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
BATTALION OIL CORP COM 07134L107 15,402 1,621,298 SH   DFND 1 0 1,621,298 0
BONANZA CREEK ENERGY INC COM NEW 097793400 16,097 1,086,173 SH   DFND 1 0 1,086,173 0
CABOT OIL & GAS CORP COM 127097103 14,686 854,839 SH   DFND 1 0 854,839 0
CONCHO RES INC COM 20605P101 32,188 625,000 SH Call DFND 1 0 625,000 0
CONCHO RES INC COM 20605P101 51,323 996,560 SH   DFND 1 0 996,560 0
ENTERPRISE PRODS PARTNERS L COM 293792107 35,568 1,957,489 SH   DFND 1 0 1,957,489 0
EQT CORP COM 26884L109 45,397 3,814,839 SH   DFND 1 0 3,814,839 0
EXELON CORP COM 30161N101 16,334 450,100 SH   DFND   0 450,100 0
GOODRICH PETE CORP COM PAR 382410843 13,237 1,838,510 SH   DFND 1 0 1,838,510 0
GULFPORT ENERGY CORP COM NEW 402635304 2,911 2,670,525 SH   DFND 1 0 2,670,525 0
PIONEER NAT RES CO COM 723787107 42,549 435,510 SH   DFND 1 0 435,510 0
WILLIAMS COS INC COM 969457100 10,989 577,746 SH   DFND 1 0 577,746 0