1 388,400 0 0
DEVON ENERGY CORP NEW COM 25179M103 8,317 259,900 SH Call DFND 2 259,900 0 0
DEVON ENERGY CORP NEW COM 25179M103 16,555 517,349 SH   DFND 1 517,349 0 0
DEVON ENERGY CORP NEW COM 25179M103 30,718 959,951 SH   DFND 2 959,951 0 0
DEVON ENERGY CORP NEW COM 25179M103 4,483 140,100 SH Call DFND 1 140,100 0 0
ENCANA CORP COM 292505104 12,416 2,439,280 SH   DFND 1 2,439,280 0 0
ENCANA CORP COM 292505104 23,038 4,526,222 SH   DFND 2 4,526,222 0 0
ENERGEN CORP COM 29265N108 6,027 147,035 SH   DFND 1 147,035 0 0
ENERGEN CORP COM 29265N108 11,183 272,833 SH   DFND 2 272,833 0 0
EP ENERGY CORP CL A 268785102 5,299 1,209,765 SH   DFND 1 1,209,765 0 0
EP ENERGY CORP CL A 268785102 9,832 2,244,822 SH   DFND 2 2,244,822 0 0
EXTERRAN CORP COM 30227H106 5,152 321,000 SH   DFND 1 321,000 0 0
FMC TECHNOLOGIES INC COM 30249U101 3,911 134,800 SH   DFND 1 134,800 0 0
GRACE W R & CO DEL NEW COM 38388F108 7,244 72,735 SH   DFND 1 72,735 0 0
GULFPORT ENERGY CORP COM NEW 402635304 6,642 270,322 SH   DFND 1 270,322 0 0
GULFPORT ENERGY CORP COM NEW 402635304 12,324 501,589 SH   DFND 2 501,589 0 0
HESS CORP COM 42809H107 13,499 278,441 SH   DFND 2 278,441 0 0
HESS CORP COM 42809H107 7,275 150,059 SH   DFND 1 150,059 0 0
INTEROIL CORP COM 460951106 2,515 80,059 SH   DFND 1 80,059 0 0
INTEROIL CORP COM 460951106 4,668 148,556 SH   DFND 2 148,556 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 6,346 392,924 SH   DFND 1 392,924 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 11,775 729,095 SH   DFND 2 729,095 0 0
NABORS INDUSTRIES LTD SHS G6359F103 14,089 1,655,600 SH   DFND 1 1,655,600 0 0
NEWFIELD EXPL CO COM 651290108 11,967 367,552 SH   DFND 1 367,552 0 0
NEWFIELD EXPL CO COM 651290108 22,206 682,011 SH   DFND 2 682,011 0 0
OASIS PETE INC NEW COM 674215108 11,329 1,537,124 SH   DFND 1 1,537,124 0 0
OASIS PETE INC NEW COM 674215108 21,021 2,852,265 SH   DFND 2 2,852,265 0 0
PATTERSON UTI ENERGY INC COM 703481101 8,988 596,000 SH   DFND 1 596,000 0 0
PIONEER ENERGY SVCS CORP COM 723664108 4,141 1,908,154 SH   DFND 1 1,908,154 0 0
PIONEER NAT RES CO COM 723787107 9,370 74,735 SH   DFND 1 74,735 0 0
PIONEER NAT RES CO COM 723787107 17,386 138,669 SH   DFND 2 138,669 0 0
RICE ENERGY INC COM 762760106 6,596 605,110 SH   DFND 1 605,110 0 0
RICE ENERGY INC COM 762760106 12,238 1,122,790 SH   DFND 2 1,122,790 0 0
TEEKAY TANKERS LTD CL A Y8565N102 8,304 1,206,983 SH   DFND 1 1,206,983 0 0
TENARIS S A SPONSORED ADR 88031M109 12,516 525,896 SH   DFND 1 525,896 0 0
U S SILICA HLDGS INC COM 90346E103 11,219 599,000 SH   DFND 1 599,000 0 0
WESTERN REFNG INC COM 959319104 8,346 234,300 SH   DFND 1 234,300 0 0