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
BATTALION OIL CORP COM 07134L107 11,079 2,369,769 SH   DFND 1 0 2,369,769 0
BONANZA CREEK ENERGY INC COM NEW 097793400 14,128 1,255,845 SH   DFND 1 0 1,255,845 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 188 714,443 SH   DFND 1 0 714,443 0
CONCHO RES INC COM 20605P101 21,438 500,296 SH   DFND 1 0 500,296 0
CONCHO RES INC COM 20605P101 26,781 625,000 SH Call DFND 1 0 625,000 0
CONOCOPHILLIPS COM 20825C104 1,192 38,714 SH   DFND 1 0 38,714 0
DIAMONDBACK ENERGY INC COM 25278X109 1,834 70,000 SH Call DFND 1 0 70,000 0
DIAMONDBACK ENERGY INC COM 25278X109 20,332 776,026 SH   DFND 1 0 776,026 0
EXELON CORP COM 30161N101 16,568 450,100 SH   DFND   0 450,100 0
EXTRACTION OIL AND GAS INC COM 30227M105 1,367 3,239,430 SH   DFND 1 0 3,239,430 0
GOODRICH PETE CORP COM PAR 382410843 7,832 1,838,510 SH   DFND 1 0 1,838,510 0
GULFPORT ENERGY CORP COM NEW 402635304 836 1,879,010 SH   DFND 1 0 1,879,010 0
PIONEER NAT RES CO COM 723787107 36,155 515,391 SH   DFND 1 0 515,391 0
SOUTHWESTERN ENERGY CO COM 845467109 5,991 3,545,243 SH   DFND 1 0 3,545,243 0
VALARIS PLC SHS CLASS A G9402V109 489 1,086,263 SH   DFND 1 0 1,086,263 0
WILLIAMS COS INC COM 969457100 11,469 810,498 SH   DFND 1 0 810,498 0