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 5,429 1,645,017 SH   SOLE   1,645,017 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 4,578 441,010 SH   SOLE   441,010 0 0
SM ENERGY CO COM 78454L100 4,646 176,108 SH   SOLE   176,108 0 0
PDC ENERGY INC COM 69327R101 7,143 150,727 SH   SOLE   150,727 0 0
CABOT OIL & GAS CORP COM 127097103 4,352 200,000 SH   SOLE   200,000 0 0
DEVON ENERGY CORP COM 25179M103 9,778 275,356 SH   SOLE   275,356 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,731 80,000 SH   SOLE   80,000 0 0
NOBLE CORP NEW SHS G6610J209 9,534 352,343 SH   SOLE   352,343 0 0
OASIS PETROLEUM INC COM 674215207 9,942 100,000 SH   SOLE   100,000 0 0
VALARIS LIMITED CL A G9460G101 6,976 200,000 SH   SOLE   200,000 0 0
BROOKFIELD INFRASTRUCTURE PA LP INT UNIT G16252101 370 6,600 SH   SOLE   6,600 0 0
ENBRIDGE INC COM 29250N105 35,820 9,000 SH Put SOLE   9,000 0 0