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
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 5,897 34,844 SH   SOLE   34,844 0 0
BANK AMER CORP COM 060505104 263,890 8,939,379 SH   SOLE   8,939,379 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 10,471 538,610 SH   SOLE   538,610 0 0
CALLON PETE CO DEL COM 13123X102 15,817 1,301,779 SH   SOLE   1,301,779 0 0
CISCO SYS INC COM 17275R102 59,104 1,543,180 SH   SOLE   1,543,180 0 0
CIT GROUP INC COM NEW 125581801 7,887 160,200 SH   SOLE   160,200 0 0
CITIGROUP INC COM NEW 172967424 44,786 601,883 SH   SOLE   601,883 0 0
CORE LABORATORIES N V COM N22717107 6,550 59,790 SH   SOLE   59,790 0 0
EOG RES INC COM 26875P101 66,329 614,668 SH   SOLE   614,668 0 0
HALLIBURTON CO COM 406216101 42,551 870,707 SH   SOLE   870,707 0 0
JPMORGAN CHASE & CO COM 46625H100 103,269 965,677 SH   SOLE   965,677 0 0
NATIONAL OILWELL VARCO INC COM 637071101 8,695 241,398 SH   SOLE   241,398 0 0
NORDIC AMERICAN TANKERS LIMI COM G65773106 5,768 2,344,832 SH   SOLE   2,344,832 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 11,539 171,511 SH   SOLE   171,511 0 0
PARSLEY ENERGY INC CL A 701877102 17,903 608,107 SH   SOLE   608,107 0 0
PATTERSON UTI ENERGY INC COM 703481101 7,899 343,271 SH   SOLE   343,271 0 0
PIONEER NAT RES CO COM 723787107 18,236 105,500 SH   SOLE   105,500 0 0
RPC INC COM 749660106 2,057 80,570 SH   SOLE   80,570 0 0
RSP PERMIAN INC COM 74978Q105 18,193 447,228 SH   SOLE   447,228 0 0
SALESFORCE COM INC COM 79466L302 23,368 228,579 SH   SOLE   228,579 0 0
SCHLUMBERGER LTD COM 806857108 65,251 968,262 SH   SOLE   968,262 0 0
Social Capital Hedosophia Holdings Corp UNIT 99/99/9999 G8250R111 3,710 350,000 PRN   SOLE   350,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 9,728 165,300 SH   SOLE   165,300 0 0
TIME WARNER INC COM NEW 887317303 44,272 484,009 SH   SOLE   484,009 0 0
TWITTER INC COM 90184L102 80,863 3,367,882 SH   SOLE   3,367,882 0 0
U S SILICA HLDGS INC COM 90346E103 6,950 213,463 SH   SOLE   213,463 0 0
ULTRA PETROLEUM CORP COM NEW 903914208 11,659 1,286,877 SH   SOLE   1,286,877 0 0
WELLS FARGO CO NEW COM 949746101 59,457 980,000 SH   SOLE   980,000 0 0
ZIONS BANCORPORATION COM 989701107 18,697 367,829 SH   SOLE   367,829 0 0