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
ADECOAGRO S A COM L00849106 2,500 332,432 SH   SOLE 332,432 0 0
ANADARKO PETE CORP COM 032511107 882 14,600 SH   SOLE 14,600 0 0
BIG ROCK PARTNERS ACQUISI CO *W EXP 12/01/202 089482111 20 44,607 SH   SOLE 44,607 0 0
BISON CAP ACQUISITION CORP *W EXP 06/20/202 G1142P112 11 26,550 SH   SOLE 26,550 0 0
BLACK RIDGE ACQUISITION CORP *W EXP 07/10/202 09216T115 42 105,000 SH   SOLE 105,000 0 0
CALLON PETE CO DEL COM 13123X102 886 66,900 SH   SOLE 66,900 0 0
CARRIZO OIL & GAS INC COM 144577103 1,854 115,900 SH   SOLE 115,900 0 0
CIMAREX ENERGY CO COM 171798101 580 6,200 SH   SOLE 6,200 0 0
CM SEVEN STAR ACQUISITION CO *W EXP 08/21/202 G2345N110 43 122,700 SH   SOLE 122,700 0 0
CONTINENTAL RESOURCES INC COM 212015101 1,120 19,000 SH   SOLE 19,000 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106 9,537 473,312 SH   SOLE 473,312 0 0
DEVON ENERGY CORP NEW COM 25179M103 649 20,400 SH   SOLE 20,400 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,657 21,000 SH   SOLE 21,000 0 0
GEOPARK LTD USD SHS G38327105 10,056 810,952 SH   SOLE 810,952 0 0
GIGCAPITAL INC *W EXP 06/08/202 37518N122 21 44,000 SH   SOLE 44,000 0 0
HIGHLAND FLOATNG RATE OPPRT SHS BEN INT 43010E404 4,797 300,000 SH   SOLE 300,000 0 0
I AM CAP ACQUISITION CO *W EXP 05/22/202 45074Q116 17 38,947 SH   SOLE 38,947 0 0
IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 450047204 38,714 1,636,950 SH   SOLE 1,636,950 0 0
OASIS PETE INC NEW COM 674215108 1,964 242,500 SH   SOLE 242,500 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 42,681 716,127 SH   SOLE 716,127 0 0
PANGAEA LOGISTICS SOLUTION L SHS G6891L105 5,809 2,192,210 SH   SOLE 2,192,210 0 0
PARSLEY ENERGY INC CL A 701877102 826 28,500 SH   SOLE 28,500 0 0
PDC ENERGY INC COM 69327R101 755 15,400 SH   SOLE 15,400 0 0
PETROBRAS ARGENTINA S A SPONS ADR 71646J109 412 34,918 SH   SOLE 34,918 0 0
PIONEER NAT RES CO COM 723787107 842 4,900 SH   SOLE 4,900 0 0
PROPETRO HLDG CORP COM 74347M108 4,767 300,000 SH   SOLE 300,000 0 0
QEP RES INC COM 74733V100 862 88,100 SH   SOLE 88,100 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 34,061 983,000 SH   SOLE 983,000 0 0
RSP PERMIAN INC COM 74978Q105 1,017 21,700 SH   SOLE 21,700 0 0
SM ENERGY CO COM 78454L100 10,367 575,000 SH   SOLE 575,000 0 0
SMART SAND INC COM 83191H107 1,413 242,800 SH   SOLE 242,800 0 0
TRANSPORTADORA DE GAS SUR SPON ADR B 893870204 4,206 206,788 SH   SOLE 206,788 0 0
U S SILICA HLDGS INC COM 90346E103 5,006 196,143 SH   SOLE 196,143 0 0
UNION ACQUISITION CORP *W EXP 07/01/202 G9366W127 68 200,000 SH   SOLE 200,000 0 0
WPX ENERGY INC COM 98212B103 999 67,600 SH   SOLE 67,600 0 0