The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ANTERO RES CORP | COM | 03674X106 | 11,945 | 182,000 | SH | DFND | 1 | 182,000 | 0 | 0 | |
| APACHE CORP | COM | 037411105 | 70,434 | 700,000 | SH | Put | DFND | 1 | 700,000 | 0 | 0 |
| ATHLON ENERGY INC | COM | 047477104 | 10,799 | 226,400 | SH | DFND | 1 | 226,400 | 0 | 0 | |
| BARRETT BILL CORP | COM | 06846N104 | 10,662 | 398,115 | SH | DFND | 1 | 398,115 | 0 | 0 | |
| BASIC ENERGY SVCS INC NEW | COM | 06985P100 | 9,555 | 327,000 | SH | DFND | 1 | 327,000 | 0 | 0 | |
| CANADIAN NATL RY CO | COM | 136375102 | 4,044 | 62,200 | SH | DFND | 1 | 62,200 | 0 | 0 | |
| CARBO CERAMICS INC | COM | 140781105 | 30,978 | 201,000 | SH | DFND | 1 | 201,000 | 0 | 0 | |
| CIMAREX ENERGY CO | COM | 171798101 | 27,155 | 189,289 | SH | DFND | 1 | 189,289 | 0 | 0 | |
| COMSTOCK RES INC | COM NEW | 205768203 | 8,167 | 283,176 | SH | DFND | 1 | 283,176 | 0 | 0 | |
| DEVON ENERGY CORP NEW | COM | 25179M103 | 13,244 | 166,800 | SH | DFND | 1 | 166,800 | 0 | 0 | |
| FMC TECHNOLOGIES INC | COM | 30249U101 | 12,994 | 212,768 | SH | DFND | 1 | 212,768 | 0 | 0 | |
| MAGNUM HUNTER RES CORP DEL | COM | 55973B102 | 1,709 | 208,368 | SH | DFND | 1 | 208,368 | 0 | 0 | |
| MARATHON OIL CORP | COM | 565849106 | 24,581 | 615,752 | SH | DFND | 1 | 615,752 | 0 | 0 | |
| MEMORIAL RESOURCE DEV CORP | COM | 58605Q109 | 12,497 | 513,000 | SH | DFND | 1 | 513,000 | 0 | 0 | |
| PARSLEY ENERGY INC | CL A | 701877102 | 18,773 | 779,950 | SH | DFND | 1 | 779,950 | 0 | 0 | |
| PATTERSON UTI ENERGY INC | COM | 703481101 | 11,810 | 338,000 | SH | DFND | 1 | 338,000 | 0 | 0 | |
| RPC INC | COM | 749660106 | 20,460 | 871,000 | SH | DFND | 1 | 871,000 | 0 | 0 | |
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 17,987 | 395,400 | SH | DFND | 1 | 395,400 | 0 | 0 | |
| TESORO CORP | COM | 881609101 | 4,025 | 68,600 | SH | DFND | 1 | 68,600 | 0 | 0 | |
| WPX ENERGY INC | COM | 98212B103 | 26,593 | 1,112,223 | SH | DFND | 1 | 1,112,223 | 0 | 0 | |