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
BAKER HUGHES COMPANY CL A 05722G100 11,889 550,147 SH   SOLE   550,147 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 39,370 1,101,867 SH   SOLE   1,101,867 0 0
DENBURY INC COM 24790A101 55,575 1,160,474 SH   SOLE   1,160,474 0 0
OCEANEERING INTL INC COM 675232102 26,277 2,300,929 SH   SOLE   2,300,929 0 0
WHITING PETE CORP NEW COM NEW 966387508 38,925 1,098,022 SH   SOLE   1,098,022 0 0
NEWPARK RES INC CMN COM PAR $.01NEW 651718504 1,868 594,976 SH   SOLE   594,976 0 0
RPC INC CMN COM 749660106 1,575 291,697 SH   SOLE   291,697 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 1,370 275,000 SH   SOLE   275,000 0 0
CALLAWAY GOLF CO COM 131193104 2,431 90,890 SH   SOLE   90,890 0 0
FRANKS INTL N V COM N33462107 198 55,770 SH   SOLE   55,770 0 0
NOW INC COM 67011P100 505 50,000 SH   SOLE   50,000 0 0
TENARIS S A SPONSORED ADS 88031M909 13,691 603,416 SH   SOLE   603,416 0 0