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
AEMETIS INC COM NEW 00770K202 37,741 2,064,615 SH   DFND 1,2 2,064,615 0 0
ALCOA CORP COM 013872106 7,341 150,000 SH   DFND 1,2 150,000 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 963 19,333 SH   DFND 1,2 19,333 0 0
ANTERO RESOURCES CORP COM 03674X106 67,473 3,587,062 SH   DFND 1,2 3,587,062 0 0
ARCH RESOURCES INC CL A 03940R107 23,109 249,153 SH   DFND 1,2 249,153 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 9,912 523,336 SH   DFND 1,2 523,336 0 0
BAKER HUGHES COMPANY CL A 05722G100 42,274 1,709,440 SH   DFND 1,2 1,709,440 0 0
CACTUS INC CL A 127203107 38,711 1,026,276 SH   DFND 1,2 1,026,276 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 94,480 2,304,397 SH   DFND 1,2 2,304,397 0 0
CHART INDS INC COM 16115Q308 12,000 62,793 SH   DFND 1,2 62,793 0 0
COMSTOCK RES INC COM 205768302 19,758 1,909,000 SH   DFND 1,2 1,909,000 0 0
CONSOL ENERGY INC NEW COM 20854L108 14,794 568,581 SH   DFND 1,2 568,581 0 0
CVR ENERGY INC COM 12662P108 8,725 523,700 SH   DFND 1,2 523,700 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100 9,035 552,942 SH   DFND 1,2 552,942 0 0
DECARBONIZATION PLUS ACQU II *W EXP 01/19/202 242794113 4,453 451,156 SH   DFND 1,2 451,156 0 0
DECARBONIZATION PLUS ACQU II COM CL A 242794105 17,134 1,732,460 SH   DFND 1,2 1,732,460 0 0
DENBURY INC COM 24790A101 39,991 569,266 SH   DFND 1,2 569,266 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 6,730 1,030,658 SH   DFND 1,2 1,030,658 0 0
ENERPLUS CORP COM 292766102 36,849 4,600,000 SH   DFND 1,2 4,600,000 0 0
EURONAV NV SHS B38564108 7,428 761,114 SH   DFND 1,2 761,114 0 0
FREEPORT-MCMORAN INC CL B 35671D857 16,265 500,000 SH   DFND 1,2 500,000 0 0
FREYR BATTERY *W EXP 10/31/202 L4135L118 70,960 7,189,449 SH   DFND 1,2 7,189,449 0 0
FREYR BATTERY SHS L4135L100 45,600 4,620,050 SH   DFND 1,2 4,620,050 0 0
GENERAC HLDGS INC COM 368736104 25,961 63,526 SH   DFND 1,2 63,526 0 0
GEOPARK LTD USD SHS G38327105 19,839 1,554,781 SH   DFND 1,2 1,554,781 0 0
GREEN PLAINS INC COM 393222104 24,612 753,819 SH   DFND 1,2 753,819 0 0
HOLLYFRONTIER CORP COM 436106108 24,516 740,000 SH   DFND 1,2 740,000 0 0
HYZON MOTORS INC COM CL A 44951Y102 1,388 200,000 SH   DFND 1,2 200,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 322,164 900,000 SH Put DFND 1,2 900,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 240,625 1,100,000 SH Put DFND 1,2 1,100,000 0 0
LIVE OAK ACQUISITION CORP II COM CL A 53804W106 15,260 1,529,049 SH   DFND 1,2 1,529,049 0 0
MARATHON OIL CORP COM 565849106 16,202 1,185,188 SH   DFND 1,2 1,185,188 0 0
NABORS INDUSTRIES LTD SHS G6359F137 14,077 145,907 SH   DFND 1,2 145,907 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 39,130 3,125,432 SH   DFND 1,2 3,125,432 0 0
OVINTIV INC COM 69047Q102 41,285 1,255,616 SH   DFND 1,2 1,255,616 0 0
PBF ENERGY INC CL A 69318G106 8,718 672,200 SH   DFND 1,2 672,200 0 0
PIONEER NAT RES CO COM 723787107 24,977 150,000 SH   DFND 1,2 150,000 0 0
PRECISION DRILLING CORP COM NEW 74022D407 21,536 532,418 SH   DFND 1,2 532,418 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 21,124 1,590,681 SH   DFND 1,2 1,590,681 0 0
RAMACO RES INC COM 75134P303 2,399 194,864 SH   DFND 1,2 194,864 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 8,487 1,635,336 SH   DFND 1,2 1,635,336 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 27,515 986,914 SH   DFND 1,2 986,914 0 0
SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103 13,760 1,649,933 SH   DFND 1,2 1,649,933 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 11,320 343,664 SH   DFND 1,2 343,664 0 0
TALOS ENERGY INC COM 87484T108 13,770 1,000,000 SH   DFND 1,2 1,000,000 0 0
TECK RESOURCES LTD CL B 878742204 17,040 684,069 SH   DFND 1,2 684,069 0 0
THERMON GROUP HLDGS INC COM 88362T103 5,537 319,889 SH   DFND 1,2 319,889 0 0
VISTA OIL & GAS SAB DE CV SPONSORED ADS 92837L109 4,864 967,026 SH   DFND 1,2 967,026 0 0
WHITING PETE CORP NEW COM NEW 966387508 35,666 610,610 SH   DFND 1,2 610,610 0 0