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 |
| ARCH COAL INC | CL A | 039380407 | 9,316 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
| ARCHROCK INC | COM | 03957W106 | 14,078 | 1,340,733 | SH | DFND | 1 | 1,340,733 | 0 | 0 | |
| C&J ENERGY SVCS INC NEW | COM | 12674R100 | 13,388 | 400,000 | SH | DFND | 1 | 400,000 | 0 | 0 | |
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 8,787 | 2,219,020 | SH | DFND | 1 | 2,219,020 | 0 | 0 | |
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 20,408 | 5,153,500 | SH | DFND | 2 | 5,153,500 | 0 | 0 | |
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 2,347 | 592,600 | SH | Call | DFND | 1 | 592,600 | 0 | 0 |
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 5,573 | 1,407,400 | SH | Call | DFND | 2 | 1,407,400 | 0 | 0 |
| ENERGY RECOVERY INC | COM | 29270J100 | 10,576 | 1,208,674 | SH | DFND | 1 | 1,208,674 | 0 | 0 | |
| FORUM ENERGY TECHNOLOGIES IN | COM | 34984V100 | 7,775 | 500,000 | SH | DFND | 1 | 500,000 | 0 | 0 | |
| GARDNER DENVER HLDGS INC | COM | 36555P107 | 16,117 | 475,000 | SH | DFND | 1 | 475,000 | 0 | 0 | |
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 19,377 | 650,000 | SH | DFND | 1 | 650,000 | 0 | 0 | |
| GULFPORT ENERGY CORP | COM NEW | 402635304 | 17,188 | 1,346,996 | SH | DFND | 1 | 1,346,996 | 0 | 0 | |
| GULFPORT ENERGY CORP | COM NEW | 402635304 | 39,917 | 3,128,305 | SH | DFND | 2 | 3,128,305 | 0 | 0 | |
| HALLIBURTON CO | COM | 406216101 | 9,774 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
| KEANE GROUP INC | COM | 48669A108 | 11,197 | 589,019 | SH | DFND | 1 | 589,019 | 0 | 0 | |
| KOSMOS ENERGY LTD | SHS | G5315B107 | 7,647 | 1,116,395 | SH | DFND | 1 | 1,116,395 | 0 | 0 | |
| KOSMOS ENERGY LTD | SHS | G5315B107 | 17,760 | 2,592,710 | SH | DFND | 2 | 2,592,710 | 0 | 0 | |
| KOSMOS ENERGY LTD | SHS | G5315B107 | 2,578 | 376,300 | SH | Call | DFND | 1 | 376,300 | 0 | 0 |
| KOSMOS ENERGY LTD | SHS | G5315B107 | 5,985 | 873,700 | SH | Call | DFND | 2 | 873,700 | 0 | 0 |
| MARATHON OIL CORP | COM | 565849106 | 16,607 | 980,901 | SH | DFND | 1 | 980,901 | 0 | 0 | |
| MARATHON OIL CORP | COM | 565849106 | 38,568 | 2,278,099 | SH | DFND | 2 | 2,278,099 | 0 | 0 | |
| MARATHON OIL CORP | COM | 565849106 | 8,133 | 480,400 | SH | Call | DFND | 1 | 480,400 | 0 | 0 |
| MARATHON OIL CORP | COM | 565849106 | 18,880 | 1,115,200 | SH | Call | DFND | 2 | 1,115,200 | 0 | 0 |
| NCS MULTISTAGE HLDGS INC | COM | 628877102 | 7,491 | 508,207 | SH | DFND | 1 | 508,207 | 0 | 0 | |
| NUCOR CORP | COM | 670346105 | 12,398 | 195,000 | SH | DFND | 1 | 195,000 | 0 | 0 | |
| PATTERSON UTI ENERGY INC | COM | 703481101 | 7,363 | 320,000 | SH | DFND | 1 | 320,000 | 0 | 0 | |
| PENN VA CORP NEW | COM | 70788V102 | 8,793 | 224,836 | SH | DFND | 1 | 224,836 | 0 | 0 | |
| PENN VA CORP NEW | COM | 70788V102 | 20,422 | 522,164 | SH | DFND | 2 | 522,164 | 0 | 0 | |
| PIONEER NAT RES CO | COM | 723787107 | 7,596 | 43,946 | SH | DFND | 1 | 43,946 | 0 | 0 | |
| PIONEER NAT RES CO | COM | 723787107 | 17,640 | 102,054 | SH | DFND | 2 | 102,054 | 0 | 0 | |
| PQ GROUP HLDGS INC | COM | 73943T103 | 9,048 | 550,000 | SH | DFND | 1 | 550,000 | 0 | 0 | |
| PROPETRO HLDG CORP | COM | 74347M108 | 13,843 | 686,648 | SH | DFND | 1 | 686,648 | 0 | 0 | |
| PROPETRO HLDG CORP | COM | 74347M108 | 11,536 | 572,204 | SH | DFND | 2 | 572,204 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 5,007 | 293,489 | SH | DFND | 1 | 293,489 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 11,629 | 681,625 | SH | DFND | 2 | 681,625 | 0 | 0 | |
| RING ENERGY INC | COM | 76680V108 | 11,263 | 810,283 | SH | DFND | 1 | 810,283 | 0 | 0 | |
| RING ENERGY INC | COM | 76680V108 | 26,157 | 1,881,819 | SH | DFND | 2 | 1,881,819 | 0 | 0 | |
| SENTINEL ENERGY SVCS INC | UNIT 11/02/2022 | G8062D128 | 14,955 | 1,500,000 | SH | DFND | 1 | 1,500,000 | 0 | 0 | |
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 14,780 | 2,648,685 | SH | DFND | 1 | 2,648,685 | 0 | 0 | |
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 34,324 | 6,151,315 | SH | DFND | 2 | 6,151,315 | 0 | 0 | |
| TECHNIPFMC PLC | COM | G87110105 | 5,010 | 160,000 | SH | DFND | 1 | 160,000 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 14,394 | 550,000 | SH | DFND | 1 | 550,000 | 0 | 0 | |
| ULTRA PETROLEUM CORP | COM NEW | 903914208 | 9,567 | 1,056,003 | SH | DFND | 1 | 1,056,003 | 0 | 0 | |
| ULTRA PETROLEUM CORP | COM NEW | 903914208 | 22,219 | 2,452,449 | SH | DFND | 2 | 2,452,449 | 0 | 0 | |
| WEATHERFORD INTL PLC | ORD SHS | G48833100 | 15,638 | 3,750,000 | SH | DFND | 1 | 3,750,000 | 0 | 0 | |
| WHITING PETE CORP NEW | COM NEW | 966387409 | 9,565 | 361,200 | SH | DFND | 1 | 361,200 | 0 | 0 | |
| WHITING PETE CORP NEW | COM NEW | 966387409 | 22,211 | 838,800 | SH | DFND | 2 | 838,800 | 0 | 0 | |
| WPX ENERGY INC | COM | 98212B103 | 34,521 | 2,453,552 | SH | DFND | 2 | 2,453,552 | 0 | 0 | |
| WPX ENERGY INC | COM | 98212B103 | 14,864 | 1,056,448 | SH | DFND | 1 | 1,056,448 | 0 | 0 | |