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 $.01NEW 651718504 20,474 2,247,368 SH   SOLE   2,247,368 0 0
BP PLC-SPONS ADR SPONSORED ADR 055622104 11,492 293,835 SH   SOLE   293,835 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 10,773 560,488 SH   SOLE   560,488 0 0
DEVON ENERGY CORP NEW COM 25179M103 716 11,870 SH   SOLE   11,870 0 0
PETROLEO BRASILEIRO S.A. SPONSORED ADR 71654V408 17,171 2,857,000 SH   SOLE   2,857,000 0 0
SM ENERGY CO COM 78454L100 18,915 366,000 SH   SOLE   366,000 0 0
PETROLEO BRASILEIRO S.A SP ADR NON VTG 71654V101 5,481 900,000 SH   SOLE   900,000 0 0
COBALT INTL ENERGY INC COM 19075F106 2,823 300,000 SH   SOLE   300,000 0 0
DAWSON GEOPHYSICAL CO COM 239359102 752 176,000 SH   SOLE   176,000 0 0
DORIAN LPG LTD SHS USD Y2106R110 3,005 230,640 SH   SOLE   230,640 0 0
PIONEER NAT RES CO COM 723787107 16,351 100,000 SH   SOLE   100,000 0 0