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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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CALLON PETE CO DEL COM 13123X508 53,292 902,025 SH   SOLE   902,025 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 7,327 907,960 SH   SOLE   907,960 0 0
DIAMONDBACK ENERGY INC COM 25278X109 140,806 1,027,184 SH   SOLE   1,027,184 0 0
HALLIBURTON CO COM 406216101 147,426 3,892,953 SH   SOLE   3,892,953 0 0
LAREDO PETROLEUM INC COM 516806205 2,554 32,275 SH   SOLE   32,275 0 0
MARATHON OIL CORP COM 565849106 27,716 1,103,779 SH   SOLE   1,103,779 0 0
OCCIDENTAL PETE CORP COM 674599105 153,820 2,710,967 SH   SOLE   2,710,967 0 0
OVINTIV INC COM 69047Q102 123,053 2,275,818 SH   SOLE   2,275,818 0 0
PATTERSON-UTI ENERGY INC COM 703481101 18,810 1,215,148 SH   SOLE   1,215,148 0 0
SM ENERGY CO COM 78454L100 88,170 2,263,678 SH   SOLE   2,263,678 0 0