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
BASIC ENERGY SVCS INC NEW COM NEW 06985P209 8,340 250,000 SH   DFND 1 250,000 0 0
CANADIAN NATL RY CO COM 136375102 9,973 134,900 SH   DFND 1 134,900 0 0
CIMAREX ENERGY CO COM 171798101 6,536 54,702 SH   DFND 1 54,702 0 0
CIMAREX ENERGY CO COM 171798101 17,899 149,797 SH   DFND 2 149,797 0 0
COMSTOCK RES INC COM 205768302 1,840 199,351 SH   DFND 1 199,351 0 0
COMSTOCK RES INC COM 205768302 4,357 472,043 SH   DFND 2 472,043 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 9,232 497,695 SH   DFND 1 497,695 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 25,282 1,362,899 SH   DFND 2 1,362,899 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 19,355 693,000 SH   DFND 1 693,000 0 0
GULFPORT ENERGY CORP COM NEW 402635304 17,628 1,025,500 SH   DFND 2 1,025,500 0 0
GULFPORT ENERGY CORP COM NEW 402635304 6,438 374,500 SH   DFND 1 374,500 0 0
HALLIBURTON CO COM 406216101 49,210 1,000,000 SH Call DFND 1 1,000,000 0 0
JONES ENERGY INC COM CL A 48019R108 1,868 732,507 SH   DFND 2 732,507 0 0
JONES ENERGY INC COM CL A 48019R108 682 267,493 SH   DFND 1 267,493 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,861 80,000 SH   DFND 1 80,000 0 0
LAREDO PETROLEUM INC COM 516806106 6,245 427,739 SH   DFND 1 427,739 0 0
LAREDO PETROLEUM INC COM 516806106 17,101 1,171,291 SH   DFND 2 1,171,291 0 0
MARATHON OIL CORP COM 565849106 12,578 796,058 SH   DFND 1 796,058 0 0
MARATHON OIL CORP COM 565849106 34,443 2,179,932 SH   DFND 2 2,179,932 0 0
MARATHON OIL CORP COM 565849106 20,288 1,284,000 SH Call DFND 1 1,284,000 0 0
MARATHON OIL CORP COM 565849106 55,552 3,516,000 SH Call DFND 2 3,516,000 0 0
ONEOK INC NEW COM 682680103 3,782 68,216 SH   DFND 1 68,216 0 0
ONEOK INC NEW COM 682680103 10,356 186,803 SH   DFND 2 186,803 0 0
PARSLEY ENERGY INC CL A 701877102 29,829 917,537 SH   DFND 2 917,537 0 0
PARSLEY ENERGY INC CL A 701877102 10,893 335,059 SH   DFND 1 335,059 0 0
PROPETRO HLDG CORP COM 74347M108 15,692 1,336,363 SH   DFND 1 1,336,363 0 0
PROPETRO HLDG CORP COM 74347M108 13,076 1,113,636 SH   DFND 2 1,113,636 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 7,501 185,671 SH   DFND 1 185,671 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 20,541 508,444 SH   DFND 2 508,444 0 0
RICE ENERGY INC COM 762760106 5,390 227,408 SH   DFND 1 227,408 0 0
RICE ENERGY INC COM 762760106 14,759 622,741 SH   DFND 2 622,741 0 0
RING ENERGY INC COM 76680V108 2,523 233,155 SH   DFND 1 233,155 0 0
RING ENERGY INC COM 76680V108 6,908 638,474 SH   DFND 2 638,474 0 0
RIO TINTO PLC SPONSORED ADR 767204100 10,170 250,000 SH   DFND 1 250,000 0 0
RSP PERMIAN INC COM 74978Q105 4,987 120,372 SH   DFND 1 120,372 0 0
RSP PERMIAN INC COM 74978Q105 13,656 329,628 SH   DFND 2 329,628 0 0
SILVER RUN ACQUISITION UNIT 99/99/9999 82812A202 4,189 401,250 SH   DFND 1 401,250 0 0
SILVER RUN ACQUISITION UNIT 99/99/9999 82812A202 11,471 1,098,750 SH   DFND 2 1,098,750 0 0
SMART SAND INC COM 83191H107 22,395 1,378,179 SH   DFND 1 1,378,179 0 0
SMART SAND INC COM 83191H107 7,386 454,545 SH   SOLE   454,545 0 0
SOUTHWESTERN ENERGY CO COM 845467109 14,218 1,740,273 SH   DFND 1 1,740,273 0 0
SOUTHWESTERN ENERGY CO COM 845467109 38,935 4,765,563 SH   DFND 2 4,765,563 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 3,779 265,000 SH   DFND 1 265,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 16,746 1,345,100 SH Call DFND 1 1,345,100 0 0
WPX ENERGY INC COM 98212B103 21,529 1,607,862 SH   DFND 2 1,607,862 0 0
WPX ENERGY INC COM 98212B103 7,862 587,138 SH   DFND 1 587,138 0 0