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
ANTERO RES CORP COM 03674X106 24,632 8,156,425 SH   DFND 1,2 8,156,425 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 5,696 400,000 SH   DFND 1 400,000 0 0
BAKER HUGHES A GE CO CL A 05722G100 20,300 875,000 SH   DFND 1 875,000 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 14,349 721,080 SH   DFND 1,2 721,080 0 0
CABOT OIL & GAS CORP COM 127097103 17,570 1,000,000 SH   DFND 1,2 1,000,000 0 0
CACTUS INC CL A 127203107 34,874 1,205,046 SH   DFND 1 1,205,046 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 15,965 1,565,206 SH   DFND 1,2 1,565,206 0 0
CIMAREX ENERGY CO COM 171798101 108,698 2,267,367 SH   DFND 1,2 2,267,367 0 0
CONTINENTAL RESOURCES INC COM 212015101 33,761 1,096,503 SH   DFND 1,2 1,096,503 0 0
ENERPLUS CORP COM 292766102 74,191 9,950,023 SH   DFND 1 9,950,023 0 0
EOG RES INC COM 26875P101 33,770 455,000 SH   DFND 1,2 455,000 0 0
FIRST SOLAR INC COM 336433107 15,003 258,635 SH   DFND 1 258,635 0 0
FREEPORT-MCMORAN INC CL B 35671D857 15,381 1,607,172 SH   DFND 1 1,607,172 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109 3,965 379,452 SH   DFND 1 379,452 0 0
HARSCO CORP COM 415864107 24,012 1,266,482 SH   DFND 1 1,266,482 0 0
HOLLYFRONTIER CORP COM 436106108 42,110 785,050 SH   DFND 1 785,050 0 0
HUDBAY MINERALS INC COM 443628102 4,694 1,300,000 SH   DFND 1 1,300,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 396,501 2,100,000 SH Put DFND 1,2 2,100,000 0 0
JAGGED PEAK ENERGY INC COM 47009K107 42,726 5,885,142 SH   DFND 1,2 5,885,142 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 13,301 100,000 SH   DFND 1 100,000 0 0
LILIS ENERGY INC COM NEW 532403201 980 2,944,028 SH   DFND 1,2 2,944,028 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 60,764 5,474,190 SH   DFND 1,2 5,474,190 0 0
MARATHON OIL CORP COM 565849106 38,169 3,110,797 SH   DFND 1,2 3,110,797 0 0
MARATHON PETE CORP COM 56585A102 24,300 400,000 SH   DFND 1 400,000 0 0
MATADOR RES CO COM 576485205 36,805 2,226,562 SH   DFND 1,2 2,226,562 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 19,812 2,965,904 SH   DFND 1 2,965,904 0 0
NATIONAL OILWELL VARCO INC COM 637071101 15,710 741,061 SH   DFND 1 741,061 0 0
NEW FORTRESS ENERGY LLC CL A SHS RP LLC 644393100 30,161 1,672,825 SH   DFND 1 1,672,825 0 0
NINE ENERGY SVC INC COM 65441V101 3,261 528,601 SH   DFND 1 528,601 0 0
PIONEER NAT RES CO COM 723787107 85,272 678,000 SH   DFND 1,2 678,000 0 0
PRECISION DRILLING CORP COM 2010 74022D308 4,569 3,979,200 SH   DFND 1 3,979,200 0 0
PROPETRO HLDG CORP COM 74347M108 29,783 3,276,440 SH   DFND 1 3,276,440 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 12,181 907,653 SH   DFND 1 907,653 0 0
STONERIDGE INC COM 86183P102 8,284 267,492 SH   DFND 1 267,492 0 0
SUNNOVA ENERGY INTL INC COM 86745K104 8,626 802,464 SH   DFND 1 802,464 0 0
TALOS ENERGY INC COM 87484T108 34,978 1,720,528 SH   DFND 1,2 1,720,528 0 0
TECHNIPFMC PLC COM G87110105 24,984 1,034,977 SH   DFND 1 1,034,977 0 0
U S WELL SVCS INC CL A 91274U101 4,172 1,905,221 SH   DFND 1 1,905,221 0 0
VALE S A SPONSORED ADS 91912E105 8,050 700,000 SH   DFND 1 700,000 0 0
VERMILION ENERGY INC COM 923725105 36,313 2,177,937 SH   DFND 1 2,177,937 0 0
VISTA OIL & GAS S A B DE C V SPONSORED ADS 92837L109 7,825 1,513,615 SH   DFND 1,2 1,513,615 0 0
WORLD FUEL SVCS CORP COM 981475106 21,655 542,184 SH   DFND 1 542,184 0 0