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
Expires: July 31, 2015
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
Epsilon Energy Ltd COM 294375209 15,524,320 2,869,560 SH DFND 1,2 2,869,560 0 0
Ramaco Resources Inc COM CL A 75134P600 39,424,978 2,979,968 SH DFND 1,2 2,979,968 0 0
Ramaco Resources Inc COM CL B 75134P501 10,820,804 1,265,591 SH DFND 1,2 1,265,591 0 0
Riley Exploration Permian COM 76665T102 42,324,364 1,284,113 SH DFND 1,2 1,284,113 0 0