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
CACTUS INC CL A 127203107 4,307 127,459 SH   SOLE   127,459 0 0
CACTUS INC CL A 127203107 12,164 360,000 SH   DFND 1 360,000 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 3,273 72,023 SH   DFND 1 72,023 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 10,231 225,159 SH   DFND 2 225,159 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 1,159 25,499 SH   SOLE   25,499 0 0
CLEVELAND CLIFFS INC COM 185899101 11,828 1,403,140 SH   DFND 1 1,403,140 0 0
CLEVELAND CLIFFS INC COM 185899101 4,189 496,860 SH   SOLE   496,860 0 0
CONTINENTAL RESOURCES INC COM 212015101 5,374 82,984 SH   DFND 1 82,984 0 0
CONTINENTAL RESOURCES INC COM 212015101 16,799 259,407 SH   DFND 2 259,407 0 0
CONTINENTAL RESOURCES INC COM 212015101 1,903 29,386 SH   SOLE   29,386 0 0
DEVON ENERGY CORP NEW COM 25179M103 25,624 582,900 SH   DFND 2 582,900 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,901 66,000 SH   SOLE   66,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 8,196 186,452 SH   DFND 1 186,452 0 0
DIAMONDBACK ENERGY INC COM 25278X109 9,180 69,770 SH   DFND 2 69,770 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,040 7,908 SH   SOLE   7,908 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,937 22,322 SH   DFND 1 22,322 0 0
DMC GLOBAL INC COM 23291C103 5,513 122,783 SH   DFND 1 122,783 0 0
DMC GLOBAL INC COM 23291C103 1,952 43,472 SH   SOLE   43,472 0 0
ENCANA CORP COM 292505104 12,930 990,784 SH   DFND 1 990,784 0 0
ENCANA CORP COM 292505104 40,420 3,097,313 SH   DFND 2 3,097,313 0 0
ENCANA CORP COM 292505104 4,578 350,791 SH   SOLE   350,791 0 0
ENERGY RECOVERY INC COM 29270J100 4,882 604,148 SH   DFND 1 604,148 0 0
ENERGY RECOVERY INC COM 29270J100 1,728 213,901 SH   SOLE   213,901 0 0
GEOPARK LTD USD SHS G38327105 1,938 93,887 SH   DFND 2 93,887 0 0
GEOPARK LTD USD SHS G38327105 219 10,633 SH   SOLE   10,633 0 0
GEOPARK LTD USD SHS G38327105 620 30,033 SH   DFND 1 30,033 0 0
GRAFTECH INTL LTD COM 384313508 2,548 141,621 SH   SOLE   141,621 0 0
GRAFTECH INTL LTD COM 384313508 7,196 400,000 SH   DFND 1 400,000 0 0
GRANITE CONSTR INC COM 387328107 8,735 156,932 SH   DFND 1 156,932 0 0
GRANITE CONSTR INC COM 387328107 3,093 55,568 SH   SOLE   55,568 0 0
HALLIBURTON CO COM 406216101 35,998 798,900 SH Call DFND 1 798,900 0 0
HALLIBURTON CO COM 406216101 112,546 2,497,700 SH Call DFND 2 2,497,700 0 0
HALLIBURTON CO COM 406216101 12,743 282,800 SH Call SOLE   282,800 0 0
HESS CORP COM 42809H107 13,064 195,300 SH   DFND 1 195,300 0 0
HESS CORP COM 42809H107 40,841 610,575 SH   DFND 2 610,575 0 0
HESS CORP COM 42809H107 4,624 69,125 SH   SOLE   69,125 0 0
JAGGED PEAK ENERGY INC COM 47009K107 6,684 513,361 SH   DFND 1 513,361 0 0
JAGGED PEAK ENERGY INC COM 47009K107 20,896 1,604,940 SH   DFND 2 1,604,940 0 0
JAGGED PEAK ENERGY INC COM 47009K107 2,366 181,699 SH   SOLE   181,699 0 0
KMG CHEMICALS INC COM 482564101 3,542 48,005 SH   DFND 1 48,005 0 0
KMG CHEMICALS INC COM 482564101 1,254 16,995 SH   SOLE   16,995 0 0
KOSMOS ENERGY LTD SHS G5315B107 4,984 602,659 SH   DFND 1 602,659 0 0
KOSMOS ENERGY LTD SHS G5315B107 15,580 1,883,950 SH   DFND 2 1,883,950 0 0
KOSMOS ENERGY LTD SHS G5315B107 1,765 213,391 SH   SOLE   213,391 0 0
KOSMOS ENERGY LTD SHS G5315B107 3,014 364,500 SH Call DFND 1 364,500 0 0
KOSMOS ENERGY LTD SHS G5315B107 9,424 1,139,500 SH Call DFND 2 1,139,500 0 0
KOSMOS ENERGY LTD SHS G5315B107 1,068 129,100 SH Call SOLE   129,100 0 0
LILIS ENERGY INC COM NEW 532403201 416 80,027 SH   SOLE   80,027 0 0
LILIS ENERGY INC COM NEW 532403201 1,176 226,101 SH   DFND 1 226,101 0 0
LILIS ENERGY INC COM NEW 532403201 3,676 706,842 SH   DFND 2 706,842 0 0
MARATHON OIL CORP COM 565849106 9,079 435,246 SH   DFND 1 435,246 0 0
MARATHON OIL CORP COM 565849106 3,214 154,077 SH   SOLE   154,077 0 0
MARATHON OIL CORP COM 565849106 28,384 1,360,677 SH   DFND 2 1,360,677 0 0
MCDERMOTT INTL INC COM 580037703 13,755 700,000 SH   DFND 1 700,000 0 0
MCDERMOTT INTL INC COM 580037703 4,870 247,837 SH   SOLE   247,837 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 18,792 1,800,000 SH   DFND 1 1,800,000 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 2,137 204,707 SH   SOLE   204,707 0 0
NEWFIELD EXPL CO COM 651290108 6,945 229,590 SH   DFND 1 229,590 0 0
NEWFIELD EXPL CO COM 651290108 21,710 717,697 SH   DFND 2 717,697 0 0
NEWFIELD EXPL CO COM 651290108 2,459 81,302 SH   SOLE   81,302 0 0
NINE ENERGY SVC INC COM 65441V101 1,890 57,056 SH   SOLE   57,056 0 0
NINE ENERGY SVC INC COM 65441V101 8,008 241,797 SH   DFND 1 241,797 0 0
OASIS PETE INC NEW COM 674215108 1,948 150,196 SH   SOLE   150,196 0 0
OASIS PETE INC NEW COM 674215108 5,501 424,100 SH   DFND 1 424,100 0 0
OASIS PETE INC NEW COM 674215108 17,194 1,325,704 SH   DFND 2 1,325,704 0 0
PARSLEY ENERGY INC CL A 701877102 12,165 401,760 SH   DFND 1 401,760 0 0
PARSLEY ENERGY INC CL A 701877102 38,033 1,256,040 SH   DFND 2 1,256,040 0 0
PARSLEY ENERGY INC CL A 701877102 4,306 142,200 SH   SOLE   142,200 0 0
PENN VA CORP NEW COM 70788V102 3,086 36,356 SH   DFND 1 36,356 0 0
PENN VA CORP NEW COM 70788V102 9,647 113,644 SH   DFND 2 113,644 0 0
PQ GROUP HLDGS INC COM 73943T103 12,690 705,000 SH   DFND 1 705,000 0 0
PQ GROUP HLDGS INC COM 73943T103 4,493 249,608 SH   SOLE   249,608 0 0
PROPETRO HLDG CORP COM 74347M108 17,759 1,132,570 SH   DFND 1 1,132,570 0 0
PROPETRO HLDG CORP COM 74347M108 6,288 401,001 SH   SOLE   401,001 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 9,687 597,239 SH   DFND 1 597,239 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 3,430 211,482 SH   SOLE   211,482 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 11,432 800,000 SH   DFND 1 800,000 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 4,048 283,243 SH   SOLE   283,243 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 30,248 111,500 SH Put DFND 1 111,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 94,650 348,900 SH Put DFND 2 348,900 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 10,743 39,600 SH Put SOLE   39,600 0 0
SRC ENERGY INC COM 78470V108 4,551 412,935 SH   DFND 1 412,935 0 0
SRC ENERGY INC COM 78470V108 14,225 1,290,843 SH   DFND 2 1,290,843 0 0
SRC ENERGY INC COM 78470V108 1,611 146,222 SH   SOLE   146,222 0 0
TALOS ENERGY INC COM 87484T108 4,073 126,769 SH   DFND 1 126,769 0 0
TALOS ENERGY INC COM 87484T108 12,734 396,319 SH   DFND 2 396,319 0 0
TALOS ENERGY INC COM 87484T108 1,442 44,867 SH   SOLE   44,867 0 0
TENARIS S A SPONSORED ADR 88031M109 18,812 516,968 SH   DFND 1 516,968 0 0
TENARIS S A SPONSORED ADR 88031M109 6,661 183,032 SH   SOLE   183,032 0 0
TPG PACE ENERGY HLDGS CORP CL A 872656103 30,634 2,818,220 SH   DFND 2 2,818,220 0 0
TPG PACE ENERGY HLDGS CORP CL A 872656103 3,469 319,143 SH   SOLE   319,143 0 0
TPG PACE ENERGY HLDGS CORP CL A 872656103 9,799 901,485 SH   DFND 1 901,485 0 0
TPG PACE ENERGY HLDGS CORP *W EXP 99/99/999 872656111 546 198,624 SH   DFND 1 198,624 0 0
TPG PACE ENERGY HLDGS CORP *W EXP 99/99/999 872656111 1,708 620,972 SH   DFND 2 620,972 0 0
TPG PACE ENERGY HLDGS CORP *W EXP 99/99/999 872656111 193 70,304 SH   SOLE   70,304 0 0
TRANSOCEAN LTD REG SHS H8817H100 12,903 960,051 SH   DFND 1 960,051 0 0
TRANSOCEAN LTD REG SHS H8817H100 4,569 339,949 SH   SOLE   339,949 0 0
UNITED STATES STL CORP NEW COM 912909108 13,987 402,496 SH   DFND 1 402,496 0 0
UNITED STATES STL CORP NEW COM 912909108 4,952 142,504 SH   SOLE   142,504 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 3,730 1,133,791 SH   SOLE   1,133,791 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 10,534 3,201,927 SH   DFND 1 3,201,927 0 0