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 *W EXP 10/31/202 G0232J119 2,689 5,218,750 SH   DFND 1,2 5,218,750 0 0
ALUSSA ENERGY ACQUISITION CO SHS CL A G0232J101 14,159 1,437,500 SH   DFND 1,2 1,437,500 0 0
APACHE CORP COM 037411105 15,525 1,150,000 SH Put DFND 1,2 1,150,000 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 9,250 749,019 SH   DFND 1,2 749,019 0 0
CACTUS INC CL A 127203107 30,856 1,495,663 SH   DFND 1 1,495,663 0 0
CANADIAN NAT RES LTD COM 136385101 13,346 770,000 SH   DFND 1 770,000 0 0
CANADIAN PAC RY LTD COM 13645T100 21,728 85,491 SH   DFND 1 85,491 0 0
CENOVUS ENERGY INC COM 15135U109 38,886 8,320,482 SH   DFND 1 8,320,482 0 0
CHAMPIONX CORPORATION COM 15872M104 32,396 3,319,286 SH   DFND 1 3,319,286 0 0
CHART INDS INC COM PAR $0.01 16115Q308 13,234 272,917 SH   DFND 1 272,917 0 0
CIMAREX ENERGY CO COM 171798101 53,701 1,953,492 SH   DFND 1,2 1,953,492 0 0
CLEVELAND CLIFFS INC COM 185899101 5,030 911,262 SH   DFND 1 911,262 0 0
CNX RESOURCES CORPORATION COM 12653C108 28,686 3,316,258 SH   DFND 1,2 3,316,258 0 0
CONCHO RES INC COM 20605P101 35,020 680,000 SH   DFND 1,2 680,000 0 0
CVR ENERGY INC COM 12662P108 11,504 572,066 SH   DFND 1 572,066 0 0
ENERPLUS CORP COM 292766102 39,829 14,166,472 SH   DFND 1 14,166,472 0 0
ENERSYS COM 29275Y102 19,044 295,800 SH   DFND 1 295,800 0 0
EQT CORP COM 26884L109 43,437 3,650,198 SH   DFND 1,2 3,650,198 0 0
GEOPARK LTD USD SHS G38327105 15,319 1,564,775 SH   DFND 1,2 1,564,775 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109 9,961 1,075,734 SH   DFND 1 1,075,734 0 0
GREEN PLAINS INC COM 393222104 8,596 841,493 SH   DFND 1 841,493 0 0
HARSCO CORP COM 415864107 19,089 1,412,957 SH   DFND 1 1,412,957 0 0
HOLLYFRONTIER CORP COM 436106108 23,916 819,054 SH   DFND 1 819,054 0 0
KBR INC COM 48242W106 11,893 527,417 SH   DFND 1 527,417 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 29,647 4,892,243 SH   DFND 1,2 4,892,243 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 24,066 3,497,916 SH   DFND 1 3,497,916 0 0
NEW FORTRESS ENERGY LLC CL A SHS RP LLC 644393100 23,486 1,812,173 SH   DFND 1 1,812,173 0 0
ORION ENGINEERED CARBONS S A COM L72967109 5,028 474,811 SH   DFND 1 474,811 0 0
PARSLEY ENERGY INC CL A 701877102 43,914 4,111,760 SH   DFND 1,2 4,111,760 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 51,051 6,173,060 SH   DFND 1,2 6,173,060 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 4,862 992,271 SH   DFND 1 992,271 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 12,476 1,442,351 SH   DFND 1 1,442,351 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 6,887 928,108 SH   DFND 1 928,108 0 0
SUNNOVA ENERGY INTL INC COM 86745K104 11,502 673,790 SH   DFND 1 673,790 0 0
TALOS ENERGY INC COM 87484T108 4,477 486,647 SH   DFND 1,2 486,647 0 0
TECHNIPFMC PLC COM G87110105 4,066 594,500 SH   DFND 1 594,500 0 0
UNION PAC CORP COM 907818108 6,763 40,000 SH   DFND 1 40,000 0 0
VISTA OIL & GAS S A B DE C V SPONSORED ADS 92837L109 4,700 1,540,910 SH   DFND 1,2 1,540,910 0 0