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 |
| CABOT OIL & GAS CORP | COM | 127097103 | 335,250 | 15,000 | SH | DFND | 1 | 0 | 15,000 | 0 | |
| CALLON PETE CO DEL | COM | 13123X102 | 957,275 | 147,500 | SH | SOLE | 0 | 147,500 | 0 | 0 | |
| CANADIAN NAT RES LTD | COM | 136385101 | 3,619,500 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
| CENOVUS ENERGY INC | COM | 15135U109 | 527,956 | 75,000 | SH | SOLE | 0 | 75,000 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 3,551,400 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| CIMAREX ENERGY CO | COM | 171798101 | 1,263,825 | 20,500 | SH | DFND | 1 | 0 | 20,500 | 0 | |
| CONCHO RES INC | COM | 20605P101 | 1,953,010 | 19,000 | SH | DFND | 1 | 0 | 19,000 | 0 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 2,678,103 | 28,890 | SH | DFND | 1 | 0 | 28,890 | 0 | |
| ENCANA CORP | COM | 292505104 | 577,818 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| HOLLYFRONTIER CORP | COM | 436106108 | 1,865,880 | 36,500 | SH | SOLE | 0 | 36,500 | 0 | 0 | |
| MAGNOLIA OIL & GAS CORP | CL A | 559663109 | 3,634,192 | 324,192 | SH | DFND | 1 | 0 | 324,192 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 1,782,000 | 45,000 | SH | SOLE | 0 | 45,000 | 0 | 0 | |
| PIONEER NAT RES CO | COM | 723787107 | 822,000 | 6,250 | SH | DFND | 1 | 0 | 6,250 | 0 | |
| PURE ACQUISITION CORP | UNIT 04/13/2023 | 74621Q205 | 12,500,000 | 1,250,000 | SH | SOLE | 0 | 1,250,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P OILGAS EXP | 78464A730 | 912,632 | 34,400 | SH | DFND | 1 | 0 | 34,400 | 0 | |
| SPARTAN ENERGY ACQUISITON CO | UNIT 99/99/9999 | 846784114 | 25,000,000 | 2,500,000 | SH | DFND | 1 | 0 | 2,500,000 | 0 | |
| VISTRA ENERGY CORP | COM | 92840M102 | 2,815,470 | 123,000 | SH | SOLE | 0 | 123,000 | 0 | 0 | |
| WARRIOR MET COAL INC | COM | 93627C101 | 2,893,200 | 120,000 | SH | SOLE | 0 | 120,000 | 0 | 0 | |
| WPX ENERGY INC | COM | 98212B103 | 1,350,650 | 119,000 | SH | DFND | 1 | 0 | 119,000 | 0 | |
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 1,568,000 | 400,000 | SH | SOLE | 0 | 400,000 | 0 | 0 | |