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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107   3,258,364 21,400 SH   DFND   0 21,400 0
AMAZON COM INC COM 023135106   2,561,396 14,200 SH   DFND   0 14,200 0
APOLLO GLOBAL MGMT INC COM 03769M106   674,700 6,000 SH   DFND   0 6,000 0
ARCH RESOURCES INC CL A 03940R107   55,286,677 343,844 SH   DFND 1 0 343,844 0
BATTALION OIL CORP COM 07134L107   13,412,893 2,369,769 SH   DFND 1 0 2,369,769 0
BLACKSTONE INC COM 09260D107   656,850 5,000 SH   DFND   0 5,000 0
CENTERPOINT ENERGY INC COM 15189T107   462,963 16,250 SH   DFND   0 16,250 0
CONSTELLATION ENERGY CORP COM 21037T109   408,149 2,208 SH   DFND   0 2,208 0
DUKE ENERGY CORP NEW COM NEW 26441C204   295,933 3,060 SH   DFND   0 3,060 0
EXELON CORP COM 30161N101   498,704 13,274 SH   DFND   0 13,274 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   3,051,247 19,056 SH   DFND 1 0 19,056 0
ISHARES TR RUSSELL 2000 ETF 464287655   3,259,650 15,500 SH   DFND   0 15,500 0
ISHARES TR MSCI EMG MKT ETF 464287234   4,470,736 108,830 SH   DFND   0 108,830 0
MICROSOFT CORP COM 594918104   3,483,562 8,280 SH   DFND   0 8,280 0
OATLY GROUP AB SPONSORED ADS 67421J108   182,684 161,667 SH   DFND   0 161,667 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   357,273 5,350 SH   DFND   0 5,350 0
ROBINHOOD MKTS INC COM CL A 770700102   309,277 15,364 SH   DFND   0 15,364 0
SM ENERGY CO COM 78454L100   6,650,289 133,406 SH   DFND 1 0 133,406 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   37,765,654 72,200 SH   DFND   0 72,200 0
SPDR SER TR S&P BIOTECH 78464A870   1,470,795 15,500 SH   DFND   0 15,500 0
TECK RESOURCES LTD CL B 878742204   549,360 12,000 SH   DFND   0 12,000 0
TOAST INC CL A 888787108   229,438 9,207 SH   DFND   0 9,207 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   2,229,210 70,500 SH   DFND   0 70,500 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   526,244 13,584 SH   DFND   0 13,584 0
VITAL ENERGY INC COM 516806205   5,754,496 109,526 SH   DFND 1 0 109,526 0
XCEL ENERGY INC COM 98389B100   37,732,500 702,000 SH   DFND 1 0 702,000 0