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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
RAMACO RES INC COM 75134P303   49,110,855 5,587,128 SH   DFND 1,2 5,587,128 0 0
RILEY EXPLORATION PERMIAN IN COM 76665T102   52,506,446 1,784,113 SH   DFND 1,2 1,784,113 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   2,529,308 87,671 SH   DFND 1,2 87,671 0 0
SOUTHWESTERN ENERGY CO COM 845467109   40,945,765 6,999,276 SH   DFND 1,2 6,999,276 0 0