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
ALPHABET INC CAP STK CL C 02079K107 2,852 1,070 SH   DFND   0 1,070 0
AMAZON COM INC COM 023135106 2,332 710 SH   DFND   0 710 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 370 6,000 SH   DFND   0 6,000 0
BATTALION OIL CORP COM 07134L107 23,058 2,369,769 SH   DFND 1 0 2,369,769 0
BLACKSTONE INC COM 09260D107 582 5,000 SH   DFND   0 5,000 0
CENTERPOINT ENERGY INC COM 15189T107 400 16,250 SH   DFND   0 16,250 0
CIMAREX ENERGY CO COM 171798101 12,620 144,725 SH   DFND 1 0 144,725 0
CONOCOPHILLIPS COM 20825C104 22,595 333,406 SH   DFND 1 0 333,406 0
CROWDSTRIKE HLDGS INC CL A 22788C105 334 1,360 SH   DFND   0 1,360 0
DOMINION ENERGY INC COM 25746U109 245 3,350 SH   DFND   0 3,350 0
DUKE ENERGY CORP NEW COM NEW 26441C204 299 3,060 SH   DFND   0 3,060 0
EQT CORP COM 26884L109 50,349 2,460,833 SH   DFND 1 0 2,460,833 0
EXELON CORP COM 30161N101 22,078 456,725 SH   DFND   0 456,725 0
FIRSTENERGY CORP COM 337932107 17,810 500,000 SH   DFND 1 0 500,000 0
GOODRICH PETE CORP COM PAR 382410843 43,499 1,838,510 SH   DFND 1 0 1,838,510 0
ISHARES TR MSCI CHINA ETF 46429B671 3,525 52,200 SH   DFND   0 52,200 0
ISHARES TR MSCI EMG MKT ETF 464287234 5,483 108,830 SH   DFND   0 108,830 0
ISHARES TR RUSSELL 2000 ETF 464287655 3,391 15,500 SH   DFND   0 15,500 0
MICROSOFT CORP COM 594918104 2,334 8,280 SH   DFND   0 8,280 0
O-I GLASS INC COM 67098H104 315 22,065 SH   DFND   0 22,065 0
PTC THERAPEUTICS INC COM 69366J200 242 6,500 SH   DFND   0 6,500 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 326 5,350 SH   DFND   0 5,350 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 30,984 72,200 SH   DFND   0 72,200 0
TECK RESOURCES LTD CL B 878742204 299 12,000 SH   DFND   0 12,000 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 2,078 70,500 SH   DFND   0 70,500 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 521 13,584 SH   DFND   0 13,584 0