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 323 63,500 SH   DFND 1,2 63,500 0 0
ALBEMARLE CORP COM 012653101 2,250 27,450 SH   DFND 1,2 27,450 0 0
ANADARKO PETE CORP COM 032511107 3,407 74,916 SH   DFND 1,2 74,916 0 0
ANTERO RES CORP COM 03674X106 916 103,700 SH   DFND 1,2 103,700 0 0
CABOT OIL & GAS CORP COM 127097103 3,052 116,922 SH   DFND 1,2 116,922 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 4,137 160,900 SH   DFND 1,2 160,900 0 0
CALLON PETE CO DEL COM 13123X102 447 59,200 SH   DFND 1,2 59,200 0 0
CANADIAN NAT RES LTD COM 136385101 2,940 106,900 SH   DFND 1,2 106,900 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 2,478 281,900 SH   DFND 1,2 281,900 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,202 17,580 SH   DFND 1,2 17,580 0 0
CONCHO RES INC COM 20605P101 4,048 36,479 SH   DFND 1,2 36,479 0 0
CONTINENTAL RESOURCES INC COM 212015101 4,300 96,050 SH   DFND 1,2 96,050 0 0
CRESCENT PT ENERGY CORP COM 22576C101 1,435 443,000 SH   DFND 1,2 443,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,288 71,784 SH   DFND 1,2 71,784 0 0
FRANCO NEVADA CORP COM 351858105 2,327 31,000 SH   DFND 1,2 31,000 0 0
GASLOG LTD SHS G37585109 267 15,300 SH   DFND 1,2 15,300 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 242 10,700 SH   DFND 1,2 10,700 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 3,059 145,050 SH   DFND 1,2 145,050 0 0
GULFPORT ENERGY CORP COM NEW 402635304 466 58,100 SH   DFND 1,2 58,100 0 0
HALLIBURTON CO COM 406216101 2,555 87,201 SH   DFND 1,2 87,201 0 0
HUDBAY MINERALS INC COM 443628102 1,461 204,650 SH   DFND 1,2 204,650 0 0
NEXGEN ENERGY LTD COM 65340P106 2,451 1,513,000 SH   DFND 1,2 1,513,000 0 0
NOBLE CORP PLC SHS USD G65431101 419 145,900 SH   DFND 1,2 145,900 0 0
PIONEER NAT RES CO COM 723787107 2,547 16,724 SH   DFND 1,2 16,724 0 0
RANGE RES CORP COM 75281A109 3,474 309,044 SH   DFND 1,2 309,044 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,566 43,600 SH   DFND 1,2 43,600 0 0
SCHLUMBERGER LTD COM 806857108 1,194 27,400 SH   DFND 1,2 27,400 0 0
TECK RESOURCES LTD CL B 878742204 1,092 47,100 SH   DFND 1,2 47,100 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 4,294 5,550 SH   DFND 1,2 5,550 0 0
TURQUOISE HILL RES LTD COM 900435108 411 247,600 SH   DFND 1,2 247,600 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 381 546,300 SH   DFND 1,2 546,300 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 1,740 73,050 SH   DFND 1,2 73,050 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 822 58,700 SH   DFND 1,2 58,700 0 0