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 |
| APA CORPORATION | COM | 03743Q108 | 3,490 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 2,512 | 18,885 | SH | SOLE | 18,885 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 72,982 | 899,897 | SH | SOLE | 899,897 | 0 | 0 | ||
| CIVITAS RESOURCES INC | COM NEW | 17888H103 | 72,064 | 1,378,152 | SH | SOLE | 1,378,152 | 0 | 0 | ||
| DELEK US HLDGS INC NEW | COM | 24665A103 | 24,614 | 952,538 | SH | SOLE | 952,538 | 0 | 0 | ||
| EQUITRANS MIDSTREAM CORP | COM | 294600101 | 1,018 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 26,339 | 839,890 | SH | SOLE | 839,890 | 0 | 0 | ||
| HELMERICH & PAYNE INC | COM | 423452101 | 35,709 | 829,294 | SH | SOLE | 829,294 | 0 | 0 | ||
| LIBERTY ENERGY INC | COM CL A | 53115L104 | 15,829 | 1,240,523 | SH | SOLE | 1,240,523 | 0 | 0 | ||
| NOW INC | COM | 67011P100 | 15,828 | 1,618,425 | SH | SOLE | 1,618,425 | 0 | 0 | ||
| OASIS PETROLEUM INC | COM NEW | 674215207 | 11,433 | 93,979 | SH | SOLE | 93,979 | 0 | 0 | ||
| OCEANEERING INTL INC | COM | 675232102 | 36,274 | 3,396,485 | SH | SOLE | 3,396,485 | 0 | 0 | ||
| PEMBINA PIPELINE CORP | COM | 706327103 | 958 | 27,108 | SH | SOLE | 27,108 | 0 | 0 | ||
| PROFRAC HLDG CORP | CLASS A COM | 74319N100 | 5,565 | 303,908 | SH | SOLE | 303,908 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 25,898 | 724,228 | SH | SOLE | 724,228 | 0 | 0 | ||
| SELECT ENERGY SVCS INC | CL A COM | 81617J301 | 461 | 67,545 | SH | SOLE | 67,545 | 0 | 0 | ||
| TALOS ENERGY INC | COM | 87484T108 | 64,068 | 4,141,414 | SH | SOLE | 4,141,414 | 0 | 0 | ||
| TARGA RES CORP | COM | 87612G101 | 5,914 | 99,110 | SH | SOLE | 99,110 | 0 | 0 | ||
| TC ENERGY CORP | COM | 87807B107 | 2,092 | 40,377 | SH | SOLE | 40,377 | 0 | 0 | ||
| TENARIS S A | SPONSORED ADS | 88031M109 | 289 | 11,240 | SH | SOLE | 11,240 | 0 | 0 | ||
| WHITING PETE CORP NEW | COM NEW | 966387508 | 69,015 | 1,014,480 | SH | SOLE | 1,014,480 | 0 | 0 | ||
| NOBLE CORP NEW | SHS | G6610J209 | 4,152 | 163,800 | SH | SOLE | 163,800 | 0 | 0 | ||
| TECHNIPFMC PLC | COM | G87110105 | 4,719 | 701,171 | SH | SOLE | 701,171 | 0 | 0 | ||