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 7,713 125,000 SH   DFND 1 125,000 0 0
CARBO CERAMICS INC COM 140781105 2,074 49,828 SH   DFND 1 49,828 0 0
CIMAREX ENERGY CO COM 171798101 11,219 101,701 SH   DFND 1 101,701 0 0
CIMAREX ENERGY CO COM 171798101 17,416 157,885 SH   DFND 2 157,885 0 0
CIVEO CORP COM 178787107 4,335 1,412,149 SH   DFND 1 1,412,149 0 0
CONTINENTAL RESOURCES INC COM 212015101 12,359 291,552 SH   DFND 1 291,552 0 0
CONTINENTAL RESOURCES INC COM 212015101 19,186 452,610 SH   DFND 2 452,610 0 0
ECLIPSE RES CORP COM 27890G100 5,717 1,086,796 SH   DFND 1 1,086,796 0 0
ECLIPSE RES CORP COM 27890G100 8,875 1,687,190 SH   DFND 2 1,687,190 0 0
ENERGEN CORP COM 29265N108 20,438 299,233 SH   DFND 1 299,233 0 0
ENERGEN CORP COM 29265N108 31,728 464,536 SH   DFND 2 464,536 0 0
EXTERRAN HLDGS INC COM 30225X103 20,799 637,036 SH   DFND 1 637,036 0 0
FMC TECHNOLOGIES INC COM 30249U101 20,401 491,700 SH   DFND 1 491,700 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 8,577 422,946 SH   DFND 1 422,946 0 0
GENER8 MARITIME INC COM Y26889108 18,060 1,325,000 SH   DFND 1 1,325,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 10,763 229,971 SH   DFND 1 229,971 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 1,915 40,924 SH   DFND 2 40,924 0 0
HOLLYFRONTIER CORP COM 436106108 14,942 350,000 SH   DFND 1 350,000 0 0
KOSMOS ENERGY LTD SHS G5315B107 3,682 436,800 SH Call DFND 1 436,800 0 0
KOSMOS ENERGY LTD SHS G5315B107 4,748 563,200 SH Call DFND 2 563,200 0 0
MATADOR RES CO COM 576485205 11,158 446,305 SH   DFND 2 446,305 0 0
MATADOR RES CO COM 576485205 7,187 287,495 SH   DFND 1 287,495 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 8,637 455,314 SH   DFND 1 455,314 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 13,409 706,838 SH   DFND 2 706,838 0 0
NEWFIELD EXPL CO COM 651290108 14,895 412,387 SH   DFND 1 412,387 0 0
NEWFIELD EXPL CO COM 651290108 23,124 640,199 SH   DFND 2 640,199 0 0
NOBLE ENERGY INC COM 655044105 4,731 110,852 SH   DFND 1 110,852 0 0
NOBLE ENERGY INC COM 655044105 7,344 172,078 SH   DFND 2 172,078 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 5,742 73,828 SH   DFND 1 73,828 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 8,913 114,613 SH   DFND 2 114,613 0 0
OCEAN RIG UDW INC SHS Y64354205 3,169 617,700 SH   DFND 1 617,700 0 0
PARSLEY ENERGY INC CL A 701877102 9,196 527,884 SH   DFND 1 527,884 0 0
PARSLEY ENERGY INC CL A 701877102 14,276 819,529 SH   DFND 2 819,529 0 0
PDC ENERGY INC COM 69327R101 11,099 206,910 SH   DFND 2 206,910 0 0
PDC ENERGY INC COM 69327R101 7,149 133,277 SH   DFND 1 133,277 0 0
PIONEER NAT RES CO COM 723787107 7,738 55,793 SH   DFND 1 55,793 0 0
PIONEER NAT RES CO COM 723787107 12,012 86,607 SH   DFND 2 86,607 0 0
QUANTA SVCS INC COM 74762E102 3,934 136,500 SH   DFND 1 136,500 0 0
RICE ENERGY INC COM 762760106 6,904 331,451 SH   DFND 1 331,451 0 0
RICE ENERGY INC COM 762760106 10,719 514,571 SH   DFND 2 514,571 0 0
TEEKAY TANKERS LTD CL A Y8565N102 8,471 1,281,600 SH   DFND 1 1,281,600 0 0
U S SILICA HLDGS INC COM 90346E103 18,520 630,800 SH   DFND 1 630,800 0 0
VALERO ENERGY CORP NEW COM 91913Y100 9,747 155,700 SH   DFND 1 155,700 0 0