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 |
| ANDEAVOR | COM | 03349M105 | 5,030,815 | 50,028 | SH | SOLE | 0 | 50,028 | 0 | 0 | |
| CACTUS INC | CL A | 127203107 | 2,423,700 | 90,000 | SH | DFND | 1 | 0 | 90,000 | 0 | |
| CANADIAN NAT RES LTD | COM | 136385101 | 2,449,976 | 78,000 | SH | SOLE | 0 | 78,000 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 7,366,104 | 137,813 | SH | SOLE | 0 | 137,813 | 0 | 0 | |
| CONTINTENTAL RESOURCES INC | COM | 212015101 | 3,595,950 | 61,000 | SH | DFND | 1 | 0 | 61,000 | 0 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 3,937,935 | 31,125 | SH | SOLE | 0 | 31,125 | 0 | 0 | |
| EQT CORP | COM | 26884L109 | 3,753,290 | 79,000 | SH | SOLE | 0 | 79,000 | 0 | 0 | |
| ENCANA CORP | COM | 292505104 | 4,518,250 | 410,750 | SH | SOLE | 0 | 410,750 | 0 | 0 | |
| ENERPLUS CORP | COM | 292766102 | 1,124,000 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| FTS INTERNATIONAL INC | COM | 30283W104 | 1,011,450 | 55,000 | SH | DFND | 1 | 0 | 55,000 | 0 | |
| LIBERTY OILFIELD SVCS INC | COM CL A | 53115L104 | 508,389 | 30,100 | SH | DFND | 1 | 0 | 30,100 | 0 | |
| MARATHON OIL CORP | COM | 565849106 | 2,032,380 | 126,000 | SH | DFND | 1 | 0 | 126,000 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 3,707,868 | 121,450 | SH | SOLE | 0 | 121,450 | 0 | 0 | |
| OCCIDENTAL PETE CORP DEL | COM | 674599105 | 519,680 | 8,000 | SH | DFND | 1 | 0 | 8,000 | 0 | |
| PARSLEY ENERGY INC | CL A | 701877102 | 4,638,400 | 160,000 | SH | DFND | 1 | 0 | 160,000 | 0 | |
| PEABODY ENERGY CORP NEW | COM | 704551100 | 4,542,425 | 124,450 | SH | SOLE | 0 | 124,450 | 0 | 0 | |
| PIONEER NAT RES CO | COM | 723787107 | 1,374,240 | 8,000 | SH | DFND | 1 | 0 | 8,000 | 0 | |
| RSP PERMIAN INC | COM | 74978Q105 | 3,990,660 | 85,125 | SH | SOLE | 0 | 85,125 | 0 | 0 | |
| VANTAGE ENERGY ACQUISITION | COM CL A | 92211L105 | 16,300,013 | 1,666,668 | SH | DFND | 1 | 0 | 1,666,668 | 0 | |
| VANTAGE ENERGY ACQUISITION | COM CL A | 92211L105 | 8,150,006 | 833,334 | SH | SOLE | 0 | 833,334 | 0 | 0 | |
| VANTAGE ENERGY ACQUISITION | *W EXP 04/12/202 | 92211L113 | 805,556 | 555,556 | SH | DFND | 1 | 0 | 555,556 | 0 | |
| VANTAGE ENERGY ACQUISITION | *W EXP 04/12/202 | 92211L113 | 402,778 | 277,778 | SH | SOLE | 0 | 277,778 | 0 | 0 | |
| VISTRA ENERGY CORP | COM | 92840M102 | 6,144,850 | 295,000 | SH | SOLE | 0 | 295,000 | 0 | 0 | |
| WPX ENERGY INC | COM | 98212B103 | 4,685,260 | 317,000 | SH | DFND | 1 | 0 | 317,000 | 0 | |
| OCEAN RIG UDW INC | COM CL A | G66964118 | 714,009 | 28,300 | SH | SOLE | 0 | 28,300 | 0 | 0 | |
| SENTINEL ENERGY SVCS INC | UNIT 11/02/2022 | G8062D128 | 15,552,000 | 1,600,000 | SH | DFND | 1 | 0 | 1,600,000 | 0 | |
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 1,729,753 | 508,751 | SH | SOLE | 0 | 508,751 | 0 | 0 | |