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
ALCOA CORP COM 013872106 4,874 150,000 SH   DFND 1,2 150,000 0 0
ALUSSA ENERGY ACQUISITION CO *W EXP 10/31/202 G0232J119 16,392 7,189,449 SH   DFND 1,2 7,189,449 0 0
ALUSSA ENERGY ACQUISITION CO SHS CL A G0232J101 21,646 2,576,930 SH   DFND 1,2 2,576,930 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 22,281 763,828 SH   DFND 1,2 763,828 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 30,549 1,024,440 SH   DFND 1,2 1,024,440 0 0
CACTUS INC CL A 127203107 38,343 1,252,216 SH   DFND 1,2 1,252,216 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 38,895 1,616,604 SH   DFND 1,2 1,616,604 0 0
CENOVUS ENERGY INC COM 15135U109 41,316 5,500,000 SH   DFND 1,2 5,500,000 0 0
CENTURY ALUM CO COM 156431108 7,068 400,227 SH   DFND 1,2 400,227 0 0
CHAMPIONX CORPORATION COM 15872M104 23,674 1,089,457 SH   DFND 1,2 1,089,457 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 8,041 399,860 SH   DFND 1,2 399,860 0 0
COMSTOCK RES INC COM 205768302 17,447 3,149,224 SH   DFND 1,2 3,149,224 0 0
DECARBONIZATION PLUS ACQU CO *W EXP 10/02/202 242797116 841 449,901 SH   DFND 1,2 449,901 0 0
DECARBONIZATION PLUS ACQU CO COM CL A 242797108 12,061 1,149,802 SH   DFND 1,2 1,149,802 0 0
DECARBONIZATION PLUS ACQU II UNIT 01/19/2026 242794204 13,834 1,375,151 SH   DFND 1,2 1,375,151 0 0
DENBURY INC COM 24790A101 74,226 1,549,929 SH   DFND 1,2 1,549,929 0 0
DEVON ENERGY CORP NEW COM 25179M103 39,623 1,813,400 SH   DFND 1,2 1,813,400 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 3,500 590,197 SH   DFND 1,2 590,197 0 0
ENERPLUS CORP COM 292766102 77,343 15,403,064 SH   DFND 1,2 15,403,064 0 0
ENPHASE ENERGY INC COM 29355A107 26,480 163,294 SH   DFND 1,2 163,294 0 0
EQT CORP COM 26884L109 13,422 722,387 SH   DFND 1,2 722,387 0 0
EURONAV NV SHS B38564108 3,682 402,395 SH   DFND 1,2 402,395 0 0
GENERAC HLDGS INC COM 368736104 16,011 48,896 SH   DFND 1,2 48,896 0 0
GEOPARK LTD USD SHS G38327105 25,607 1,600,433 SH   DFND 1,2 1,600,433 0 0
GREEN PLAINS INC COM 393222104 24,759 914,618 SH   DFND 1,2 914,618 0 0
HOLLYFRONTIER CORP COM 436106108 10,018 280,000 SH   DFND 1,2 280,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 292,004 915,000 SH Put DFND 1,2 915,000 0 0
MARATHON OIL CORP COM 565849106 15,104 1,414,200 SH   DFND 1,2 1,414,200 0 0
MARATHON PETE CORP COM 56585A102 5,911 110,511 SH   DFND 1,2 110,511 0 0
MASTEC INC COM 576323109 11,745 125,342 SH   DFND 1,2 125,342 0 0
MURPHY OIL CORP COM 626717102 11,538 703,116 SH   DFND 1,2 703,116 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 45,333 3,664,771 SH   DFND 1,2 3,664,771 0 0
NEXTGEN ACQUISITION CORP CL A G65305107 14,384 1,450,000 SH   DFND 1,2 1,450,000 0 0
NOV INC COM 62955J103 1,844 134,400 SH   DFND 1,2 134,400 0 0
OVINTIV INC COM 69047Q102 20,359 854,710 SH   DFND 1,2 854,710 0 0
PRECISION DRILLING CORP COM NEW 74022D407 4,290 198,581 SH   DFND 1,2 198,581 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 12,639 495,655 SH   DFND 1,2 495,655 0 0
SCHLUMBERGER LTD COM 806857108 29,978 1,102,521 SH   DFND 1,2 1,102,521 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 8,383 1,683,359 SH   DFND 1,2 1,683,359 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 7,607 218,706 SH   DFND 1,2 218,706 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 22,706 1,271,338 SH   DFND 1,2 1,271,338 0 0
SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103 15,761 1,284,516 SH   DFND 1,2 1,284,516 0 0
STAR PEAK ENERGY TRANSITION CL A 855185104 6,423 241,646 SH   DFND 1,2 241,646 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 30,592 749,436 SH   DFND 1,2 749,436 0 0
TALOS ENERGY INC COM 87484T108 27,955 2,321,866 SH   DFND 1,2 2,321,866 0 0
THERMON GROUP HLDGS INC COM 88362T103 6,418 329,279 SH   DFND 1,2 329,279 0 0
VINE ENERGY INC CL A 92735P103 20,610 1,500,000 SH   DFND 1,2 1,500,000 0 0
VISTA OIL & GAS SAB DE CV SPONSORED ADS 92837L109 4,230 1,652,529 SH   DFND 1,2 1,652,529 0 0
WARRIOR MET COAL INC COM 93627C101 2,309 134,814 SH   DFND 1,2 134,814 0 0
WHITING PETE CORP NEW COM NEW 966387508 33,220 937,097 SH   DFND 1,2 937,097 0 0
XL FLEET CORP COM CL A 9837FR100 16,080 1,790,648 SH   DFND 1,2 1,790,648 0 0