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

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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
Centennial Resource Dev Inc Cl A 15136A102 28,576 1,307,828 SH   DFND 1 0 1,307,828 0
Enviva Partners LP Com Unit 29414J107 353,771 11,124,865 SH   DFND 1 0 11,124,865 0
Fang Hldgs Ltd ADR 30711Y102 31,877 12,307,691 SH   DFND 1, 2 0 12,307,691 0
Golden Ocean Group Ltd Shs New G39637205 42,176 4,277,447 SH   DFND 1 0 4,277,447 0
Liberty Oilfield Svcs Inc Com Cl A 53115L104 1,033,691 47,922,643 SH   DFND 1 0 47,922,643 0
Onesmart Intl Ed Group Ltd Sponsored Ads 68276W103 206,562 23,157,142 SH   DFND 1, 2 0 23,157,142 0
Pattern Energy Group Inc Cl A 70338P100 11,859 596,809 SH   DFND 1 0 596,809 0
Seacor Marine Hldgs Inc Com 78413P101 22,643 1,000,585 SH   DFND 1 0 1,000,585 0
Sequential Brnds Group Inc N Com 81734P107 10,638 6,369,812 SH   DFND 1 0 6,369,812 0
Wesco Aircraft Hldgs Inc Com 950814103 259,840 23,096,882 SH   DFND 1 0 23,096,882 0