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
AK STL HLDG CORP COM 001547108 8,076 1,229,183 SH   DFND 1 1,229,183 0 0
ARCHROCK INC COM 03957W106 6,820 598,252 SH   DFND 1 598,252 0 0
CABOT OIL & GAS CORP COM 127097103 8,604 343,046 SH   DFND 1 343,046 0 0
CABOT OIL & GAS CORP COM 127097103 24,887 992,295 SH   DFND 2 992,295 0 0
CANADIAN PAC RY LTD COM 13645T100 22,127 137,600 SH   DFND 1 137,600 0 0
CIMAREX ENERGY CO COM 171798101 6,168 65,606 SH   DFND 1 65,606 0 0
CIMAREX ENERGY CO COM 171798101 17,840 189,771 SH   DFND 2 189,771 0 0
COMSTOCK RES INC COM 205768302 840 118,799 SH   DFND 1 118,799 0 0
COMSTOCK RES INC COM 205768302 2,430 343,639 SH   DFND 2 343,639 0 0
ENCANA CORP COM 292505104 6,113 694,657 SH   DFND 1 694,657 0 0
ENCANA CORP COM 292505104 17,682 2,009,363 SH   DFND 2 2,009,363 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 34,165 2,540,168 SH   DFND 2 2,540,168 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 11,811 878,163 SH   DFND 1 878,163 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 22,136 994,889 SH   DFND 1 994,889 0 0
GULFPORT ENERGY CORP COM NEW 402635304 13,566 919,718 SH   DFND 1 919,718 0 0
GULFPORT ENERGY CORP COM NEW 402635304 39,240 2,660,366 SH   DFND 2 2,660,366 0 0
HOLLYFRONTIER CORP COM 436106108 8,241 300,000 SH   DFND 1 300,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 36,216 257,000 SH Put DFND 1 257,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 104,704 743,000 SH Put DFND 2 743,000 0 0
LAREDO PETROLEUM INC COM 516806106 57,334 5,449,960 SH   DFND 2 5,449,960 0 0
LAREDO PETROLEUM INC COM 516806106 19,821 1,884,111 SH   DFND 1 1,884,111 0 0
NCS MULTISTAGE HLDGS INC COM 628877102 14,479 575,000 SH   DFND 1 575,000 0 0
ONEOK INC NEW COM 682680103 3,336 63,963 SH   DFND 1 63,963 0 0
ONEOK INC NEW COM 682680103 9,651 185,019 SH   DFND 2 185,019 0 0
PARSLEY ENERGY INC CL A 701877102 7,432 267,815 SH   DFND 1 267,815 0 0
PARSLEY ENERGY INC CL A 701877102 21,497 774,677 SH   DFND 2 774,677 0 0
PATTERSON UTI ENERGY INC COM 703481101 13,703 678,712 SH   DFND 1 678,712 0 0
PROPETRO HLDG CORP COM 74347M108 17,148 1,281,817 SH   DFND 1 1,281,817 0 0
PROPETRO HLDG CORP COM 74347M108 14,291 1,068,182 SH   DFND 2 1,068,182 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 304 10,198 SH   DFND 1 10,198 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 878 29,502 SH   DFND 2 29,502 0 0
RING ENERGY INC COM 76680V108 7,121 547,793 SH   DFND 1 547,793 0 0
RING ENERGY INC COM 76680V108 20,599 1,584,537 SH   DFND 2 1,584,537 0 0
SILVER RUN ACQUISITION UNIT 99/99/9999 82812A202 6,577 615,735 SH   DFND 2 615,735 0 0
SILVER RUN ACQUISITION UNIT 99/99/9999 82812A202 2,274 212,864 SH   DFND 1 212,864 0 0
SMART SAND INC COM 83191H107 6,977 783,096 SH   DFND 1 783,096 0 0
TECHNIPFMC PLC COM G87110105 5,440 200,000 SH   DFND 1 200,000 0 0
TECK RESOURCES LTD CL B 878742204 6,932 400,000 SH   DFND 1 400,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 16,865 250,000 SH Put DFND 1 250,000 0 0
WPX ENERGY INC COM 98212B103 16,392 1,696,900 SH Call DFND 2 1,696,900 0 0
WPX ENERGY INC COM 98212B103 13,996 1,448,911 SH   DFND 1 1,448,911 0 0
WPX ENERGY INC COM 98212B103 40,486 4,191,099 SH   DFND 2 4,191,099 0 0
WPX ENERGY INC COM 98212B103 6,066 628,000 SH Call DFND 1 628,000 0 0