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
ANADARKO PETE CORP COM 032511107 21,447 402,763 SH   DFND 2 402,763 0 0
ANADARKO PETE CORP COM 032511107 9,280 174,272 SH   DFND 1 174,272 0 0
APACHE CORP COM 037411105 5,044 90,600 SH   DFND 1 90,600 0 0
APACHE CORP COM 037411105 11,657 209,400 SH   DFND 2 209,400 0 0
CANADIAN NATL RY CO COM 136375102 5,906 100,000 SH   DFND 1 100,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 6,757 1,578,835 SH   DFND 1 1,578,835 0 0
CHESAPEAKE ENERGY CORP COM 165167107 15,617 3,648,901 SH   DFND 2 3,648,901 0 0
CIMAREX ENERGY CO COM 171798101 7,968 66,777 SH   DFND 1 66,777 0 0
CIMAREX ENERGY CO COM 171798101 18,415 154,329 SH   DFND 2 154,329 0 0
CONCHO RES INC COM 20605P101 5,133 43,037 SH   DFND 1 43,037 0 0
CONCHO RES INC COM 20605P101 11,862 99,459 SH   DFND 2 99,459 0 0
ECLIPSE RES CORP COM 27890G100 5,129 1,535,600 SH   DFND 2 1,535,600 0 0
ECLIPSE RES CORP COM 27890G100 2,219 664,400 SH   DFND 1 664,400 0 0
ENERGEN CORP COM 29265N108 9,175 190,315 SH   DFND 1 190,315 0 0
ENERGEN CORP COM 29265N108 21,205 439,838 SH   DFND 2 439,838 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 6,924 898,000 SH   DFND 1 898,000 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 3,931 509,796 SH   SOLE   509,796 0 0
GULFPORT ENERGY CORP COM NEW 402635304 5,948 190,260 SH   DFND 1 190,260 0 0
GULFPORT ENERGY CORP COM NEW 402635304 13,746 439,740 SH   DFND 2 439,740 0 0
INDEPENDENCE CONTRACT DRIL I COM 453415309 3,178 585,206 SH   DFND 1 585,206 0 0
MARATHON OIL CORP COM 565849106 2,040 135,900 SH   DFND 1 135,900 0 0
MARATHON OIL CORP COM 565849106 4,715 314,100 SH   DFND 2 314,100 0 0
NEWFIELD EXPL CO COM 651290108 8,006 181,208 SH   DFND 1 181,208 0 0
NEWFIELD EXPL CO COM 651290108 18,502 418,792 SH   DFND 2 418,792 0 0
NORFOLK SOUTHERN CORP COM 655844108 5,533 65,000 SH   DFND 1 65,000 0 0
QEP RES INC COM 74733V100 4,259 241,600 SH   DFND 1 241,600 0 0
QEP RES INC COM 74733V100 9,845 558,400 SH   DFND 2 558,400 0 0
RICE ENERGY INC COM 762760106 1,664 75,500 SH   DFND 1 75,500 0 0
RICE ENERGY INC COM 762760106 3,846 174,500 SH   DFND 2 174,500 0 0
RIO TINTO PLC SPONSORED ADR 767204100 7,043 225,000 SH   DFND 1 225,000 0 0
SHERWIN WILLIAMS CO COM 824348106 8,781 29,900 SH   DFND 1 29,900 0 0
SILVER RUN ACQUISITION CORP UNIT 99/99/9999T 82811P200 4,696 470,502 SH   DFND 2 470,502 0 0
SILVER RUN ACQUISITION CORP UNIT 99/99/9999T 82811P200 2,032 203,583 SH   DFND 1 203,583 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 7,364 400,000 SH   DFND 1 400,000 0 0
TECK RESOURCES LTD CL B 878742204 3,747 284,500 SH   DFND 1 284,500 0 0
U S SILICA HLDGS INC COM 90346E103 14,071 408,200 SH   DFND 1 408,200 0 0
U S SILICA HLDGS INC COM 90346E103 7,547 218,935 SH   SOLE   218,935 0 0
WILLIAMS CLAYTON ENERGY INC COM 969490101 3,803 138,487 SH   DFND 1 138,487 0 0
WILLIAMS CLAYTON ENERGY INC COM 969490101 8,789 320,058 SH   DFND 2 320,058 0 0
WPX ENERGY INC COM 98212B103 14,296 1,535,600 SH   DFND 2 1,535,600 0 0
WPX ENERGY INC COM 98212B103 6,186 664,400 SH   DFND 1 664,400 0 0