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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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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   11,920,000 2,000,000 SH   SOLE   2,000,000 0 0
SM ENERGY CO COM 78454L100   15,957,384 320,108 SH   SOLE   320,108 0 0
TENARIS S A SPONSORED ADS 88031M109   3,742,431 95,300 SH   SOLE   95,300 0 0
NOBLE CORP NEW ORD SHS A G65431127   12,381,582 255,343 SH   SOLE   255,343 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   12,476,800 70,000 SH   SOLE   70,000 0 0
VALARIS LIMITED CL A G9460G101   10,160,100 135,000 SH   SOLE   135,000 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   7,178,250 255,000 SH   SOLE   255,000 0 0
ANTERO RESOURCES CORP COM 03674X106   8,700,000 300,000 SH   SOLE   300,000 0 0