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
BARRETT BILL CORP COM 06846N104 2,242 83,715 SH   SOLE   83,715 0 0
BARRETT BILL CORP COM 06846N104 32,248 1,204,197 SH   DFND 1 1,204,197 0 0
BRISTOW GROUP INC COM 110394103 34,774 463,288 SH   DFND 1 463,288 0 0
BRISTOW GROUP INC COM 110394103 2,417 32,207 SH   SOLE   32,207 0 0
CABOT OIL & GAS CORP COM 127097103 18,088 466,663 SH   DFND 1 466,663 0 0
CABOT OIL & GAS CORP COM 127097103 1,258 32,445 SH   SOLE   32,445 0 0
CANADIAN PAC RY LTD COM 13645T100 18,831 124,447 SH   DFND 1 124,447 0 0
CANADIAN PAC RY LTD COM 13645T100 1,309 8,653 SH   SOLE   8,653 0 0
CIMAREX ENERGY CO COM 171798101 51,761 493,385 SH   DFND 1 493,385 0 0
CIMAREX ENERGY CO COM 171798101 3,599 34,301 SH   SOLE   34,301 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,547 29,257 SH   SOLE   29,257 0 0
DIAMONDBACK ENERGY INC COM 25278X109 22,246 420,843 SH   DFND 1 420,843 0 0
DRIL-QUIP INC COM 262037104 20,545 186,894 SH   DFND 1 186,894 0 0
DRIL-QUIP INC COM 262037104 1,428 12,991 SH   SOLE   12,991 0 0
EOG RES INC COM 26875P101 12,256 73,023 SH   DFND 1 73,023 0 0
EOG RES INC COM 26875P101 852 5,077 SH   SOLE   5,077 0 0
EXCO RESOURCES INC COM 269279402 9,828 1,850,849 SH   DFND 1 1,850,849 0 0
EXCO RESOURCES INC COM 269279402 683 128,669 SH   SOLE   128,669 0 0
GULFPORT ENERGY CORP COM NEW 402635304 54,827 868,206 SH   DFND 1 868,206 0 0
GULFPORT ENERGY CORP COM NEW 402635304 3,812 60,358 SH   SOLE   60,358 0 0
HALLIBURTON CO COM 406216101 33,386 657,853 SH   DFND 1 657,853 0 0
HALLIBURTON CO COM 406216101 2,321 45,735 SH   SOLE   45,735 0 0
HESS CORP COM 42809H107 8,400 101,202 SH   DFND 1 101,202 0 0
HESS CORP COM 42809H107 584 7,036 SH   SOLE   7,036 0 0
KEY ENERGY SVCS INC COM 492914106 273 34,549 SH   SOLE   34,549 0 0
KEY ENERGY SVCS INC COM 492914106 3,926 496,946 SH   DFND 1 496,946 0 0
LAREDO PETE HLDGS INC COM 516806106 8,194 295,926 SH   DFND 1 295,926 0 0
LAREDO PETE HLDGS INC COM 516806106 570 20,574 SH   SOLE   20,574 0 0
NOBLE CORP PLC SHS USD G65431101 3,503 93,500 SH   DFND 1 93,500 0 0
NOBLE CORP PLC SHS USD G65431101 244 6,500 SH   SOLE   6,500 0 0
NOBLE ENERGY INC COM 655044105 15,519 227,849 SH   DFND 1 227,849 0 0
NOBLE ENERGY INC COM 655044105 1,079 15,841 SH   SOLE   15,841 0 0
PRECISION DRILLING CORP COM 2010 74022D308 4,003 427,260 SH   DFND 1 427,260 0 0
PRECISION DRILLING CORP COM 2010 74022D308 278 29,703 SH   SOLE   29,703 0 0
SCHLUMBERGER LTD COM 806857108 679 7,534 SH   SOLE   7,534 0 0
SCHLUMBERGER LTD COM 806857108 46,335 514,200 SH Call DFND 1 514,200 0 0
SCHLUMBERGER LTD COM 806857108 9,765 108,366 SH   DFND 1 108,366 0 0
SCHLUMBERGER LTD COM 806857108 3,226 35,800 SH Call SOLE   35,800 0 0
SCORPIO BULKERS INC SHS Y7546A106 5,168 514,250 SH   DFND 1 514,250 0 0
SCORPIO BULKERS INC SHS Y7546A106 359 35,750 SH   SOLE   35,750 0 0
SM ENERGY CO COM 78454L100 38,505 463,299 SH   DFND 1 463,299 0 0
SM ENERGY CO COM 78454L100 2,677 32,210 SH   SOLE   32,210 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,403 47,685 SH   DFND 1 47,685 0 0
VALERO ENERGY CORP NEW COM 91913Y100 167 3,315 SH   SOLE   3,315 0 0
W & T OFFSHORE INC COM 92922P106 19,209 1,200,586 SH   DFND 1 1,200,586 0 0
W & T OFFSHORE INC COM 92922P106 1,335 83,465 SH   SOLE   83,465 0 0
WHITING PETE CORP NEW COM 966387102 3,461 55,934 SH   SOLE   55,934 0 0
WHITING PETE CORP NEW COM 966387102 49,782 804,620 SH   DFND 1 804,620 0 0