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

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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
NEWPARK RESOURCES INC COM PAR $.01 NEW 651718504 34,949 2,809,368 SH   SOLE   2,809,368 0 0
BP PLC-SPONS ADR SPONSORED ADR 055622104 18,939 430,927 SH   SOLE   430,927 0 0
DENBURY RESOURCES INC COM NEW 247916208 15,580 1,036,574 SH   SOLE   1,036,574 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 11,835 491,688 SH   SOLE   491,688 0 0
DEVON ENERGY CORP NEW COM 25179m103 23,309 341,870 SH   SOLE   341,870 0 0
Petroleo Brasileiro S.A. SPONSORED ADR 71654v408 35,830 2,525,000 SH   SOLE   2,525,000 0 0
SM Energy Co COM 78454L100 26,598 341,000 SH   SOLE   341,000 0 0