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 |
| ALBEMARLE CORP | COM | 012653101 | 511,280 | 7,000 | SH | DFND | 1 | 0 | 511,280 | 0 | |
| ARCH COAL INC | CL A | 039380407 | 1,700,238 | 23,700 | SH | SOLE | 0 | 1,700,238 | 0 | 0 | |
| BARRICK GOLD CORPORATION | COM | 067901108 | 721,143 | 38,792 | SH | SOLE | 0 | 721,143 | 0 | 0 | |
| BRIGHAM MINERALS INC | CL A COM | 10918L103 | 943,424 | 44,003 | SH | DFND | 1 | 0 | 943,424 | 0 | |
| CONSTELLIUM SE | CL A SHS | F21107101 | 884,400 | 66,000 | SH | SOLE | 0 | 884,400 | 0 | 0 | |
| CONTURA ENERGY INC | COM | 21241B100 | 905 | 100 | SH | SOLE | 0 | 905 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 4,037,904 | 143,800 | SH | SOLE | 0 | 4,037,904 | 0 | 0 | |
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 2,111,400 | 255,000 | SH | SOLE | 0 | 2,111,400 | 0 | 0 | |
| ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 2,566,000 | 200,000 | SH | DFND | 1 | 0 | 2,566,000 | 0 | |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 5,632,000 | 200,000 | SH | DFND | 1 | 0 | 5,632,000 | 0 | |
| GRAFTECH INTL LTD | COM | 384313508 | 1,348,140 | 116,019 | SH | SOLE | 0 | 1,348,140 | 0 | 0 | |
| INVESCO DB COMMDY INDX TRCK | UNIT | 46138B103 | 78,649 | 4,931 | SH | SOLE | 0 | 78,649 | 0 | 0 | |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 191,349 | 900 | SH | SOLE | 0 | 191,349 | 0 | 0 | |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 413,349 | 3,051 | SH | SOLE | 0 | 413,349 | 0 | 0 | |
| ISHARES TR | BARCLAYS 7 10 YR | 464287440 | 133,807 | 1,214 | SH | SOLE | 0 | 133,807 | 0 | 0 | |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | 536,140 | 4,680 | SH | SOLE | 0 | 536,140 | 0 | 0 | |
| MARATHON PETE CORP | COM | 56585A102 | 2,229,250 | 37,000 | SH | SOLE | 0 | 2,229,250 | 0 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 536,625 | 13,500 | SH | SOLE | 0 | 536,625 | 0 | 0 | |
| OCCIDENTAL PETE CORP | COM | 674599105 | 3,090,750 | 75,000 | SH | DFND | 1 | 0 | 3,090,750 | 0 | |
| RATTLER MIDSTREAM LP | COM UNITS | 75419T103 | 266,850 | 15,000 | SH | DFND | 1 | 0 | 266,850 | 0 | |
| SIBANYE STILLWATER | CALL | 825724906 | 462,500 | 8,500 | SH | SOLE | 0 | 462,500 | 0 | 0 | |
| SIBANYE STILLWATER | SPONSORED ADR | 825724206 | 4,886,175 | 492,062 | SH | SOLE | 0 | 4,886,175 | 0 | 0 | |
| SPARTAN ENERGY ACQUISITON CO | CL A COM STK | 846784114 | 25,875,000 | 2,500,000 | SH | DFND | 1 | 0 | 25,875,000 | 0 | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 138,714 | 1,106 | SH | SOLE | 0 | 138,714 | 0 | 0 | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 118,654 | 1,884 | SH | SOLE | 0 | 118,654 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 84,739 | 593 | SH | SOLE | 0 | 84,739 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 150,308 | 467 | SH | SOLE | 0 | 150,308 | 0 | 0 | |
| SPRAGUE RES LP | COM UNIT REP LTD | 849343108 | 2,874,318 | 169,877 | SH | SOLE | 0 | 2,874,318 | 0 | 0 | |
| STAR BULK CARRIERS CORP | SHS PAR | Y8162K204 | 2,053,180 | 173,851 | SH | SOLE | 0 | 2,053,180 | 0 | 0 | |
| SWITCHBACK ENERGY ACQUISITIO | COM CL A | 87105M201 | 5,015,000 | 500,000 | SH | DFND | 1 | 0 | 5,015,000 | 0 | |
| VISTRA ENERGY CORP | COM | 92840M102 | 977,075 | 42,500 | SH | SOLE | 0 | 977,075 | 0 | 0 | |
| WPX ENERGY INC | COM | 98212B103 | 9,618,000 | 700,000 | SH | DFND | 1 | 0 | 9,618,000 | 0 | |