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
CABOT OIL & GAS CORP COM 127097103 10,432 477,205 SH   DFND 2 477,205 0 0
CABOT OIL & GAS CORP COM 127097103 6,715 307,183 SH   DFND 1 307,183 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 9,965 162,500 SH   DFND 1 162,500 0 0
CANADIAN PAC RY LTD COM 13645T100 10,050 70,000 SH   DFND 1 70,000 0 0
CF INDS HLDGS INC COM 125269100 7,992 178,000 SH   DFND 1 178,000 0 0
CIMAREX ENERGY CO COM 171798101 4,840 47,227 SH   DFND 1 47,227 0 0
CIMAREX ENERGY CO COM 171798101 7,519 73,373 SH   DFND 2 73,373 0 0
CONCHO RES INC COM 20605P101 11,071 112,624 SH   DFND 1 112,624 0 0
CONCHO RES INC COM 20605P101 17,197 174,949 SH   DFND 2 174,949 0 0
CONTINENTAL RESOURCES INC COM 212015101 22,455 775,122 SH   DFND 2 775,122 0 0
CONTINENTAL RESOURCES INC COM 212015101 14,455 498,953 SH   DFND 1 498,953 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,863 121,713 SH   DFND 1 121,713 0 0
DIAMONDBACK ENERGY INC COM 25278X109 12,215 189,087 SH   DFND 2 189,087 0 0
ENCANA CORP COM 292505104 13,210 2,051,314 SH   DFND 1 2,051,314 0 0
ENCANA CORP COM 292505104 20,524 3,187,022 SH   DFND 2 3,187,022 0 0
ENERGEN CORP COM 29265N108 8,871 177,912 SH   DFND 1 177,912 0 0
ENERGEN CORP COM 29265N108 13,782 276,414 SH   DFND 2 276,414 0 0
EOG RES INC COM 26875P101 18,713 257,048 SH   DFND 1 257,048 0 0
EOG RES INC COM 26875P101 17,614 241,952 SH   DFND 2 241,952 0 0
EP ENERGY CORP CL A 268785102 6,257 1,214,978 SH   DFND 1 1,214,978 0 0
EP ENERGY CORP CL A 268785102 9,721 1,887,622 SH   DFND 2 1,887,622 0 0
EXTERRAN HLDGS INC COM 30225X103 11,061 614,523 SH   DFND 1 614,523 0 0
FLOTEK INDS INC DEL COM 343389102 7,119 426,300 SH   DFND 1 426,300 0 0
FMC TECHNOLOGIES INC COM 30249U101 7,924 255,600 SH   DFND 1 255,600 0 0
GENER8 MARITIME INC COM Y26889108 7,635 697,234 SH   DFND 1 697,234 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 13,940 500,000 SH   DFND 1 500,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 7,354 79,035 SH   DFND 1 79,035 0 0
INTEROIL CORP COM 460951106 1,980 58,740 SH   DFND 1 58,740 0 0
INTEROIL CORP COM 460951106 3,076 91,260 SH   DFND 2 91,260 0 0
LAREDO PETROLEUM INC COM 516806106 8,939 947,907 SH   DFND 1 947,907 0 0
LAREDO PETROLEUM INC COM 516806106 13,887 1,472,693 SH   DFND 2 1,472,693 0 0
MARATHON OIL CORP COM 565849106 16,581 1,076,716 SH   DFND 1 1,076,716 0 0
MARATHON OIL CORP COM 565849106 17,985 1,167,884 SH   DFND 2 1,167,884 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 9,953 566,174 SH   DFND 1 566,174 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 15,464 879,634 SH   DFND 2 879,634 0 0
NEWFIELD EXPL CO COM 651290108 20,027 608,725 SH   DFND 2 608,725 0 0
NEWFIELD EXPL CO COM 651290108 12,892 391,853 SH   DFND 1 391,853 0 0
NOBLE CORP PLC SHS USD G65431101 11,126 1,019,827 SH   DFND 1 1,019,827 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 20,366 307,877 SH   DFND 1 307,877 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 31,638 478,284 SH   DFND 2 478,284 0 0
RICE ENERGY INC COM 762760106 3,951 244,494 SH   DFND 1 244,494 0 0
RICE ENERGY INC COM 762760106 6,139 379,865 SH   DFND 2 379,865 0 0
SOUTHWESTERN ENERGY CO COM 845467109 8,936 704,148 SH   DFND 1 704,148 0 0
SOUTHWESTERN ENERGY CO COM 845467109 13,882 1,093,910 SH   DFND 2 1,093,910 0 0
TEEKAY TANKERS LTD CL A Y8565N102 8,856 1,283,486 SH   DFND 1 1,283,486 0 0
TRANSOCEAN LTD REG SHS H8817H100 5,978 462,700 SH   DFND 1 462,700 0 0