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 18,721 2,369,769 SH   DFND 1 0 2,369,769 0
BONANZA CREEK ENERGY INC COM NEW 097793400 10,828 575,965 SH   DFND 1 0 575,965 0
CABOT OIL & GAS CORP COM 127097103 26,736 1,540,109 SH   DFND 1 0 1,540,109 0
CONCHO RES INC COM 20605P101 27,575 625,000 SH Call DFND 1 0 625,000 0
CONCHO RES INC COM 20605P101 46,249 1,048,263 SH   DFND 1 0 1,048,263 0
DIAMONDBACK ENERGY INC COM 25278X109 3,899 129,441 SH   DFND 1 0 129,441 0
EQT CORP COM 26884L109 52,340 4,047,946 SH   DFND 1 0 4,047,946 0
EXELON CORP COM 30161N101 16,096 450,100 SH   DFND   0 450,100 0
FIRSTENERGY CORP COM 337932107 40,006 1,393,446 SH   DFND 1 0 1,393,446 0
GOODRICH PETE CORP COM PAR 382410843 14,138 1,838,510 SH   DFND 1 0 1,838,510 0
GULFPORT ENERGY CORP COM NEW 402635304 1,408 2,670,525 SH   DFND 1 0 2,670,525 0
PIONEER NAT RES CO COM 723787107 38,453 447,185 SH   DFND 1 0 447,185 0
TENARIS S A SPONSORED ADS 88031M109 9,169 930,827 SH   DFND 1 0 930,827 0
TOTAL SE SPONSORED ADS 89151E109 40,142 1,170,307 SH   DFND 1 0 1,170,307 0
WILLIAMS COS INC COM 969457100 31,286 1,592,166 SH   DFND 1 0 1,592,166 0