The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| KOSMOS ENERGY LTD | COM | 500688106 | 6,589,000 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | |||
| SM ENERGY CO | COM | 78454L100 | 12,813,566 | 405,108 | SH | SOLE | 405,108 | 0 | 0 | |||
| TENARIS S A | SPONSORED ADS | 88031M109 | 2,854,235 | 95,300 | SH | SOLE | 95,300 | 0 | 0 | |||
| NOBLE CORP NEW | ORD SHS A | G65431127 | 11,580,969 | 280,343 | SH | SOLE | 280,343 | 0 | 0 | |||
| CHORD ENERGY CORPORATION | COM NEW | 674215207 | 12,304,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| VALARIS LIMITED | CL A | G9460G101 | 11,327,400 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 5,161,000 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| ANTERO RESOURCES CORP | COM | 03674X106 | 2,763,600 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | |||
| TECHNIP ENERGIES ADR - SPON | COM | 87854Y109 | 2,329,060 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | |||
| COTERRA ENERGY INC | COM | 127097103 | 3,036,000 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | |||
| PIONEER NAT RES CO | COM | 723787107 | 2,071,800 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| INVESCO QQQ TR | COM | 46090E953 | 36,942,000 | 100,000 | SH | Put | SOLE | 0 | 0 | 0 | ||
| BROOKFIELD INFRAST PARTNERS | COM | G16252951 | 36,464,000 | 800,000 | SH | Put | SOLE | 0 | 0 | 0 | ||