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 |
| ARCH COAL INC | CL A | 039380407 | 4,107,150 | 45,000 | SH | SOLE | 0 | 45,000 | 0 | 0 | |
| CABOT OIL & GAS CORP | COM | 127097103 | 1,957,500 | 75,000 | SH | DFND | 1 | 0 | 75,000 | 0 | |
| CANADIAN NAT RES LTD | COM | 136385101 | 6,875,000 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
| CENOVUS ENERGY INC | COM | 15135U109 | 5,511,800 | 635,000 | SH | SOLE | 0 | 635,000 | 0 | 0 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 9,025,002 | 88,890 | SH | DFND | 1 | 0 | 88,890 | 0 | |
| EXXON MOBIL CORP | COM | 30231G102 | 2,181,600 | 27,000 | SH | SOLE | 0 | 27,000 | 0 | 0 | |
| ISHARES INC | MSCI BRAZIL ETF | 464286400 | 2,180,340 | 53,192 | SH | SOLE | 0 | 53,192 | 0 | 0 | |
| MAGNOLIA OIL & GAS CORP | CL A | 559663109 | 3,170,304 | 264,192 | SH | DFND | 1 | 0 | 264,192 | 0 | |
| MARATHON OIL CORP | COM | 565849106 | 2,005,200 | 120,000 | SH | DFND | 1 | 0 | 120,000 | 0 | |
| MARATHON PETE CORP | COM | 56585A102 | 8,678,250 | 145,000 | SH | SOLE | 0 | 145,000 | 0 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 5,140,080 | 121,000 | SH | SOLE | 0 | 121,000 | 0 | 0 | |
| NORTHERN OIL & GAS INC NEV | COM | 665531109 | 1,507,000 | 550,000 | SH | DFND | 1 | 0 | 550,000 | 0 | |
| PBF ENERGY INC | CL A | 69318G106 | 934,200 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
| PARSLEY ENERGY INC | CL A | 701877102 | 4,149,500 | 215,000 | SH | SOLE | 0 | 215,000 | 0 | 0 | |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | 857,850 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | |
| PURE ACQUISITION CORP | UNIT 04/13/2023 | 74621Q114 | 693,750 | 625,000 | SH | SOLE | 0 | 625,000 | 0 | 0 | |
| SPARTAN ENERGY ACQUISITON CO | UNIT 99/99/9999 | 846784114 | 25,000,000 | 2,500,000 | SH | DFND | 1 | 0 | 2,500,000 | 0 | |
| TALOS ENERGY INC | COM | 87484T108 | 1,142,080 | 43,000 | SH | DFND | 1 | 0 | 43,000 | 0 | |
| VISTRA ENERGY CORP | COM | 92840M102 | 7,288,400 | 280,000 | SH | SOLE | 0 | 280,000 | 0 | 0 | |
| WARRIOR MET COAL INC | COM | 93627C101 | 3,344,000 | 110,000 | SH | SOLE | 0 | 110,000 | 0 | 0 | |
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 3,389,600 | 760,000 | SH | SOLE | 0 | 760,000 | 0 | 0 | |