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 382 63,500 SH   DFND 1,2 63,500 0 0
ANTERO MIDSTREAM CORP COM 03676B102 2,222 292,800 SH   DFND 1,2 292,800 0 0
ANTERO RES CORP COM 03674X106 2,679 940,100 SH   DFND 1,2 940,100 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 414 19,300 SH   DFND 1,2 19,300 0 0
CABOT OIL & GAS CORP COM 127097103 1,895 108,822 SH   DFND 1,2 108,822 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 3,099 343,200 SH   DFND 1,2 343,200 0 0
CANADIAN NAT RES LTD COM 136385101 3,458 106,900 SH   DFND 1,2 106,900 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,074 17,580 SH   DFND 1,2 17,580 0 0
CONCHO RES INC COM 20605P101 926 10,579 SH   DFND 1,2 10,579 0 0
CONTINENTAL RESOURCES INC COM 212015101 2,351 68,550 SH   DFND 1,2 68,550 0 0
CRESCENT PT ENERGY CORP COM 22576C101 1,257 281,200 SH   DFND 1,2 281,200 0 0
DENBURY RES INC DEL DEBT 6.375%12/3 U2481AAK4 2,130 3,301,000 PRN   DFND 1,2 3,301,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,688 50,484 SH   DFND 1,2 50,484 0 0
FRANCO NEVADA CORP COM 351858105 3,202 31,000 SH   DFND 1,2 31,000 0 0
HALLIBURTON CO COM 406216101 1,654 67,601 SH   DFND 1,2 67,601 0 0
HUDBAY MINERALS INC COM 443628102 849 204,650 SH   DFND 1,2 204,650 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 1,668 100,000 SH Call DFND 1,2 100,000 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 912 100,000 SH   DFND 1,2 100,000 0 0
NEXGEN ENERGY LTD COM 65340P106 1,937 1,513,000 SH   DFND 1,2 1,513,000 0 0
PIONEER NAT RES CO COM 723787107 2,955 19,524 SH   DFND 1,2 19,524 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,588 43,600 SH   DFND 1,2 43,600 0 0
SCHLUMBERGER LTD COM 806857108 1,101 27,400 SH   DFND 1,2 27,400 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 2,773 3,550 SH   DFND 1,2 3,550 0 0
VERMILION ENERGY INC COM 923725105 1,813 110,800 SH   DFND 1,2 110,800 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 3,018 101,450 SH   DFND 1,2 101,450 0 0