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
AECOM COM 00766T100 680 13,663 SH   SOLE   13,663 0 0
BAKER HUGHES COMPANY CL A 05722G100 8,652 414,966 SH   SOLE   414,966 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 3,750 193,993 SH   SOLE   193,993 0 0
CONOCOPHILLIPS COM 20825C104 4,359 109,000 SH   SOLE   109,000 0 0
DENBURY INC COM 24790A101 28,241 1,099,304 SH   SOLE   1,099,304 0 0
FLUOR CORP NEW COM 343412102 14,852 930,000 SH   SOLE   930,000 0 0
HELMERICH & PAYNE INC COM 423452101 215 9,271 SH   SOLE   9,271 0 0
HOLLYFRONTIER CORP COM 436106108 4,239 164,000 SH   SOLE   164,000 0 0
JACOBS ENGR GROUP INC COM 469814107 2,059 18,893 SH   SOLE   18,893 0 0
NATIONAL OILWELL VARCO INC COM 637071101 18,453 1,344,000 SH   SOLE   430,315 0 0
OCEANEERING INTL INC COM 675232102 14,413 1,812,948 SH   SOLE   1,812,948 0 0
PROPETRO HLDG CORP COM 74347M108 1,026 138,774 SH   SOLE   138,774 0 0
RUSH STREET INTERACTIVE INC COM 782011100 1,624 75,000 SH   SOLE   75,000 0 0
TECHNIPFMC PLC COM G87110105 91 9,700 SH   SOLE   9,700 0 0
VALERO ENERGY CORP COM 91913Y100 10,465 185,000 SH   SOLE   185,000 0 0
WHITING PETE CORP NEW COM NEW 966387508 27,043 1,081,728 SH   SOLE   1,081,728 0 0