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
AEMETIS INC COM NEW 00770K202 20,758 1,858,366 SH   DFND 1,2 1,858,366 0 0
ALCOA CORP COM 013872106 9,578 260,000 SH   DFND 1,2 260,000 0 0
ALUSSA ENERGY ACQUISITION CO *W EXP 10/31/202 G0232J119 14,585 7,189,449 SH   DFND 1,2 7,189,449 0 0
ALUSSA ENERGY ACQUISITION CO SHS CL A G0232J101 24,058 2,584,066 SH   DFND 1,2 2,584,066 0 0
ARCH RESOURCES INC CL A 03940R107 23,085 405,150 SH   DFND 1,2 405,150 0 0
CACTUS INC CL A 127203107 41,659 1,134,511 SH   DFND 1,2 1,134,511 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 72,698 2,411,996 SH   DFND 1,2 2,411,996 0 0
CENOVUS ENERGY INC COM 15135U109 47,760 4,994,480 SH   DFND 1,2 4,994,480 0 0
CENTURY ALUM CO COM 156431108 7,738 600,309 SH   DFND 1,2 600,309 0 0
CHAMPIONX CORPORATION COM 15872M104 7,653 298,378 SH   DFND 1,2 298,378 0 0
COMSTOCK RES INC COM 205768302 25,329 3,797,523 SH   DFND 1,2 3,797,523 0 0
CVR ENERGY INC COM 12662P108 3,592 200,000 SH   DFND 1,2 200,000 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100 13,647 544,804 SH   DFND 1,2 544,804 0 0
DECARBONIZATION PLUS ACQU II *W EXP 01/19/202 242794113 691 473,217 SH   DFND 1,2 473,217 0 0
DECARBONIZATION PLUS ACQU II COM CL A 242794105 17,936 1,817,177 SH   DFND 1,2 1,817,177 0 0
DENBURY INC COM 24790A101 49,369 642,994 SH   DFND 1,2 642,994 0 0
DEVON ENERGY CORP NEW COM 25179M103 41,583 1,424,547 SH   DFND 1,2 1,424,547 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 7,004 1,079,146 SH   DFND 1,2 1,079,146 0 0
ENERPLUS CORP COM 292766102 65,445 9,109,849 SH   DFND 1,2 9,109,849 0 0
ENPHASE ENERGY INC COM 29355A107 52,126 283,867 SH   DFND 1,2 283,867 0 0
EQT CORP COM 26884L109 37,862 1,700,877 SH   DFND 1,2 1,700,877 0 0
EURONAV NV SHS B38564108 7,427 796,919 SH   DFND 1,2 796,919 0 0
GEOPARK LTD USD SHS G38327105 20,593 1,627,929 SH   DFND 1,2 1,627,929 0 0
GREEN PLAINS INC COM 393222104 21,714 645,879 SH   DFND 1,2 645,879 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 344,055 1,500,000 SH Put DFND 1,2 1,500,000 0 0
MARATHON OIL CORP COM 565849106 25,563 1,876,858 SH   DFND 1,2 1,876,858 0 0
NABORS INDUSTRIES LTD SHS G6359F137 7,997 70,000 SH   DFND 1,2 70,000 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 48,133 3,377,724 SH   DFND 1,2 3,377,724 0 0
NEXTGEN ACQUISITION CORP CL A G65305107 14,880 1,496,957 SH   DFND 1,2 1,496,957 0 0
NUCOR CORP COM 670346105 9,593 100,000 SH   DFND 1,2 100,000 0 0
ONEOK INC NEW COM 682680103 11,128 200,000 SH   DFND 1,2 200,000 0 0
OVINTIV INC COM 69047Q102 32,295 1,026,203 SH   DFND 1,2 1,026,203 0 0
PHILLIPS 66 COM 718546104 9,226 107,500 SH   DFND 1,2 107,500 0 0
PRECISION DRILLING CORP COM NEW 74022D407 17,305 415,456 SH   DFND 1,2 415,456 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 28,206 1,192,651 SH   DFND 1,2 1,192,651 0 0
RICE ACQUISITION CORP COM CL A 762594109 3,093 171,359 SH   DFND 1,2 171,359 0 0
SCHLUMBERGER LTD COM STK 806857108 24,652 770,134 SH   DFND 1,2 770,134 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 831 137,635 SH   DFND 1,2 137,635 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 33,606 946,637 SH   DFND 1,2 946,637 0 0
SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103 12,726 1,306,576 SH   DFND 1,2 1,306,576 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 29,138 773,704 SH   DFND 1,2 773,704 0 0
SUNPOWER CORP COM 867652406 5,844 200,000 SH   DFND 1,2 200,000 0 0
TALOS ENERGY INC COM 87484T108 30,370 1,941,791 SH   DFND 1,2 1,941,791 0 0
TECK RESOURCES LTD CL B 878742204 15,135 657,500 SH   DFND 1,2 657,500 0 0
TENARIS S A SPONSORED ADS 88031M109 7,375 336,761 SH   DFND 1,2 336,761 0 0
THERMON GROUP HLDGS INC COM 88362T103 5,707 334,939 SH   DFND 1,2 334,939 0 0
VINE ENERGY INC CL A 92735P103 31,678 2,031,915 SH   DFND 1,2 2,031,915 0 0
VISTA OIL & GAS SAB DE CV SPONSORED ADS 92837L109 7,128 1,738,600 SH   DFND 1,2 1,738,600 0 0
WHITING PETE CORP NEW COM NEW 966387508 45,179 828,206 SH   DFND 1,2 828,206 0 0