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
ALBEMARLE CORP COM 012653101 3,511 27,450 SH   DFND 1,2 27,450 0 0
ANADARKO PETE CORP COM 032511107 3,074 57,316 SH   DFND 1,2 57,316 0 0
CABOT OIL & GAS CORP COM 127097103 4,823 168,622 SH   DFND 1,2 168,622 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 583 30,000 SH Call DFND 1,2 30,000 0 0
CALLON PETE CO DEL COM 13123X102 610 50,200 SH   DFND 1,2 50,200 0 0
CF INDS HLDGS INC COM 125269100 1,459 34,300 SH   DFND 1,2 34,300 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,797 33,380 SH   DFND 1,2 33,380 0 0
CONCHO RES INC COM 20605P101 2,741 18,248 SH   DFND 1,2 18,248 0 0
CONTINENTAL RESOURCES INC COM 212015101 6,062 114,450 SH   DFND 1,2 114,450 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,717 37,361 SH   DFND 1,2 37,361 0 0
EARTHSTONE ENERGY INC CL A 27032D304 2,115 199,000 SH   DFND 1,2 199,000 0 0
ENERGEN CORP COM 29265N108 4,774 82,930 SH   DFND 1,2 82,930 0 0
FRANCO NEVADA CORP COM 351858105 2,478 31,000 SH   DFND 1,2 31,000 0 0
GASTAR EXPL INC NEW COM 36729W202 868 826,900 SH   DFND 1,2 826,900 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 2,008 67,350 SH   DFND 1,2 67,350 0 0
HALLIBURTON CO COM 406216101 3,304 67,601 SH   DFND 1,2 67,601 0 0
HUDBAY MINERALS INC COM 443628102 1,801 204,650 SH   DFND 1,2 204,650 0 0
JONES ENERGY INC COM CL A 48019R108 714 649,200 SH   DFND 1,2 649,200 0 0
NEVSUN RES LTD COM 64156L101 337 138,000 SH   DFND 1,2 138,000 0 0
NEXGEN ENERGY LTD COM 65340P106 3,873 1,513,000 SH   DFND 1,2 1,513,000 0 0
PARSLEY ENERGY INC CL A 701877102 5,664 192,400 SH   DFND 1,2 192,400 0 0
PIONEER NAT RES CO COM 723787107 3,928 22,724 SH   DFND 1,2 22,724 0 0
PRETIUM RES INC COM 74139C102 1,410 123,600 SH   DFND 1,2 123,600 0 0
RANGE RES CORP COM 75281A109 2,251 131,944 SH   DFND 1,2 131,944 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 1,158 36,800 SH   DFND 1,2 36,800 0 0
RIO TINTO PLC SPONSORED ADR 767204100 810 15,300 SH   DFND 1,2 15,300 0 0
RSP PERMIAN INC COM 74978Q105 4,526 111,250 SH   DFND 1,2 111,250 0 0
SAN JUAN BASIN RTY TR UNIT BEN INT 798241105 616 74,700 SH   DFND 1,2 74,700 0 0
SCHLUMBERGER LTD COM 806857108 3,208 47,600 SH   DFND 1,2 47,600 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 821 45,012 SH   DFND 1,2 45,012 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 2,970 6,650 SH   DFND 1,2 6,650 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 1,281 307,100 SH   DFND 1,2 307,100 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 1,617 73,050 SH   DFND 1,2 73,050 0 0