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 27,997 441,867 SH   DFND 2 441,867 0 0
ANADARKO PETE CORP COM 032511107 13,502 213,096 SH   DFND 1 213,096 0 0
ANTERO RES CORP COM 03674X106 7,016 260,320 SH   DFND 1 260,320 0 0
ANTERO RES CORP COM 03674X106 14,544 539,680 SH   DFND 2 539,680 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 7,570 605,600 SH   DFND 1 605,600 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 17,430 1,394,400 SH   DFND 2 1,394,400 0 0
CIMAREX ENERGY CO COM 171798101 7,273 54,128 SH   DFND 1 54,128 0 0
CIMAREX ENERGY CO COM 171798101 15,081 112,238 SH   DFND 2 112,238 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 13,670 1,612,000 SH   DFND 1 1,612,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 9,010 425,000 SH   DFND 1 425,000 0 0
HESS CORP COM 42809H107 37,384 697,200 SH Call DFND 2 697,200 0 0
HESS CORP COM 42809H107 18,027 336,200 SH Call DFND 1 336,200 0 0
HESS CORP COM 42809H107 4,798 89,486 SH   DFND 1 89,486 0 0
HESS CORP COM 42809H107 9,947 185,514 SH   DFND 2 185,514 0 0
JONES ENERGY INC COM CL A 48019R108 148 41,442 SH   DFND 1 41,442 0 0
JONES ENERGY INC COM CL A 48019R108 306 85,915 SH   DFND 2 85,915 0 0
LAREDO PETROLEUM INC COM 516806106 627 48,594 SH   DFND 1 48,594 0 0
LAREDO PETROLEUM INC COM 516806106 1,300 100,743 SH   DFND 2 100,743 0 0
NOBLE ENERGY INC COM 655044105 16,997 475,572 SH   DFND 2 475,572 0 0
NOBLE ENERGY INC COM 655044105 8,197 229,360 SH   DFND 1 229,360 0 0
PARSLEY ENERGY INC CL A 701877102 10,716 319,800 SH   DFND 1 319,800 0 0
PARSLEY ENERGY INC CL A 701877102 22,219 663,045 SH   DFND 2 663,045 0 0
QEP RES INC COM 74733V100 7,371 377,417 SH   DFND 1 377,417 0 0
QEP RES INC COM 74733V100 15,284 782,583 SH   DFND 2 782,583 0 0
RPC INC COM 749660106 11,325 674,107 SH   DFND 1 674,107 0 0
SHERWIN WILLIAMS CO COM 824348106 8,272 29,900 SH   DFND 1 29,900 0 0
SILVER RUN ACQUISITION CORP CL A 82811P101 9,073 576,078 SH   DFND 1 576,078 0 0
SILVER RUN ACQUISITION CORP CL A 82811P101 18,814 1,194,515 SH   DFND 2 1,194,515 0 0
SM ENERGY CO COM 78454L100 5,856 151,786 SH   DFND 2 151,786 0 0
SM ENERGY CO COM 78454L100 2,825 73,214 SH   DFND 1 73,214 0 0
SOUTHWESTERN ENERGY CO COM 845467109 6,087 439,810 SH   DFND 1 439,810 0 0
SOUTHWESTERN ENERGY CO COM 845467109 12,619 911,790 SH   DFND 2 911,790 0 0
TECK RESOURCES LTD CL B 878742204 2,524 140,000 SH   DFND 1 140,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 10,660 1,000,000 SH   DFND 1 1,000,000 0 0
U S SILICA HLDGS INC COM 90346E103 13,651 293,200 SH   DFND 1 293,200 0 0
U S SILICA HLDGS INC COM 90346E103 10,194 218,935 SH   SOLE   218,935 0 0
UNION PAC CORP COM 907818108 5,852 60,000 SH   DFND 1 60,000 0 0
WILLIAMS CLAYTON ENERGY INC COM 969490101 13,573 158,857 SH   DFND 1 158,857 0 0
WILLIAMS CLAYTON ENERGY INC COM 969490101 28,758 336,590 SH   DFND 2 336,590 0 0
WPX ENERGY INC COM 98212B103 22,860 1,733,140 SH   DFND 2 1,733,140 0 0
WPX ENERGY INC COM 98212B103 11,024 835,808 SH   DFND 1 835,808 0 0