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
ANADARKO PETE CORP COM 032511107 57,340 1,260,768 SH   DFND 1,2 1,260,768 0 0
APERGY CORP COM 03755L104 16,545 402,959 SH   DFND 1 402,959 0 0
CACTUS INC CL A 127203107 34,911 980,652 SH   DFND 1 980,652 0 0
CONTINENTAL RESOURCES INC COM 212015101 79,350 1,772,403 SH   DFND 1,2 1,772,403 0 0
CSX CORP COM 126408103 748 10,000 SH Put DFND 1 10,000 0 0
DELEK US HLDGS INC NEW COM 24665A103 14,223 390,516 SH   DFND 1 390,516 0 0
DENBURY RES INC COM NEW 247916208 15,375 7,500,000 SH   DFND 1,2 7,500,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 68,573 675,400 SH   DFND 1,2 675,400 0 0
DMC GLOBAL INC COM 23291C103 15,846 319,213 SH   DFND 1 319,213 0 0
ENERPLUS CORP COM 292766102 55,635 6,633,231 SH   DFND 1,2 6,633,231 0 0
EXTERRAN CORP COM 30227H106 7,290 432,625 SH   DFND 1 432,625 0 0
FIRST SOLAR INC COM 336433107 13,178 249,390 SH   DFND 1 249,390 0 0
JAGGED PEAK ENERGY INC COM 47009K107 40,630 3,880,596 SH   DFND 1,2 3,880,596 0 0
LILIS ENERGY INC COM NEW 532403201 5,359 4,580,000 SH   DFND 1,2 4,580,000 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 55,793 4,649,381 SH   DFND 1,2 4,649,381 0 0
MAGNOLIA OIL & GAS CORP *W EXP 07/31/202 559663117 2,787 821,994 SH   DFND 1,2 821,994 0 0
MARATHON OIL CORP COM 565849106 78,284 4,684,873 SH   DFND 1,2 4,684,873 0 0
MATADOR RES CO COM 576485205 19,330 1,000,000 SH   DFND 1,2 1,000,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 19,245 5,594,414 SH   DFND 1 5,594,414 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 27,722 2,652,842 SH   DFND 1 2,652,842 0 0
NEW FORTRESS ENERGY LLC CL A SHS RP LLC 644393100 24,303 2,080,700 SH   DFND 1 2,080,700 0 0
NINE ENERGY SVC INC COM 65441V101 13,739 606,595 SH   DFND 1 606,595 0 0
PARSLEY ENERGY INC CL A 701877102 19,261 997,967 SH   DFND 1,2 997,967 0 0
PENN VA CORP NEW COM 70788V102 12,639 286,589 SH   DFND 1,2 286,589 0 0
PQ GROUP HLDGS INC COM 73943T103 337 22,221 SH   DFND 1 22,221 0 0
PRECISION DRILLING CORP COM 2010 74022D308 9,369 3,946,543 SH   DFND 1 3,946,543 0 0
PROPETRO HLDG CORP COM 74347M108 28,175 1,250,000 SH   DFND 1 1,250,000 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 10,362 862,056 SH   DFND 1 862,056 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 13,967 849,551 SH   DFND 1 849,551 0 0
SOUTHERN COPPER CORP COM 84265V105 14,820 373,484 SH   DFND 1 373,484 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 268,356 950,000 SH Put DFND 1,2 950,000 0 0
SRC ENERGY INC COM 78470V108 20,480 4,000,000 SH   DFND 1,2 4,000,000 0 0
TALOS ENERGY INC COM 87484T108 49,549 1,865,559 SH   DFND 1,2 1,865,559 0 0
TEAM INC COM 878155100 10,250 585,705 SH   DFND 1 585,705 0 0
TECK RESOURCES LTD CL B 878742204 16,226 700,000 SH   DFND 1 700,000 0 0
TELLURIAN INC NEW COM 87968A104 10,992 981,407 SH   DFND 1 981,407 0 0
TENARIS S A SPONSORED ADS 88031M109 9,888 350,000 SH   DFND 1 350,000 0 0
U S WELL SVCS INC CL A 91274U101 14,567 1,825,418 SH   DFND 1 1,825,418 0 0
UNION PACIFIC CORP COM 907818108 58,520 350,000 SH Put DFND 1 350,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 18,769 221,250 SH   DFND 1 221,250 0 0
VALERO ENERGY CORP NEW COM 91913Y100 45,596 537,500 SH Call DFND 1 537,500 0 0
WORLD FUEL SVCS CORP COM 981475106 17,662 611,344 SH   DFND 1 611,344 0 0
WPX ENERGY INC COM 98212B103 25,579 1,951,126 SH   DFND 1,2 1,951,126 0 0