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 5,000 1,445,017 SH   SOLE   1,445,017 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 4,534 441,010 SH   SOLE   441,010 0 0
SM ENERGY CO COM 78454L100 4,338 176,108 SH   SOLE   176,108 0 0
PDC ENERGY INC COM 69327R101 6,902 150,727 SH   SOLE   150,727 0 0
PIONEER NAT RES CO COM 723787107 650 4,000 SH   SOLE   4,000 0 0
TECHNIPFMC PLC COM G87110105 45 5,000 SH   SOLE   5,000 0 0
DEVON ENERGY CORP COM 25179M103 8,767 300,356 SH   SOLE   300,356 0 0
WHITING PETROLEUM CORP COM 966387508 1,909 35,000 SH   SOLE   35,000 0 0
NOBLE CORP NEW SHS G6610J209 8,713 352,342 SH   SOLE   352,342 0 0
OASIS PETROLEUM INC COM 674215207 10,623 105,648 SH   SOLE   105,648 0 0
VALARIS LIMITED CL A G9460G101 5,776 200,000 SH   SOLE   200,000 0 0
BROOKFIELD INFRASTRUCTURE PA LP INT UNIT G16252101 4,611 83,000 SH   SOLE   83,000 0 0
BROOKFIELD RENEWABLE COR-A CL A SUB VTG 11284V105 1,678 40,000 SH   SOLE   40,000 0 0