The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMEREN CORP | COM | 023608102 | 12,956 | 338,000 | SH | DFND | 1 | 338,000 | 0 | 0 | |
| ATWOOD OCEANICS INC | COM | 050095108 | 5,505 | 126,000 | SH | Call | DFND | 1 | 126,000 | 0 | 0 |
| BAKER HUGHES INC | COM | 057224107 | 33,076 | 508,395 | SH | DFND | 1 | 508,395 | 0 | 0 | |
| BARRETT BILL CORP | COM | 06846N104 | 18,264 | 828,655 | SH | DFND | 1 | 828,655 | 0 | 0 | |
| BASIC ENERGY SVCS INC NEW | COM | 06985P100 | 15,826 | 729,659 | SH | DFND | 1 | 729,659 | 0 | 0 | |
| C&J ENERGY SVCS INC | COM | 12467B304 | 20,890 | 683,813 | SH | DFND | 1 | 683,813 | 0 | 0 | |
| CARRIZO OIL & GAS INC | COM | 144577103 | 13,112 | 243,630 | SH | DFND | 1 | 243,630 | 0 | 0 | |
| CIMAREX ENERGY CO | COM | 171798101 | 30,879 | 244,046 | SH | DFND | 1 | 244,046 | 0 | 0 | |
| CONCHO RES INC | COM | 20605P101 | 30,124 | 240,243 | SH | DFND | 1 | 240,243 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 5,552 | 162,000 | SH | Call | DFND | 1 | 162,000 | 0 | 0 |
| EDISON INTL | COM | 281020107 | 18,771 | 335,678 | SH | DFND | 1 | 335,678 | 0 | 0 | |
| ENERGEN CORP | COM | 29265N108 | 19,512 | 270,095 | SH | DFND | 1 | 270,095 | 0 | 0 | |
| ENSCO PLC | SHS CLASS A | G3157S106 | 7,436 | 180,000 | SH | Call | DFND | 1 | 180,000 | 0 | 0 |
| ENTERGY CORP NEW | COM | 29364G103 | 3,134 | 40,522 | SH | DFND | 1 | 40,522 | 0 | 0 | |
| EQT CORP | COM | 26884L109 | 1,563 | 17,079 | SH | DFND | 1 | 17,079 | 0 | 0 | |
| EXELON CORP | COM | 30161N101 | 18,579 | 545,000 | SH | DFND | 1 | 545,000 | 0 | 0 | |
| FMC TECHNOLOGIES INC | COM | 30249U101 | 10,862 | 200,000 | SH | Call | DFND | 1 | 200,000 | 0 | 0 |
| GOODRICH PETE CORP | COM NEW | 382410405 | 4,941 | 333,411 | SH | DFND | 1 | 333,411 | 0 | 0 | |
| GREAT PLAINS ENERGY INC | COM | 391164100 | 12,625 | 522,353 | SH | DFND | 1 | 522,353 | 0 | 0 | |
| GULFPORT ENERGY CORP | COM NEW | 402635304 | 34,708 | 649,956 | SH | DFND | 1 | 649,956 | 0 | 0 | |
| HALCON RES CORP | COM NEW | 40537Q209 | 4,767 | 1,203,700 | SH | DFND | 1 | 1,203,700 | 0 | 0 | |
| HALLIBURTON CO | COM | 406216101 | 32,256 | 500,016 | SH | DFND | 1 | 500,016 | 0 | 0 | |
| HAWAIIAN ELEC INDUSTRIES | COM | 419870100 | 16,304 | 614,100 | SH | DFND | 1 | 614,100 | 0 | 0 | |
| HELMERICH & PAYNE INC | COM | 423452101 | 22,074 | 225,549 | SH | DFND | 1 | 225,549 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 5,908 | 154,104 | SH | DFND | 1 | 154,104 | 0 | 0 | |
| MAGNUM HUNTER RES CORP DEL | COM | 55973B102 | 9,400 | 1,687,595 | SH | DFND | 1 | 1,687,595 | 0 | 0 | |
| MARATHON OIL CORP | COM | 565849106 | 4,699 | 125,000 | SH | DFND | 1 | 125,000 | 0 | 0 | |
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 29,984 | 1,317,391 | SH | DFND | 1 | 1,317,391 | 0 | 0 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 9,132 | 120,000 | SH | Call | DFND | 1 | 120,000 | 0 | 0 |
| NEWFIELD EXPL CO | COM | 651290108 | 16,665 | 449,563 | SH | DFND | 1 | 449,563 | 0 | 0 | |
| NEXTERA ENERGY INC | COM | 65339F101 | 36,829 | 392,300 | SH | DFND | 1 | 392,300 | 0 | 0 | |
| NISOURCE INC | COM | 65473P105 | 5,939 | 144,917 | SH | DFND | 1 | 144,917 | 0 | 0 | |
| NOBLE CORP PLC | SHS USD | G65431101 | 3,466 | 156,000 | SH | Call | DFND | 1 | 156,000 | 0 | 0 |
| OASIS PETE INC NEW | COM | 674215108 | 649 | 15,525 | SH | DFND | 1 | 15,525 | 0 | 0 | |
| OGE ENERGY CORP | COM | 670837103 | 13,127 | 353,723 | SH | DFND | 1 | 353,723 | 0 | 0 | |
| PATTERN ENERGY GROUP INC | CL A | 70338P100 | 10,142 | 328,000 | SH | DFND | 1 | 328,000 | 0 | 0 | |
| PATTERSON UTI ENERGY INC | COM | 703481101 | 33,201 | 1,020,632 | SH | DFND | 1 | 1,020,632 | 0 | 0 | |
| PINNACLE WEST CAP CORP | COM | 723484101 | 17,270 | 316,062 | SH | DFND | 1 | 316,062 | 0 | 0 | |
| PIONEER NAT RES CO | COM | 723787107 | 11,276 | 57,248 | SH | DFND | 1 | 57,248 | 0 | 0 | |
| PNM RES INC | COM | 69349H107 | 18,881 | 757,978 | SH | DFND | 1 | 757,978 | 0 | 0 | |
| RICE ENERGY INC | COM | 762760106 | 16,332 | 614,000 | SH | DFND | 1 | 614,000 | 0 | 0 | |
| RPC INC | COM | 749660106 | 14,684 | 668,667 | SH | DFND | 1 | 668,667 | 0 | 0 | |
| SEADRILL LIMITED | SHS | G7945E105 | 7,760 | 290,000 | SH | Call | DFND | 1 | 290,000 | 0 | 0 |
| SEMPRA ENERGY | COM | 816851109 | 19,605 | 186,037 | SH | DFND | 1 | 186,037 | 0 | 0 | |
| SOUTHWEST GAS CORP | COM | 844895102 | 3,401 | 70,000 | SH | DFND | 1 | 70,000 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 5,371 | 168,000 | SH | Call | DFND | 1 | 168,000 | 0 | 0 |
| UIL HLDG CORP | COM | 902748102 | 2,018 | 57,000 | SH | DFND | 1 | 57,000 | 0 | 0 | |
| WEATHERFORD INTL PLC | ORD SHS | G48833100 | 32,107 | 1,543,584 | SH | DFND | 1 | 1,543,584 | 0 | 0 | |
| XCEL ENERGY INC | COM | 98389B100 | 3,040 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |