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 2,589 27,450 SH   DFND 1,2 27,450 0 0
ANADARKO PETE CORP COM 032511107 5,488 74,916 SH   DFND 1,2 74,916 0 0
CABOT OIL & GAS CORP COM 127097103 4,013 168,622 SH   DFND 1,2 168,622 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 3,735 82,200 SH   DFND 1,2 82,200 0 0
CANADIAN NAT RES LTD COM 136385101 628 17,400 SH   DFND 1,2 17,400 0 0
CENOVUS ENERGY INC COM 15135U109 2,415 232,700 SH   DFND 1,2 232,700 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,146 17,580 SH   DFND 1,2 17,580 0 0
CONCHO RES INC COM 20605P101 2,525 18,248 SH   DFND 1,2 18,248 0 0
CONTINENTAL RESOURCES INC COM 212015101 6,220 96,050 SH   DFND 1,2 96,050 0 0
CRESCENT PT ENERGY CORP COM 22576C101 559 76,100 SH   DFND 1,2 76,100 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,916 37,361 SH   DFND 1,2 37,361 0 0
EARTHSTONE ENERGY INC CL A 27032D304 1,761 199,000 SH   DFND 1,2 199,000 0 0
ENERGEN CORP COM 29265N108 6,039 82,930 SH   DFND 1,2 82,930 0 0
FRANCO NEVADA CORP COM 351858105 2,264 31,000 SH   DFND 1,2 31,000 0 0
GASLOG LTD SHS G37585109 292 15,300 SH   DFND 1,2 15,300 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 255 10,700 SH   DFND 1,2 10,700 0 0
GASTAR EXPL INC NEW COM 36729W202 463 826,900 SH   DFND 1,2 826,900 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 1,984 67,350 SH   DFND 1,2 67,350 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 201 13,000 SH   DFND 1,2 13,000 0 0
HALLIBURTON CO COM 406216101 3,046 67,601 SH   DFND 1,2 67,601 0 0
HUDBAY MINERALS INC COM 443628102 1,146 204,650 SH   DFND 1,2 204,650 0 0
JONES ENERGY INC COM CL A 48019R108 240 649,200 SH   DFND 1,2 649,200 0 0
NEVSUN RES LTD COM 64156L101 479 138,000 SH   DFND 1,2 138,000 0 0
NEXGEN ENERGY LTD COM 65340P106 2,814 1,513,000 SH   DFND 1,2 1,513,000 0 0
PARSLEY ENERGY INC CL A 701877102 5,826 192,400 SH   DFND 1,2 192,400 0 0
PIONEER NAT RES CO COM 723787107 4,300 22,724 SH   DFND 1,2 22,724 0 0
PRETIUM RES INC COM 74139C102 907 123,600 SH   DFND 1,2 123,600 0 0
RANGE RES CORP COM 75281A109 2,207 131,944 SH   DFND 1,2 131,944 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 1,148 36,800 SH   DFND 1,2 36,800 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,419 43,600 SH   DFND 1,2 43,600 0 0
RSP PERMIAN INC COM 74978Q105 5,981 135,872 SH   DFND 1,2 135,872 0 0
SAN JUAN BASIN RTY TR UNIT BEN INT 798241105 433 74,700 SH   DFND 1,2 74,700 0 0
SCHLUMBERGER LTD COM 806857108 3,191 47,600 SH   DFND 1,2 47,600 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 654 45,012 SH   DFND 1,2 45,012 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 13,564 50,000 SH Put DFND 1,2 50,000 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 4,624 6,650 SH   DFND 1,2 6,650 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 1,010 307,100 SH   DFND 1,2 307,100 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 1,611 73,050 SH   DFND 1,2 73,050 0 0