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 |
| ATHLON ENERGY INC | COM | 047477104 | 11,777 | 332,225 | SH | DFND | 1 | 332,225 | 0 | 0 | |
| BARRETT BILL CORP | COM | 06846N104 | 9,115 | 356,069 | SH | DFND | 1 | 356,069 | 0 | 0 | |
| CARBO CERAMICS INC | COM | 140781105 | 10,023 | 72,634 | SH | DFND | 1 | 72,634 | 0 | 0 | |
| CIMAREX ENERGY CO | COM | 171798101 | 32,146 | 269,886 | SH | DFND | 1 | 269,886 | 0 | 0 | |
| CONSOL ENERGY INC | COM | 20854P109 | 11,945 | 298,992 | SH | DFND | 1 | 298,992 | 0 | 0 | |
| ENCANA CORP | COM | 292505104 | 30,492 | 1,426,200 | SH | DFND | 1 | 1,426,200 | 0 | 0 | |
| ENERGEN CORP | COM | 29265N108 | 22,149 | 274,084 | SH | DFND | 1 | 274,084 | 0 | 0 | |
| GULFPORT ENERGY CORP | COM NEW | 402635304 | 41,395 | 581,548 | SH | DFND | 1 | 581,548 | 0 | 0 | |
| HALLIBURTON CO | COM | 406216101 | 14,960 | 254,037 | SH | DFND | 1 | 254,037 | 0 | 0 | |
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 12,043 | 118,000 | SH | DFND | 1 | 118,000 | 0 | 0 | |
| KODIAK OIL & GAS CORP | COM | 50015Q100 | 17,915 | 1,475,728 | SH | DFND | 1 | 1,475,728 | 0 | 0 | |
| MAGNUM HUNTER RES CORP DEL | COM | 55973B102 | 153 | 18,008 | SH | DFND | 1 | 18,008 | 0 | 0 | |
| NEWFIELD EXPL CO | COM | 651290108 | 26,389 | 841,500 | SH | DFND | 1 | 841,500 | 0 | 0 | |
| PRECISION DRILLING CORP | COM 2010 | 74022D308 | 11,968 | 999,797 | SH | DFND | 1 | 999,797 | 0 | 0 | |
| RICE ENERGY INC | COM | 762760106 | 13,112 | 496,851 | SH | DFND | 1 | 496,851 | 0 | 0 | |
| RPC INC | COM | 749660106 | 12,346 | 604,600 | SH | DFND | 1 | 604,600 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 16,536 | 400,000 | SH | Put | DFND | 1 | 400,000 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 | 19,543 | 104,141 | SH | DFND | 1 | 104,141 | 0 | 0 | |
| VALERO ENERGY CORP NEW | COM | 91913Y100 | 10,502 | 197,785 | SH | DFND | 1 | 197,785 | 0 | 0 | |
| WEATHERFORD INTERNATIONAL LT | REG SHS | H27013103 | 22,594 | 1,301,523 | SH | DFND | 1 | 1,301,523 | 0 | 0 | |
| WHITING PETE CORP NEW | COM | 966387102 | 31,296 | 451,010 | SH | DFND | 1 | 451,010 | 0 | 0 | |