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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
SOUTHWESTERN ENERGY CO COM 845467109 1,277,500 250,000 SH   DFND 1 0 250,000 0
ANTERO RES CORP COM 03674X106 35,420 2,000 SH   DFND 1 0 2,000 0
CABOT OIL & GAS CORP COM 127097103 3,895,960 173,000 SH   SOLE 0 173,000 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 1,092,500 50,000 SH   DFND 1 0 50,000 0
CHENIERE ENERGY INC COM NEW 16411R208 10,298,835 148,206 SH   SOLE 0 148,206 0 0
CIMAREX ENERGY CO COM 171798101 3,810,540 41,000 SH   DFND 1 0 41,000 0
CONCHO RES INC COM 20605P101 763,750 5,000 SH   DFND 1 0 5,000 0
DELEK US HLDGS INC NEW COM 24665A103 4,355,440 102,650 SH   SOLE 0 102,650 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,246,408 31,207 SH   DFND 1 0 31,207 0
DIAMONDBACK ENERGY INC COM 25278X109 4,055,700 30,000 SH   DFND 1 0 30,000 0
EQT CORP COM 26884L109 7,342,180 166,000 SH   SOLE 0 166,000 0 0
ENCANA CORP COM 292505104 5,201,393 396,750 SH   SOLE 0 396,750 0 0
ENERGEN CORP COM 29265N108 17,787,298 206,421 SH   DFND 1 0 206,421 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 4,295,900 170,000 SH   DFND 1 0 170,000 0
FALCON MINERALS CORP CL A COM 30607B109 2,695,000 245,000 SH   DFND 1 0 245,000 0
MAGNOLIA OIL & GAS CORP CL A 559663109 5,374,060 358,032 SH   DFND 1 0 358,032 0
MARATHON OIL CORP COM 565849106 2,863,440 123,000 SH   DFND 1 0 123,000 0
MARATHON OIL CORP COM 565849106 698,400 30,000 SH   SOLE 0 30,000 0 0
MATADOR RES CO COM 576485205 495,750 15,000 SH   DFND 1 0 15,000 0
NRG ENERGY INC COM NEW 629377508 2,244,000 60,000 SH   SOLE 0 60,000 0 0
ONEOK INC NEW COM 682680103 2,033,700 30,000 SH   DFND 1 0 30,000 0
PBF ENERGY INC CL A 69318G106 199,640 4,000 SH   DFND 1 0 4,000 0
PARSLEY ENERGY INC CL A 701877102 2,214,225 75,700 SH   DFND 1 0 75,700 0
PEABODY ENERGY CORP NEW COM 704551100 5,555,991 155,892 SH   SOLE 0 155,892 0 0
PENN VA CORP NEW COM 70788V102 80,540 1,000 SH   DFND 1 0 1,000 0
PURE ACQUISITION CORP UNIT 04/13/2023 74621Q205 12,937,500 1,250,000 SH   SOLE 0 1,250,000 0 0
RANGE RES CORP COM 75281A109 3,652,850 215,000 SH   DFND 1 0 215,000 0
SPARTAN ENERGY ACQUISITON CO UNIT 99/99/9999 846784114 25,375,000 2,500,000 SH   DFND 1 0 2,500,000 0
SUNCOR ENERGY INC NEW COM 867224107 7,696,920 154,000 SH   SOLE 0 154,000 0 0
TARGA RES CORP COM 87612G101 1,126,200 20,000 SH   DFND 1 0 20,000 0
VALE S A ADR 91912E105 4,526,200 305,000 SH   SOLE 0 305,000 0 0
VANTAGE ENERGY ACQUISITION COM CL A 92211L105 16,633,347 1,666,668 SH   DFND 1 0 1,666,668 0
VANTAGE ENERGY ACQUISITION COM CL A 92211L105 8,316,673 833,334 SH   SOLE 0 833,334 0 0
VANTAGE ENERGY ACQUISITION *W EXP 04/12/202 92211L113 750,001 555,556 SH   DFND 1 0 555,556 0
VANTAGE ENERGY ACQUISITION *W EXP 04/12/202 92211L113 375,000 277,778 SH   SOLE 0 277,778 0 0
VISTRA ENERGY CORP COM 92840M102 2,488,000 100,000 SH   SOLE 0 100,000 0 0
WARRIOR MET COAL INC COM 93627C101 5,326,880 197,000 SH   SOLE 0 197,000 0 0
WILDHORSE RESOURCE DEV CORP COM 96812T102 3,628,740 153,500 SH   SOLE 0 153,500 0 0
WPX ENERGY INC COM 98212B103 3,098,480 154,000 SH   DFND 1 0 154,000 0
SENTINEL ENERGY SVCS INC UNIT 11/02/2022 G8062D128 16,512,000 1,600,000 SH   DFND 1 0 1,600,000 0