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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARCH RESOURCES INC CL A 03940R107 BBG00DZB5DD0 5,089,464 35,643 SH   SOLE   35,643 0 0
CONSOL ENERGY INC NEW COM 20854L108 BBG00HC115M9 247,000 3,800 SH   SOLE   3,800 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 7,358,329 217,509 SH   SOLE   217,509 0 0
FLUOR CORP NEW COM 343412102 BBG001S5Q738 9,892,727 285,422 SH   SOLE   285,422 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 12,451,820 103,472 SH   SOLE   103,472 0 0
NOBLE CORP PLC ORD SHS A G65431127 BBG018KBK3H7 4,388,765 116,382 SH   SOLE   116,382 0 0
PEABODY ENERGY CORP COM 704551100 BBG00GBV89J5 14,837,868 561,615 SH   SOLE   561,615 0 0
SCORPIO TANKERS INC SHS Y7542C130 BBG001T6B9Q2 6,581,448 122,400 SH   SOLE   122,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,959,571 5,124 SH   SOLE   5,124 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 3,059,440 8,000 SH Put SOLE   0 0 0
TRANSOCEAN LTD REG SHS H8817H100 BBG001S7B678 19,328,477 4,238,701 SH   SOLE   4,238,701 0 0
WEATHERFORD INTL PLC ORD SHS G48833118 BBG00R4SQJS4 18,322,289 359,825 SH   SOLE   359,825 0 0