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
ALUSSA ENERGY ACQUISITION CO SHS CL A G0232J101 13,800 1,437,500 SH   DFND 1,2 1,437,500 0 0
ALUSSA ENERGY ACQUISITION CO *W EXP 10/31/202 G0232J119 3,380 4,506,409 SH   DFND 1,2 4,506,409 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 10,420 1,259,967 SH   DFND 1,2 1,259,967 0 0
CABOT OIL & GAS CORP COM 127097103 22,347 1,300,000 SH   DFND 1,2 1,300,000 0 0
CACTUS INC CL A 127203107 22,759 1,961,943 SH   DFND 1 1,961,943 0 0
CANADIAN PAC RY LTD COM 13645T100 15,130 68,640 SH   DFND 1 68,640 0 0
CHART INDS INC COM PAR $0.01 16115Q308 19,653 678,158 SH   DFND 1 678,158 0 0
CIMAREX ENERGY CO COM 171798101 48,438 2,878,079 SH   DFND 1,2 2,878,079 0 0
DIAMONDBACK ENERGY INC COM 25278X109 18,055 689,121 SH   DFND 1,2 689,121 0 0
DMC GLOBAL INC COM 23291C103 4,806 208,863 SH   DFND 1 208,863 0 0
ENERPLUS CORP COM 292766102 23,776 16,182,730 SH   DFND 1 16,182,730 0 0
ENERSYS COM 29275Y102 24,506 494,871 SH   DFND 1 494,871 0 0
EOG RES INC COM 26875P101 69,141 1,924,873 SH   DFND 1,2 1,924,873 0 0
EQT CORPORATION COM 26884L109 2,071 292,875 SH   DFND 1,2 292,875 0 0
EURONAV NV ANTWERPEN SHS B38564108 11,472 1,017,036 SH   DFND 1 1,017,036 0 0
FIRST SOLAR INC COM 336433107 11,201 310,634 SH   DFND 1 310,634 0 0
GEOPARK LTD USD SHS G38327105 9,822 1,389,189 SH   DFND 1,2 1,389,189 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109 11,907 1,434,553 SH   DFND 1 1,434,553 0 0
HALLIBURTON CO COM 406216101 15,126 2,208,202 SH   DFND 1 2,208,202 0 0
HARSCO CORP COM 415864107 11,055 1,586,111 SH   DFND 1 1,586,111 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 152,320 800,000 SH Put DFND 1,2 800,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 22,892 200,000 SH   DFND 1,2 200,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 22,892 200,000 SH Put DFND 1,2 200,000 0 0
KINDER MORGAN INC DEL COM 49456B101 69,600 5,000,000 SH   DFND 1,2 5,000,000 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 17,962 4,490,403 SH   DFND 1,2 4,490,403 0 0
MATADOR RES CO COM 576485205 10,602 4,275,174 SH   DFND 1,2 4,275,174 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 16,201 3,189,233 SH   DFND 1 3,189,233 0 0
NEW FORTRESS ENERGY LLC CL A SHS RP LLC 644393100 18,473 1,886,947 SH   DFND 1 1,886,947 0 0
PARSLEY ENERGY INC CL A 701877102 44,525 7,770,518 SH   DFND 1,2 7,770,518 0 0
PHILLIPS 66 COM 718546104 36,214 675,000 SH   DFND 1 675,000 0 0
PIONEER NAT RES CO COM 723787107 86,125 1,227,726 SH   DFND 1,2 1,227,726 0 0
RIO TINTO PLC SPONSORED ADR 767204100 18,224 400,000 SH   DFND 1 400,000 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 4,559 1,411,577 SH   DFND 1 1,411,577 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 13,599 2,881,069 SH   DFND 1 2,881,069 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 5,474 1,042,716 SH   DFND 1 1,042,716 0 0
SUNNOVA ENERGY INTL INC COM 86745K104 4,750 471,719 SH   DFND 1 471,719 0 0
TALOS ENERGY INC COM 87484T108 5,186 901,963 SH   DFND 1,2 901,963 0 0
U S WELL SVCS INC CL A 91274U101 558 1,859,005 SH   DFND 1 1,859,005 0 0
VISTA OIL & GAS S A B DE C V SPONSORED ADS 92837L109 3,071 1,535,575 SH   DFND 1,2 1,535,575 0 0
WARRIOR MET COAL INC COM 93627C101 10,085 949,665 SH   DFND 1 949,665 0 0