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 |
| ARCHROCK INC | COM | 03957W106 | 5,039 | 575,932 | SH | DFND | 1 | 575,932 | 0 | 0 | |
| BONANZA CREEK ENERGY INC | COM NEW | 097793400 | 4,457 | 160,829 | SH | DFND | 1 | 160,829 | 0 | 0 | |
| BONANZA CREEK ENERGY INC | COM NEW | 097793400 | 13,682 | 493,760 | SH | DFND | 2 | 493,760 | 0 | 0 | |
| CACTUS INC | CL A | 127203107 | 16,158 | 600,000 | SH | DFND | 1 | 600,000 | 0 | 0 | |
| CALIFORNIA RES CORP | COM NEW | 13057Q206 | 1,790 | 104,400 | SH | DFND | 1 | 104,400 | 0 | 0 | |
| CALIFORNIA RES CORP | COM NEW | 13057Q206 | 5,497 | 320,510 | SH | DFND | 2 | 320,510 | 0 | 0 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 9,326 | 73,710 | SH | DFND | 1 | 73,710 | 0 | 0 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 28,630 | 226,290 | SH | DFND | 2 | 226,290 | 0 | 0 | |
| ENCANA CORP | COM | 292505104 | 9,868 | 897,097 | SH | DFND | 1 | 897,097 | 0 | 0 | |
| ENCANA CORP | COM | 292505104 | 30,295 | 2,754,089 | SH | DFND | 2 | 2,754,089 | 0 | 0 | |
| ENERGEN CORP | COM | 29265N108 | 9,962 | 158,473 | SH | DFND | 1 | 158,473 | 0 | 0 | |
| ENERGEN CORP | COM | 29265N108 | 30,583 | 486,527 | SH | DFND | 2 | 486,527 | 0 | 0 | |
| ENERGY RECOVERY INC | COM | 29270J100 | 7,989 | 971,874 | SH | DFND | 1 | 971,874 | 0 | 0 | |
| FTS INTERNATIONAL INC | COM | 30283W104 | 3,678 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
| GARDNER DENVER HLDGS INC | COM | 36555P107 | 11,045 | 360,000 | SH | DFND | 1 | 360,000 | 0 | 0 | |
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 8,244 | 301,325 | SH | DFND | 1 | 301,325 | 0 | 0 | |
| HALLIBURTON CO | CALL | 406216101 | 62,656 | 1,334,800 | SH | Call | DFND | 1 | 1,334,800 | 0 | 0 |
| HELMERICH & PAYNE INC | COM | 423452101 | 5,125 | 77,000 | SH | DFND | 1 | 77,000 | 0 | 0 | |
| HESS CORP | CALL | 42809H107 | 11,703 | 231,200 | SH | Call | DFND | 1 | 231,200 | 0 | 0 |
| HESS CORP | CALL | 42809H107 | 35,935 | 709,900 | SH | Call | DFND | 2 | 709,900 | 0 | 0 |
| HESS CORP | COM | 42809H107 | 9,017 | 178,127 | SH | DFND | 1 | 178,127 | 0 | 0 | |
| HESS CORP | COM | 42809H107 | 27,683 | 546,873 | SH | DFND | 2 | 546,873 | 0 | 0 | |
| KEY ENERGY SVCS INC DEL | COM | 49309J103 | 1,866 | 159,188 | SH | DFND | 1 | 159,188 | 0 | 0 | |
| KOSMOS ENERGY LTD | SHS | G5315B107 | 5,934 | 941,840 | SH | DFND | 1 | 941,840 | 0 | 0 | |
| KOSMOS ENERGY LTD | SHS | G5315B107 | 18,217 | 2,891,513 | SH | DFND | 2 | 2,891,513 | 0 | 0 | |
| MARATHON OIL CORP | COM | 565849106 | 7,332 | 454,545 | SH | DFND | 1 | 454,545 | 0 | 0 | |
| MARATHON OIL CORP | COM | 565849106 | 22,509 | 1,395,455 | SH | DFND | 2 | 1,395,455 | 0 | 0 | |
| MCDERMOTT INTL INC | COM | 580037109 | 8,069 | 1,325,000 | SH | DFND | 1 | 1,325,000 | 0 | 0 | |
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 6,990 | 1,000,000 | SH | DFND | 1 | 1,000,000 | 0 | 0 | |
| NCS MULTISTAGE HLDGS INC | COM | 628877102 | 7,623 | 508,207 | SH | DFND | 1 | 508,207 | 0 | 0 | |
| NINE ENERGY SVC INC | COM | 65441V101 | 7,914 | 325,000 | SH | DFND | 1 | 325,000 | 0 | 0 | |
| OASIS PETE INC NEW | COM | 674215108 | 11,434 | 1,411,592 | SH | DFND | 1 | 1,411,592 | 0 | 0 | |
| OASIS PETE INC NEW | COM | 674215108 | 35,103 | 4,333,708 | SH | DFND | 2 | 4,333,708 | 0 | 0 | |
| PENN VA CORP NEW | COM | 70788V102 | 7,878 | 224,836 | SH | DFND | 1 | 224,836 | 0 | 0 | |
| PENN VA CORP NEW | COM | 70788V102 | 18,297 | 522,164 | SH | DFND | 2 | 522,164 | 0 | 0 | |
| PQ GROUP HLDGS INC | COM | 73943T103 | 9,849 | 705,000 | SH | DFND | 1 | 705,000 | 0 | 0 | |
| PROPETRO HLDG CORP | COM | 74347M108 | 8,888 | 559,317 | SH | DFND | 1 | 559,317 | 0 | 0 | |
| PROPETRO HLDG CORP | COM | 74347M108 | 3,973 | 250,000 | SH | DFND | 2 | 250,000 | 0 | 0 | |
| RING ENERGY INC | COM | 76680V108 | 1,058 | 73,705 | SH | DFND | 1 | 73,705 | 0 | 0 | |
| RING ENERGY INC | COM | 76680V108 | 3,247 | 226,295 | SH | DFND | 2 | 226,295 | 0 | 0 | |
| RSP PERMIAN INC | COM | 74978Q105 | 31,826 | 678,873 | SH | DFND | 2 | 678,873 | 0 | 0 | |
| RSP PERMIAN INC | COM | 74978Q105 | 10,366 | 221,127 | SH | DFND | 1 | 221,127 | 0 | 0 | |
| SOLARIS OILFIELD INFRSTR INC | COM CL A | 83418M103 | 8,280 | 500,000 | SH | DFND | 1 | 500,000 | 0 | 0 | |
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 24,754 | 5,716,802 | SH | DFND | 2 | 5,716,802 | 0 | 0 | |
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 8,063 | 1,862,106 | SH | DFND | 1 | 1,862,106 | 0 | 0 | |
| SPDR S&P 500 ETF TR | PUT | 78462F103 | 18,762 | 71,300 | SH | Put | DFND | 1 | 71,300 | 0 | 0 |
| SPDR S&P 500 ETF TR | PUT | 78462F103 | 57,551 | 218,700 | SH | Put | DFND | 2 | 218,700 | 0 | 0 |
| SRC ENERGY INC | COM | 78470V108 | 7,424 | 787,310 | SH | DFND | 1 | 787,310 | 0 | 0 | |
| SRC ENERGY INC | COM | 78470V108 | 22,793 | 2,417,043 | SH | DFND | 2 | 2,417,043 | 0 | 0 | |
| SUPERIOR ENERGY SVCS INC | COM | 868157108 | 6,562 | 778,400 | SH | DFND | 1 | 778,400 | 0 | 0 | |
| TEAM INC | COM | 878155100 | 6,801 | 494,600 | SH | DFND | 1 | 494,600 | 0 | 0 | |
| TECHNIPFMC PLC | COM | G87110105 | 13,253 | 450,000 | SH | DFND | 1 | 450,000 | 0 | 0 | |
| TENARIS S A | SPONSORED ADR | 88031M109 | 15,775 | 455,000 | SH | DFND | 1 | 455,000 | 0 | 0 | |
| UNITED STATES STL CORP NEW | CALL | 912909108 | 10,557 | 300,000 | SH | Call | DFND | 1 | 300,000 | 0 | 0 |
| UNITED STATES STL CORP NEW | COM | 912909108 | 13,942 | 396,190 | SH | DFND | 1 | 396,190 | 0 | 0 | |
| WHITING PETE CORP NEW | COM NEW | 966387409 | 21,697 | 641,160 | SH | DFND | 2 | 641,160 | 0 | 0 | |
| WHITING PETE CORP NEW | COM NEW | 966387409 | 7,067 | 208,840 | SH | DFND | 1 | 208,840 | 0 | 0 | |