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 RES INC COM PAR $.01NEW 651718504 2,381 945,017 SH   SOLE   945,017 0 0
NATURAL GAS SVCS GROUP INC COM 63886Q109 2,106 209,727 SH   SOLE   209,727 0 0
SM ENERGY CO COM 78454L100 9,030 240,108 SH   SOLE   240,108 0 0
PDC ENERGY INC COM 69327R101 8,999 155,727 SH   SOLE   155,727 0 0
DEVON ENERGY CORP COM 25179M103 1,203 20,000 SH   SOLE   20,000 0 0
NOBLE CORP NEW ORD SHS A G65431127 10,127 342,343 SH   SOLE   342,343 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 9,574 70,000 SH   SOLE   70,000 0 0
VALARIS LIMITED CL A G9460G101 10,522 215,000 SH   SOLE   215,000 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 1,705 47,500 SH   SOLE   47,500 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 5,733 108,000 SH   SOLE   108,000 0 0
ANTERO RESOURCES CORP COM 03674X106 4,427 145,000 SH   SOLE   145,000 0 0
TECHNIP ENERGIES ADR - SPON COM 87854Y109 1,133 101,000 SH   SOLE   101,000 0 0