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 3,096 1,070 SH   DFND   0 1,070 0
AMAZON COM INC COM 023135106 2,367 710 SH   DFND   0 710 0
APELLIS PHARMACEUTICALS INC COM 03753U106 260 5,500 SH   DFND   0 5,500 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 435 6,000 SH   DFND   0 6,000 0
BATTALION OIL CORP COM 07134L107 23,224 2,369,769 SH   DFND 1 0 2,369,769 0
BLACKSTONE INC COM 09260D107 647 5,000 SH   DFND   0 5,000 0
CENTERPOINT ENERGY INC COM 15189T107 454 16,250 SH   DFND   0 16,250 0
CONOCOPHILLIPS COM 20825C104 24,065 333,406 SH   DFND 1 0 333,406 0
COTERRA ENERGY INC COM 127097103 22,300 1,173,710 SH   DFND 1 0 1,173,710 0
CROWDSTRIKE HLDGS INC CL A 22788C105 278 1,360 SH   DFND   0 1,360 0
DOMINION ENERGY INC COM 25746U109 263 3,350 SH   DFND   0 3,350 0
DUKE ENERGY CORP NEW COM NEW 26441C204 321 3,060 SH   DFND   0 3,060 0
EQT CORP COM 26884L109 55,780 2,557,551 SH   DFND 1 0 2,557,551 0
EXELON CORP COM 30161N101 24,625 426,339 SH   DFND 1 0 426,339 0
FIRSTENERGY CORP COM 337932107 20,795 500,000 SH   DFND 1 0 500,000 0
ISHARES TR MSCI CHINA ETF 46429B671 3,277 52,200 SH   DFND   0 52,200 0
ISHARES TR MSCI EMG MKT ETF 464287234 5,316 108,830 SH   DFND   0 108,830 0
ISHARES TR RUSSELL 2000 ETF 464287655 3,448 15,500 SH   DFND   0 15,500 0
MICROSOFT CORP COM 594918104 2,785 8,280 SH   DFND   0 8,280 0
OATLY GROUP AB SPONSORED ADS 67421J108 1,287 161,667 SH   DFND   0 161,667 0
O-I GLASS INC COM 67098H104 265 22,065 SH   DFND   0 22,065 0
PTC THERAPEUTICS INC COM 69366J200 259 6,500 SH   DFND   0 6,500 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 357 5,350 SH   DFND   0 5,350 0
ROBINHOOD MKTS INC COM CL A 770700102 273 15,364 SH   DFND   0 15,364 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 34,292 72,200 SH   DFND   0 72,200 0
TECK RESOURCES LTD CL B 878742204 346 12,000 SH   DFND   0 12,000 0
TOAST INC CL A 888787108 320 9,207 SH   DFND   0 9,207 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 2,258 70,500 SH   DFND   0 70,500 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 570 13,584 SH   DFND   0 13,584 0