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 17,119 269,252 SH   DFND 1 269,252 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 9,534 211,300 SH   DFND 1 211,300 0 0
CIMAREX ENERGY CO COM 171798101 9,546 82,946 SH   DFND 1 82,946 0 0
CIMAREX ENERGY CO COM 171798101 11,030 95,834 SH   DFND 2 95,834 0 0
CONTINENTAL RESOURCES INC COM 212015101 8,647 198,005 SH   DFND 1 198,005 0 0
CONTINENTAL RESOURCES INC COM 212015101 9,992 228,800 SH   DFND 2 228,800 0 0
CSX CORP COM 126408103 10,482 316,474 SH   DFND 1 316,474 0 0
EQT CORP COM 26884L109 5,767 69,594 SH   DFND 1 69,594 0 0
EQT CORP COM 26884L109 6,663 80,406 SH   DFND 2 80,406 0 0
EXTERRAN HLDGS INC COM 30225X103 24,683 735,259 SH   DFND 1 735,259 0 0
FMSA HLDGS INC COM 30255X106 2,978 411,311 SH   DFND 1 411,311 0 0
GULFPORT ENERGY CORP COM NEW 402635304 17,228 375,257 SH   DFND 2 375,257 0 0
GULFPORT ENERGY CORP COM NEW 402635304 14,909 324,743 SH   DFND 1 324,743 0 0
HELMERICH & PAYNE INC COM 423452101 10,211 150,000 SH   DFND 1 150,000 0 0
KOSMOS ENERGY LTD SHS G5315B107 3,456 436,800 SH Call DFND 1 436,800 0 0
KOSMOS ENERGY LTD SHS G5315B107 4,454 563,200 SH Call DFND 2 563,200 0 0
MAGNUM HUNTER RES CORP DEL COM 55973B102 6,649 2,490,441 SH   DFND 1 2,490,441 0 0
MAGNUM HUNTER RES CORP DEL COM 55973B102 7,683 2,877,352 SH   DFND 2 2,877,352 0 0
MARATHON PETE CORP COM 56585A102 18,983 185,400 SH   DFND 1 185,400 0 0
NABORS INDUSTRIES LTD SHS G6359F103 8,873 650,000 SH   DFND 1 650,000 0 0
NEWFIELD EXPL CO COM 651290108 18,105 515,949 SH   DFND 2 515,949 0 0
NEWFIELD EXPL CO COM 651290108 15,667 446,486 SH   DFND 1 446,486 0 0
OASIS PETE INC NEW COM 674215108 18,826 1,323,912 SH   DFND 1 1,323,912 0 0
OASIS PETE INC NEW COM 674215108 9,675 680,390 SH   DFND 2 680,390 0 0
PARSLEY ENERGY INC CL A 701877102 7,176 449,066 SH   DFND 1 449,066 0 0
PARSLEY ENERGY INC CL A 701877102 8,291 518,834 SH   DFND 2 518,834 0 0
PATTERSON UTI ENERGY INC COM 703481101 5,997 319,400 SH   DFND 1 319,400 0 0
PDC ENERGY INC COM 69327R101 11,736 217,179 SH   DFND 1 217,179 0 0
PDC ENERGY INC COM 69327R101 13,560 250,921 SH   DFND 2 250,921 0 0
RICE ENERGY INC COM 762760106 13,390 615,371 SH   DFND 2 615,371 0 0
RICE ENERGY INC COM 762760106 11,589 532,569 SH   DFND 1 532,569 0 0
RPC INC COM 749660106 9,308 726,653 SH   DFND 1 726,653 0 0
SM ENERGY CO COM 78454L100 6,926 134,010 SH   DFND 2 134,010 0 0
SM ENERGY CO COM 78454L100 5,994 115,990 SH   DFND 1 115,990 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 11,992 536,800 SH   DFND 1 536,800 0 0
TESORO CORP COM 881609101 9,129 100,000 SH Put DFND 1 100,000 0 0
U S SILICA HLDGS INC COM 90346E103 21,715 609,800 SH   DFND 1 609,800 0 0
ULTRA PETROLEUM CORP COM 903914109 9,292 594,518 SH   DFND 1 594,518 0 0
ULTRA PETROLEUM CORP COM 903914109 10,736 686,882 SH   DFND 2 686,882 0 0
W & T OFFSHORE INC COM 92922P106 1,008 197,183 SH   DFND 1 197,183 0 0
W & T OFFSHORE INC COM 92922P106 1,164 227,817 SH   DFND 2 227,817 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 7,889 641,400 SH   DFND 1 641,400 0 0