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 21,795 952,976 SH   SOLE   21,795 0 0
BONANZA CREEK ENERGY COM NEW 097793400 56,475 1,199,801 SH   SOLE   56,475 0 0
CALLAWAY GOLF CO COM 131193104 1,548 45,890 SH   SOLE   1,548 0 0
CENTURY ALUM CO COM 156431108 3,867 300,000 SH   SOLE   3,867 0 0
DENBURY INC COM 24790A101 10,944 142,543 SH   SOLE   10,944 0 0
HELMERICH & PAYNE INC COM 423452101 4,596 140,849 SH   SOLE   4,596 0 0
MARATHON OIL CORP COM 565849106 10,215 750,000 SH   SOLE   10,215 0 0
NEWPARK RES INC COM PAR $.01NEW 651718504 4,466 1,290,876 SH   SOLE   4,466 0 0
NOW INC COM 67011P100 4,145 436,782 SH   SOLE   4,145 0 0
OCEANEERING INTL INC COM 675232102 24,520 1,574,812 SH   SOLE   24,520 0 0
SCHLUMBERGER LTD COM STK 806857108 1,601 50,000 SH   SOLE   1,601 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 2,567 425,000 SH   SOLE   2,567 0 0
TALOS ENERGY INC COM 87484T108 22,484 1,437,621 SH   SOLE   22,482 0 0
TECHNIPFMC PLC COM G87110105 11,478 1,268,275 SH   SOLE   11,478 0 0
TENARIS S A SPONSORED ADS 88031M109 15,814 722,116 SH   SOLE   15,814 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189H607 547 2,500 SH   SOLE   547 0 0
WHITING PETE CORP NEW COM NEW 966387508 55,652 1,020,206 SH   SOLE   55,652 0 0