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
ABENGOA YIELD PLC ORD SHS G00349103 7,799 219,204 SH   DFND 1, 2 219,204 0 0
AIR PRODS & CHEMS INC COM 009158106 2,850 21,894 SH   DFND 1, 2 21,894 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 8,646 243,677 SH   DFND 1, 2 243,677 0 0
ANADARKO PETE CORP COM 032511107 14,889 146,775 SH   DFND 1, 2 146,775 0 0
ASHLAND INC NEW COM 044209104 4,964 47,687 SH   DFND 1, 2 47,687 0 0
BAKER HUGHES INC COM 057224107 25,114 386,012 SH   DFND 1, 2 386,012 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 3,106 143,218 SH   DFND 1, 2 143,218 0 0
CARBO CERAMICS INC COM 140781105 263 4,444 SH   DFND 1, 2 4,444 0 0
CHENIERE ENERGY INC COM NEW 16411R208 5,631 70,365 SH   DFND 1, 2 70,365 0 0
CLIFFS NAT RES INC COM 18683K101 2,601 250,612 SH   DFND 1, 2 250,612 0 0
CONCHO RES INC COM 20605P101 13,205 105,310 SH   DFND 1, 2 105,310 0 0
DIAMONDBACK ENERGY INC COM 25278X109 14,266 190,771 SH   DFND 1, 2 190,771 0 0
DOW CHEM CO COM 260543103 29,781 567,897 SH   DFND 1, 2 567,897 0 0
ENCANA CORP COM 292505104 14,360 679,091 SH   DFND 1, 2 679,091 0 0
EXCO RESOURCES INC COM 269279402 3,807 1,139,729 SH   DFND 1, 2 1,139,729 0 0
EXTERRAN HLDGS INC COM 30225X103 33,545 757,051 SH   DFND 1, 2 757,051 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 2,567 38,662 SH   DFND 1, 2 38,662 0 0
GOODRICH PETE CORP COM NEW 382410405 7,361 496,679 SH   DFND 1, 2 496,679 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 3,887 312,700 SH   DFND 1, 2 312,700 0 0
GULFPORT ENERGY CORP COM NEW 402635304 18,465 345,794 SH   DFND 1, 2 345,794 0 0
HELMERICH & PAYNE INC COM 423452101 9,656 98,657 SH   DFND 1, 2 98,657 0 0
KODIAK OIL & GAS CORP COM 50015Q100 49,576 3,653,366 SH   DFND 1, 2 3,653,366 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 31,970 479,304 SH   DFND 1, 2 479,304 0 0
MARATHON OIL CORP COM 565849106 17,628 468,963 SH   DFND 1, 2 468,963 0 0
METHANEX CORP COM 59151K108 4,864 72,811 SH   DFND 1, 2 72,811 0 0
MONSANTO CO NEW COM 61166W101 8,975 79,775 SH   DFND 1, 2 79,775 0 0
MURPHY OIL CORP COM 626717102 12,856 225,892 SH   DFND 1, 2 225,892 0 0
NEWFIELD EXPL CO COM 651290108 10,447 281,806 SH   DFND 1, 2 281,806 0 0
NORFOLK SOUTHERN CORP COM 655844108 19,884 178,170 SH   DFND 1, 2 178,170 0 0
PARAGON OFFSHORE PLC SHS G6S01W108 3,231 525,414 SH   DFND 1, 2 525,414 0 0
PATTERSON UTI ENERGY INC COM 703481101 9,677 297,464 SH   DFND 1, 2 297,464 0 0
PENN VA CORP COM 707882106 25,676 2,020,159 SH   DFND 1, 2 2,020,159 0 0
PHILLIPS 66 COM 718546104 28,012 344,509 SH   DFND 1, 2 344,509 0 0
RICE ENERGY INC COM 762760106 13,304 500,132 SH   DFND 1, 2 500,132 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 3,771 148,990 SH   DFND 1, 2 148,990 0 0
SEALED AIR CORP NEW COM 81211K100 11,221 321,711 SH   DFND 1, 2 321,711 0 0
SEMGROUP CORP CL A 81663A105 20,210 242,703 SH   DFND 1, 2 242,703 0 0
SUNCOKE ENERGY INC COM 86722A103 14,259 635,156 SH   DFND 1, 2 635,156 0 0
SUNEDISON INC COM 86732Y109 7,948 420,996 SH   DFND 1, 2 420,996 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 9,986 303,808 SH   DFND 1, 2 303,808 0 0
TEEKAY CORPORATION COM Y8564W103 46,007 693,298 SH   DFND 1, 2 693,298 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 10,231 87,046 SH   DFND 1, 2 87,046 0 0
TRANSOCEAN LTD REG SHS H8817H100 4,717 147,560 SH   DFND 1, 2 147,560 0 0
ULTRA PETROLEUM CORP COM 903914109 6,953 298,926 SH   DFND 1, 2 298,926 0 0
UNITED CONTL HLDGS INC COM 910047109 9,228 197,218 SH   DFND 1, 2 197,218 0 0
WESTERN REFNG INC COM 959319104 50,419 1,200,735 SH   DFND 1, 2 1,200,735 0 0
WILLIAMS COS INC DEL COM 969457100 13,065 236,049 SH   DFND 1, 2 236,049 0 0