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
ALPHA NATURAL RESOURCES INC COM 02076X102 2,096 400,000 SH Call DFND 1 400,000 0 0
AMICUS THERAPEUTICS INC COM 03152W109 1,398 600,000 SH   DFND 1 600,000 0 0
AMICUS THERAPEUTICS INC COM 03152W109 55 23,500 SH   DFND   23,500 0 0
APACHE CORP COM 037411105 1,358 16,200 SH   DFND 1 16,200 0 0
ARCH COAL INC COM 039380100 1,701 450,000 SH   DFND 1 450,000 0 0
ARCH COAL INC COM 039380100 113 30,000 SH   DFND   30,000 0 0
ARCH COAL INC COM 039380100 1,890 500,000 SH Call DFND 1 500,000 0 0
BAKER HUGHES INC COM 057224107 3,690 80,000 SH   DFND 1 80,000 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 1,835 30,000 SH   DFND 1 30,000 0 0
CARRIZO OIL & GAS INC COM 144577103 1,417 50,000 SH   DFND 1 50,000 0 0
COMSTOCK RES INC COM NEW 205768203 2,105 133,800 SH   DFND 1 133,800 0 0
ENCANA CORP COM 292505104 1,186 70,000 SH   DFND 1 70,000 0 0
EOG RES INC COM 26875P101 2,634 20,000 SH   DFND 1 20,000 0 0
GENWORTH FINL INC COM CL A 37247D106 342 30,000 SH   DFND 1 30,000 0 0
GOODRICH PETE CORP COM NEW 382410405 8,097 632,610 SH   DFND 1 632,610 0 0
GOODRICH PETE CORP COM NEW 382410405 320 25,000 SH   DFND   25,000 0 0
GOODRICH PETE CORP COM NEW 382410405 2,724 212,800 SH Call DFND 1 212,800 0 0
GOODRICH PETE CORP COM NEW 382410405 640 50,000 SH Call DFND   50,000 0 0
GULFPORT ENERGY CORP COM NEW 402635304 941 20,000 SH   DFND 1 20,000 0 0
HALLIBURTON CO COM 406216101 2,727 65,357 SH   DFND 1 65,357 0 0
HALLIBURTON CO COM 406216101 313 7,500 SH   DFND   7,500 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 199 20,000 SH   DFND 1 20,000 0 0
NEWFIELD EXPL CO COM 651290108 2,511 105,100 SH   DFND 1 105,100 0 0
NEWFIELD EXPL CO COM 651290108 239 10,000 SH   DFND   10,000 0 0
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 1,702 45,300 SH   DFND 1 45,300 0 0
NQ MOBILE INC ADR REPSTG CL A 64118U108 1,366 169,100 SH   DFND 1 169,100 0 0
NQ MOBILE INC ADR REPSTG CL A 64118U108 606 75,000 SH   DFND   75,000 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 3,510 103,030 SH   DFND 1 103,030 0 0
ROYAL GOLD INC COM 780287108 210 5,000 SH   DFND   5,000 0 0
SANCHEZ ENERGY CORP COM 79970Y105 963 41,949 SH   DFND 1 41,949 0 0
SCHLUMBERGER LTD COM 806857108 3,907 54,520 SH   DFND 1 54,520 0 0
SM ENERGY CO COM 78454L100 2,267 37,800 SH   DFND 1 37,800 0 0
SYNTROLEUM CORP COM NEW 871630208 380 55,000 SH   DFND   55,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 2,753 57,410 SH   DFND 1 57,410 0 0
TRANSOCEAN LTD REG SHS H8817H100 240 5,000 SH   DFND   5,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 4,316 90,000 SH Call DFND 1 90,000 0 0
ULTRA PETROLEUM CORP COM 903914109 1,189 60,000 SH   DFND 1 60,000 0 0
WABASH NATL CORP COM 929566107 456 44,800 SH   DFND 1 44,800 0 0
WABASH NATL CORP COM 929566107 204 20,000 SH   DFND   20,000 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 3,951 288,400 SH   DFND 1 288,400 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 343 25,000 SH   DFND   25,000 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 8,220 600,000 SH Call DFND 1 600,000 0 0