The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| CIVITAS RESOURCES INC | COM NEW | 17888H103 | 89,484 | 1,498,647 | SH | SOLE | 1,498,647 | 0 | 0 | ||
| TALOS ENERGY INC | COM | 87484T108 | 70,316 | 4,453,205 | SH | SOLE | 4,453,205 | 0 | 0 | ||
| WHITING PETE CORP NEW | COM NEW | 966387508 | 90,224 | 1,106,906 | SH | SOLE | 1,106,906 | 0 | 0 | ||
| HELMERICH & PAYNE INC | COM | 423452101 | 59,984 | 1,402,154 | SH | SOLE | 1,402,154 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 64,836 | 745,244 | SH | SOLE | 745,244 | 0 | 0 | ||
| TENARIS S A | SPONSORED ADS | 88031M109 | 33,150 | 1,102,434 | SH | SOLE | 1,102,434 | 0 | 0 | ||
| OCEANEERING INTL INC | COM | 675232102 | 27,914 | 1,841,289 | SH | SOLE | 1,841,289 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 25,430 | 671,496 | SH | SOLE | 671,496 | 0 | 0 | ||
| PATTERSON-UTI ENERGY INC | COM | 703481101 | 17,907 | 1,156,760 | SH | SOLE | 1,156,760 | 0 | 0 | ||
| NOW INC | COM | 67011P100 | 11,776 | 1,067,603 | SH | SOLE | 1,067,603 | 0 | 0 | ||
| TARGA RES CORP | COM | 87612G101 | 2,301 | 30,491 | SH | SOLE | 30,491 | 0 | 0 | ||
| TC ENERGY CORP | COM | 87807B107 | 2,278 | 40,377 | SH | SOLE | 40,377 | 0 | 0 | ||
| LIBERTY OILFIELD SVCS INC | COM CL A | 53115L104 | 4,715 | 318,142 | SH | SOLE | 318,142 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 1,509 | 10,885 | SH | SOLE | 10,885 | 0 | 0 | ||
| EQUITRANS MIDSTREAM CORP | COM | 294600101 | 1,065 | 126,180 | SH | SOLE | 126,180 | 0 | 0 | ||
| PEMBINA PIPELINE CORP | COM | 706327103 | 1,019 | 27,108 | SH | SOLE | 27,108 | 0 | 0 | ||
| DELEK US HLDGS INC NEW | COM | 24665A103 | 1,061 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SELECT ENERGY SVCS INC | CL A COM | 81617J301 | 584 | 68,185 | SH | SOLE | 68,185 | 0 | 0 | ||
| TECHNIPFMC PLC | COM | G87110105 | 140 | 18,025 | SH | SOLE | 18,025 | 0 | 0 | ||