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 27,620 1,147,946 SH   SOLE   1,147,946 0 0
CHESAPEAKE ENERGY CORP COM 165167735 56,693 878,686 SH   SOLE   878,686 0 0
CIVITAS RESOURCES INC COM NEW 17888H103 65,138 1,330,155 SH   SOLE   1,330,155 0 0
DRIL-QUIP INC COM 262037104 838 42,556 SH   SOLE   42,556 0 0
HALLIBURTON CO COM 406216101 5,146 225,000 SH   SOLE   225,000 0 0
HELMERICH & PAYNE INC COM 423452101 18,569 783,492 SH   SOLE   783,492 0 0
MRC GLOBAL INC COM 55345K103 2,064 300,000 SH   SOLE   300,000 0 0
NOW INC COM 67011P100 8,733 1,022,575 SH   SOLE   1,022,575 0 0
OCEANEERING INTL INC COM 675232102 37,320 3,299,713 SH   SOLE   3,299,713 0 0
PATTERSON-UTI ENERGY INC COM 703481101 12,391 1,466,353 SH   SOLE   1,466,353 0 0
PBF ENERGY INC CL A 69318G106 11 840 SH   SOLE   840 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 2,963 68,268 SH   SOLE   68,268 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 439 70,506 SH   SOLE   70,506 0 0
TALOS ENERGY INC COM 87484T108 38,045 3,882,131 SH   SOLE   3,882,131 0 0
TECHNIPFMC PLC COM G87110105 766 128,656 SH   SOLE   128,656 0 0
TENARIS S A SPONSORED ADS 88031M109 30,843 1,478,580 SH   SOLE   1,478,580 0 0
WHITING PETE CORP NEW COM NEW 966387508 64,939 1,004,006 SH   SOLE   1,004,006 0 0