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 368 63,500 SH   DFND 1,2 63,500 0 0
ALBEMARLE CORP COM 012653101 1,908 27,450 SH   DFND 1,2 27,450 0 0
ANTERO MIDSTREAM CORP COM 03676B102 1,107 149,600 SH   DFND 1,2 149,600 0 0
ANTERO RES CORP COM 03674X106 1,905 630,700 SH   DFND 1,2 630,700 0 0
ANTERO RES CORP COM 03674X106 604 200,000 SH Call DFND 1,2 200,000 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 384 19,300 SH   DFND 1,2 19,300 0 0
CABOT OIL & GAS CORP COM 127097103 1,912 108,822 SH   DFND 1,2 108,822 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 2,481 243,200 SH   DFND 1,2 243,200 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 1,020 100,000 SH Call DFND 1,2 100,000 0 0
CANADIAN NAT RES LTD COM 136385101 2,847 106,900 SH   DFND 1,2 106,900 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,109 17,580 SH   DFND 1,2 17,580 0 0
CONCHO RES INC COM 20605P101 718 10,579 SH   DFND 1,2 10,579 0 0
CONTINENTAL RESOURCES INC COM 212015101 2,800 90,950 SH   DFND 1,2 90,950 0 0
CRESCENT PT ENERGY CORP COM 22576C101 1,887 443,000 SH   DFND 1,2 443,000 0 0
DENBURY RES INC DEL DEBT 6.375%12/3 U2481AAK4 1,921 3,301,000 PRN   DFND 1,2 3,301,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 5,501 61,184 SH   DFND 1,2 61,184 0 0
FRANCO NEVADA CORP COM 351858105 2,826 31,000 SH   DFND 1,2 31,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 884 68,050 SH   DFND 1,2 68,050 0 0
HALLIBURTON CO COM 406216101 1,485 78,801 SH   DFND 1,2 78,801 0 0
HUDBAY MINERALS INC COM 443628102 739 204,650 SH   DFND 1,2 204,650 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 668 100,000 SH   DFND 1,2 100,000 0 0
NEXGEN ENERGY LTD COM 65340P106 1,967 1,513,000 SH   DFND 1,2 1,513,000 0 0
PIONEER NAT RES CO COM 723787107 2,456 19,524 SH   DFND 1,2 19,524 0 0
RANGE RES CORP COM 75281A109 1,181 309,044 SH   DFND 1,2 309,044 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,271 43,600 SH   DFND 1,2 43,600 0 0
SCHLUMBERGER LTD COM 806857108 936 27,400 SH   DFND 1,2 27,400 0 0
TECK RESOURCES LTD CL B 878742204 764 47,100 SH   DFND 1,2 47,100 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 2,956 4,550 SH   DFND 1,2 4,550 0 0
VERMILION ENERGY INC COM 923725105 1,136 68,000 SH   DFND 1,2 68,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 2,662 101,450 SH   DFND 1,2 101,450 0 0