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
ARCHROCK INC COM 03957W106 16,826 1,340,733 SH   DFND 1 1,340,733 0 0
CABOT OIL & GAS CORP COM 127097103 2,748 102,720 SH   DFND 1 102,720 0 0
CABOT OIL & GAS CORP COM 127097103 6,849 256,030 SH   DFND 2 256,030 0 0
CANADIAN PAC RY LTD COM 13645T100 8,402 50,000 SH   DFND 1 50,000 0 0
CIMAREX ENERGY CO COM 171798101 7,143 62,843 SH   DFND 1 62,843 0 0
CIMAREX ENERGY CO COM 171798101 17,803 156,617 SH   DFND 2 156,617 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 1,227 335,110 SH   DFND 1 335,110 0 0
DASEKE INC COM 23753F107 2,771 212,354 SH   DFND 1 212,354 0 0
DELEK US HLDGS INC NEW COM 24665A103 4,010 150,000 SH   DFND 1 150,000 0 0
ENERGY RECOVERY INC COM 29270J100 6,320 800,000 SH   DFND 1 800,000 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 13,077 849,725 SH   DFND 1 849,725 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 32,595 2,117,942 SH   DFND 2 2,117,942 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 25,965 1,148,389 SH   DFND 1 1,148,389 0 0
GULFPORT ENERGY CORP COM NEW 402635304 15,836 1,104,334 SH   DFND 1 1,104,334 0 0
GULFPORT ENERGY CORP COM NEW 402635304 39,466 2,752,174 SH   DFND 2 2,752,174 0 0
HALLIBURTON CO COM 406216101 2,762 60,000 SH   DFND 1 60,000 0 0
KOSMOS ENERGY LTD SHS G5315B107 7,630 958,548 SH   DFND 1 958,548 0 0
KOSMOS ENERGY LTD SHS G5315B107 19,014 2,388,718 SH   DFND 2 2,388,718 0 0
LAREDO PETROLEUM INC COM 516806106 12,254 947,746 SH   DFND 1 947,746 0 0
LAREDO PETROLEUM INC COM 516806106 30,544 2,362,254 SH   DFND 2 2,362,254 0 0
MARATHON OIL CORP COM 565849106 34,865 2,571,189 SH   DFND 2 2,571,189 0 0
MARATHON OIL CORP COM 565849106 13,993 1,031,936 SH   DFND 1 1,031,936 0 0
MARATHON PETE CORP COM 56585A102 8,412 150,000 SH   DFND 1 150,000 0 0
NCS MULTISTAGE HLDGS INC COM 628877102 13,846 575,000 SH   DFND 1 575,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 9,257 70,000 SH   DFND 1 70,000 0 0
PATTERSON UTI ENERGY INC COM 703481101 5,759 275,000 SH   DFND 1 275,000 0 0
PQ GROUP HLDGS INC COM 73943T103 15,956 925,000 SH   DFND 1 925,000 0 0
PROPETRO HLDG CORP COM 74347M108 18,343 1,278,289 SH   DFND 1 1,278,289 0 0
PROPETRO HLDG CORP COM 74347M108 15,362 1,070,504 SH   DFND 2 1,070,504 0 0
RANGE RES CORP COM 75281A109 5,605 286,400 SH   DFND 1 286,400 0 0
RANGE RES CORP COM 75281A109 13,965 713,600 SH   DFND 2 713,600 0 0
RING ENERGY INC COM 76680V108 27,268 1,881,819 SH   DFND 2 1,881,819 0 0
RING ENERGY INC COM 76680V108 11,153 769,691 SH   DFND 1 769,691 0 0
SM ENERGY CO COM 78454L100 8,274 466,410 SH   DFND 1 466,410 0 0
SM ENERGY CO COM 78454L100 20,620 1,162,346 SH   DFND 2 1,162,346 0 0
SOUTHWESTERN ENERGY CO COM 845467109 13,888 2,273,018 SH   DFND 1 2,273,018 0 0
SOUTHWESTERN ENERGY CO COM 845467109 34,610 5,664,429 SH   DFND 2 5,664,429 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 10,305 2,250,000 SH   DFND 1 2,250,000 0 0
WPX ENERGY INC COM 98212B103 42,573 3,701,968 SH   DFND 2 3,701,968 0 0
WPX ENERGY INC COM 98212B103 17,081 1,485,332 SH   DFND 1 1,485,332 0 0