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
ALUSSA ENERGY ACQUISITION CO UNIT 10/31/2026 G0232J127 14,490 1,437,500 SH   DFND 1,2 1,437,500 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 27,254 1,271,165 SH   DFND 1,2 1,271,165 0 0
CACTUS INC CL A 127203107 37,903 1,104,392 SH   DFND 1 1,104,392 0 0
CANADIAN PAC RY LTD COM 13645T100 10,197 40,000 SH   DFND 1 40,000 0 0
CIMAREX ENERGY CO COM 171798101 83,708 1,594,742 SH   DFND 1,2 1,594,742 0 0
CLEVELAND CLIFFS INC COM 185899101 12,388 1,474,709 SH   DFND 1 1,474,709 0 0
CONTINENTAL RESOURCES INC COM 212015101 69,798 2,034,939 SH   DFND 1,2 2,034,939 0 0
DMC GLOBAL INC COM 23291C103 19,542 434,852 SH   DFND 1 434,852 0 0
ENERPLUS CORP COM 292766102 96,949 13,610,034 SH   DFND 1 13,610,034 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 13,360 1,000,000 SH   DFND 1,2 1,000,000 0 0
FIRST SOLAR INC COM 336433107 18,386 328,557 SH   DFND 1 328,557 0 0
FREEPORT-MCMORAN INC CL B 35671D857 32,139 2,449,638 SH   DFND 1 2,449,638 0 0
GEOPARK LTD USD SHS G38327105 22,100 1,000,000 SH   DFND 1,2 1,000,000 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109 15,410 1,360,120 SH   DFND 1 1,360,120 0 0
GREEN PLAINS INC COM 393222104 21,908 1,419,812 SH   DFND 1 1,419,812 0 0
HARSCO CORP COM 415864107 33,726 1,465,714 SH   DFND 1 1,465,714 0 0
HUDBAY MINERALS INC COM 443628102 8,927 2,154,594 SH   DFND 1 2,154,594 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 340,176 1,600,000 SH Put DFND 1,2 1,600,000 0 0
JAGGED PEAK ENERGY INC COM 47009K107 74,792 8,809,454 SH   DFND 1,2 8,809,454 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 65,566 5,211,904 SH   DFND 1,2 5,211,904 0 0
MARATHON OIL CORP COM 565849106 77,013 5,671,049 SH   DFND 1,2 5,671,049 0 0
MATADOR RES CO COM 576485205 44,260 2,462,973 SH   DFND 1,2 2,462,973 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 27,559 3,021,856 SH   DFND 1 3,021,856 0 0
NEW FORTRESS ENERGY LLC CL A SHS RP LLC 644393100 26,125 1,667,176 SH   DFND 1 1,667,176 0 0
NINE ENERGY SVC INC COM 65441V101 9,273 1,185,835 SH   DFND 1 1,185,835 0 0
OCCIDENTAL PETE CORP COM 674599105 46,444 1,127,018 SH   DFND 1,2 1,127,018 0 0
PIONEER NAT RES CO COM 723787107 82,497 545,000 SH   DFND 1,2 545,000 0 0
PRECISION DRILLING CORP COM 2010 74022D308 6,937 4,977,036 SH   DFND 1 4,977,036 0 0
PROPETRO HLDG CORP COM 74347M108 45,238 4,021,135 SH   DFND 1 4,021,135 0 0
SM ENERGY CO COM 78454L100 31,243 2,779,666 SH   DFND 1,2 2,779,666 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 12,700 907,160 SH   DFND 1 907,160 0 0
STONERIDGE INC COM 86183P102 12,132 413,769 SH   DFND 1 413,769 0 0
SUNNOVA ENERGY INTL INC COM 86745K104 9,007 807,107 SH   DFND 1 807,107 0 0
TALOS ENERGY INC COM 87484T108 28,807 955,460 SH   DFND 1,2 955,460 0 0
TECK RESOURCES LTD CL B 878742204 14,289 822,630 SH   DFND 1 822,630 0 0
U S WELL SVCS INC CL A 91274U101 3,601 1,905,221 SH   DFND 1 1,905,221 0 0
UNITED STATES STL CORP NEW COM 912909108 13,407 1,175,000 SH   DFND 1 1,175,000 0 0
VERMILION ENERGY INC COM 923725105 35,611 2,178,190 SH   DFND 1 2,178,190 0 0
VISTA OIL & GAS S A B DE C V SPONSORED ADS 92837L109 11,882 1,513,615 SH   DFND 1,2 1,513,615 0 0
WORLD FUEL SVCS CORP COM 981475106 14,137 325,580 SH   DFND 1 325,580 0 0