The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| KOSMOS ENERGY LTD | COM | 500688106 | 11,407,000 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | |||
| SM ENERGY CO | COM | 78454L100 | 13,556,182 | 350,108 | SH | SOLE | 350,108 | 0 | 0 | |||
| TENARIS S A | SPONSORED ADS | 88031M109 | 3,312,628 | 95,300 | SH | SOLE | 95,300 | 0 | 0 | |||
| NOBLE CORP NEW | ORD SHS A | G65431127 | 12,297,319 | 255,343 | SH | SOLE | 255,343 | 0 | 0 | |||
| CHORD ENERGY CORPORATION | COM NEW | 674215207 | 11,636,100 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| VALARIS LIMITED | CL A | G9460G101 | 10,971,200 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 4,123,000 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | |||
| ANTERO RESOURCES CORP | COM | 03674X106 | 6,804,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | 3,400,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| SEADRILL 2021 LTD | COM | G7997W102 | 1,891,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| USA COMPRESSION PARTNERS LP | COM | 90290N959 | 5,015,751 | 219,700 | SH | Put | SOLE | 0 | 0 | 0 | ||