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
ALAMOS GOLD INC NEW COM CL A 011532108 293 63,500 SH   DFND 1,2 63,500 0 0
ALBEMARLE CORP COM 012653101 2,739 27,450 SH   DFND 1,2 27,450 0 0
ALTA MESA RES INC CL A 02133L109 964 230,700 SH   DFND 1,2 230,700 0 0
ANADARKO PETE CORP COM 032511107 5,050 74,916 SH   DFND 1,2 74,916 0 0
CABOT OIL & GAS CORP COM 127097103 3,797 168,622 SH   DFND 1,2 168,622 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 5,629 116,000 SH   DFND 1,2 116,000 0 0
CANADIAN NAT RES LTD COM 136385101 1,097 33,600 SH   DFND 1,2 33,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,222 17,580 SH   DFND 1,2 17,580 0 0
CONCHO RES INC COM 20605P101 6,641 43,479 SH   DFND 1,2 43,479 0 0
CONTINENTAL RESOURCES INC COM 212015101 6,558 96,050 SH   DFND 1,2 96,050 0 0
CRESCENT PT ENERGY CORP COM 22576C101 1,027 161,800 SH   DFND 1,2 161,800 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,482 18,361 SH   DFND 1,2 18,361 0 0
EARTHSTONE ENERGY INC CL A 27032D304 933 99,500 SH   DFND 1,2 99,500 0 0
ENERGEN CORP COM 29265N108 7,146 82,930 SH   DFND 1,2 82,930 0 0
FRANCO NEVADA CORP COM 351858105 1,939 31,000 SH   DFND 1,2 31,000 0 0
GASLOG LTD SHS G37585109 302 15,300 SH   DFND 1,2 15,300 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 268 10,700 SH   DFND 1,2 10,700 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 4,032 145,050 SH   DFND 1,2 145,050 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 186 13,000 SH   DFND 1,2 13,000 0 0
HALLIBURTON CO COM 406216101 3,534 87,201 SH   DFND 1,2 87,201 0 0
HUDBAY MINERALS INC COM 443628102 1,033 204,650 SH   DFND 1,2 204,650 0 0
NEXGEN ENERGY LTD COM 65340P106 3,102 1,513,000 SH   DFND 1,2 1,513,000 0 0
NOBLE ENERGY INC COM 655044105 1,179 37,800 SH   DFND 1,2 37,800 0 0
PARSLEY ENERGY INC CL A 701877102 5,628 192,400 SH   DFND 1,2 192,400 0 0
PDC ENERGY INC COM 69327R101 999 20,400 SH   DFND 1,2 20,400 0 0
PIONEER NAT RES CO COM 723787107 3,958 22,724 SH   DFND 1,2 22,724 0 0
RANGE RES CORP COM 75281A109 3,941 231,944 SH   DFND 1,2 231,944 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 696 18,400 SH   DFND 1,2 18,400 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,224 43,600 SH   DFND 1,2 43,600 0 0
SAN JUAN BASIN RTY TR UNIT BEN INT 798241105 371 74,700 SH   DFND 1,2 74,700 0 0
SCHLUMBERGER LTD COM 806857108 1,669 27,400 SH   DFND 1,2 27,400 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 533 45,012 SH   DFND 1,2 45,012 0 0
TECK RESOURCES LTD CL B 878742204 1,135 47,100 SH   DFND 1,2 47,100 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 4,787 5,550 SH   DFND 1,2 5,550 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 1,480 546,300 SH   DFND 1,2 546,300 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 1,278 73,050 SH   DFND 1,2 73,050 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 1,282 83,000 SH   DFND 1,2 83,000 0 0