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 13,351 161,826 SH   DFND 2 161,826 0 0
ANADARKO PETE CORP COM 032511107 9,001 109,109 SH   DFND 1 109,109 0 0
CARRIZO OIL & GAS INC COM 144577103 7,104 170,764 SH   DFND 1 170,764 0 0
CARRIZO OIL & GAS INC COM 144577103 10,537 253,286 SH   DFND 2 253,286 0 0
CHESAPEAKE ENERGY CORP COM 165167107 5,003 255,628 SH   DFND 1 255,628 0 0
CHESAPEAKE ENERGY CORP COM 165167107 7,420 379,156 SH   DFND 2 379,156 0 0
CIMAREX ENERGY CO COM 171798101 9,517 89,781 SH   DFND 1 89,781 0 0
CIMAREX ENERGY CO COM 171798101 14,115 133,161 SH   DFND 2 133,161 0 0
CONCHO RES INC COM 20605P101 5,993 60,083 SH   DFND 1 60,083 0 0
CONCHO RES INC COM 20605P101 8,889 89,117 SH   DFND 2 89,117 0 0
DIAMONDBACK ENERGY INC COM 25278X109 12,079 202,063 SH   DFND 2 202,063 0 0
DIAMONDBACK ENERGY INC COM 25278X109 8,144 136,231 SH   DFND 1 136,231 0 0
DOMINION RES INC VA NEW COM 25746U109 3,253 42,300 SH   DFND 1 42,300 0 0
ENERGEN CORP COM 29265N108 8,859 138,948 SH   DFND 1 138,948 0 0
ENERGEN CORP COM 29265N108 13,139 206,077 SH   DFND 2 206,077 0 0
EOG RES INC COM 26875P101 2,656 28,843 SH   DFND 1 28,843 0 0
EOG RES INC COM 26875P101 3,938 42,774 SH   DFND 2 42,774 0 0
EQT CORP COM 26884L109 5,525 72,986 SH   DFND 2 72,986 0 0
EQT CORP COM 26884L109 3,725 49,212 SH   DFND 1 49,212 0 0
EXTERRAN HLDGS INC COM 30225X103 16,796 515,531 SH   DFND 1 515,531 0 0
GULFPORT ENERGY CORP COM NEW 402635304 9,263 221,931 SH   DFND 1 221,931 0 0
GULFPORT ENERGY CORP COM NEW 402635304 13,739 329,159 SH   DFND 2 329,159 0 0
MAGNUM HUNTER RES CORP DEL COM 55973B102 4,440 1,413,854 SH   DFND 1 1,413,854 0 0
MAGNUM HUNTER RES CORP DEL COM 55973B102 6,584 2,096,922 SH   DFND 2 2,096,922 0 0
MARATHON OIL CORP COM 565849106 8,818 311,714 SH   DFND 1 311,714 0 0
MARATHON OIL CORP COM 565849106 13,079 462,321 SH   DFND 2 462,321 0 0
NEWFIELD EXPL CO COM 651290108 8,969 330,718 SH   DFND 1 330,718 0 0
NEWFIELD EXPL CO COM 651290108 13,303 490,507 SH   DFND 2 490,507 0 0
NISOURCE INC COM 65473P105 6,058 142,800 SH   DFND 1 142,800 0 0
OCEANEERING INTL INC COM 675232102 8,927 151,800 SH   DFND 1 151,800 0 0
PDC ENERGY INC COM 69327R101 2,536 61,452 SH   DFND 1 61,452 0 0
PDC ENERGY INC COM 69327R101 3,762 91,148 SH   DFND 2 91,148 0 0
PIONEER NAT RES CO COM 723787107 8,290 55,693 SH   DFND 1 55,693 0 0
PIONEER NAT RES CO COM 723787107 12,296 82,607 SH   DFND 2 82,607 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 7,857 336,900 SH   DFND 1 336,900 0 0
SCHLUMBERGER LTD COM 806857108 14,187 166,100 SH   DFND 1 166,100 0 0
VALERO ENERGY CORP NEW COM 91913Y100 13,667 276,100 SH   DFND 1 276,100 0 0