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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

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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 13,457 1,621,298 SH   DFND 1 0 1,621,298 0
CABOT OIL & GAS CORP COM 127097103 39,494 2,425,936 SH   DFND 1 0 2,425,936 0
EQT CORP COM 26884L109 57,113 4,493,558 SH   DFND 1 0 4,493,558 0
EXELON CORP COM 30161N101 19,003 450,100 SH   DFND   0 450,100 0
GOODRICH PETE CORP COM PAR 382410843 18,551 1,838,510 SH   DFND 1 0 1,838,510 0
PIONEER NAT RES CO COM 723787107 39,791 349,385 SH   DFND 1 0 349,385 0
TOTAL SE SPONSORED ADS 89151E109 15,077 359,744 SH   DFND 1 0 359,744 0
WILLIAMS COS INC COM 969457100 24,766 1,235,225 SH   DFND 1 0 1,235,225 0