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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BARRICK GOLD CORP | COM | 067901108 | 4,921,050 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | |||
| CANADIAN NAT RES LTD | COM | 136385101 | 5,867,100 | 106,000 | SH | SOLE | 106,000 | 0 | 0 | |||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 5,487,902 | 40,600 | SH | Call | SOLE | 40,600 | 0 | 0 | ||
| ERO COPPER CORP | COM | 296006109 | 4,410,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| FRONTLINE PLC | COM | M46528101 | 3,312,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| HELIX ENERGY SOLUTIONS GRP I | COM | 42330P107 | 3,870,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 2,917,600 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 6,418,600 | 20,000 | SH | Put | SOLE | 20,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 8,028,000 | 45,000 | SH | Put | SOLE | 45,000 | 0 | 0 | ||
| KOSMOS ENERGY LTD | COM | 500688106 | 9,313,355 | 1,251,795 | SH | SOLE | 1,251,795 | 0 | 0 | |||
| METHANEX CORP | COM | 59151K108 | 2,556,079 | 54,934 | SH | SOLE | 54,934 | 0 | 0 | |||
| NATIONAL ENERGY SERVICES REU | SHS | G6375R107 | 1,472,800 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | |||
| NOBLE CORP PLC | ORD SHS A | G65431127 | 1,973,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| PIEDMONT LITHIUM INC | COM | 72016P105 | 3,002,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| RIO TINTO PLC | SPONSORED ADR | 767204100 | 3,430,000 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | ||
| ROYAL GOLD INC | COM | 780287108 | 2,594,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| SCHLUMBERGER LTD | COM STK | 806857108 | 4,910,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| STAR BULK CARRIERS CORP. | SHS PAR | Y8162K204 | 2,112,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| TEEKAY TANKERS LTD | CL A | Y8565N300 | 4,293,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| TIDEWATER INC NEW | COM | 88642R109 | 8,485,400 | 192,500 | SH | SOLE | 192,500 | 0 | 0 | |||
| TORM PLC | SHS CL A | G89479102 | 888,668 | 28,547 | SH | SOLE | 28,547 | 0 | 0 | |||
| UNITED STS OIL FD LP | UNITS | 91232N207 | 3,322,000 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | ||
| VALE S A | SPONSORED ADS | 91912E105 | 5,049,600 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | |||
| WEATHERFORD INTL PLC | ORD SHS | G48833118 | 7,120,635 | 119,977 | SH | SOLE | 119,977 | 0 | 0 | |||