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
WHITING PETE CORP NEW COM NEW 966387508 60,997 1,044,284 SH   SOLE   1,044,284 0 0
OCEANEERING INTL INC COM 675232102 31,099 2,334,769 SH   SOLE   2,334,769 0 0
BAKER HUGHES COMPANY CL A 05722G100 30,921 1,250,353 SH   SOLE   1,250,353 0 0
TALOS ENERGY INC COM 87484T108 27,845 2,022,133 SH   SOLE   2,022,133 0 0
CHESAPEAKE ENERGY CORP COM 165167735 21,926 356,000 SH   SOLE   356,000 0 0
TECHNIPFMC PLC COM G87110105 19,845 2,635,397 SH   SOLE   2,635,397 0 0
TENARIS S A SPONSORED ADS 88031M109 8,172 387,115 SH   SOLE   387,115 0 0
SCHLUMBERGER LTD COM STK 806857108 7,588 256,000 SH   SOLE   256,000 0 0
NOW INC COM 67011P100 5,535 723,517 SH   SOLE   723,517 0 0
CALLAWAY GOLF CO COM 131193104 1,268 45,890 SH   SOLE   45,890 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 1,596 307,452 SH   SOLE   307,452 0 0
HELMERICH & PAYNE INC COM 423452101 1,120 40,849 SH   SOLE   40,849 0 0
NOV INC COM 62955J103 656 50,000 SH   SOLE   50,000 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 61,415 1,282,151 SH   SOLE   1,282,151 0 0