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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

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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
CALLON PETE CO DEL COM 13123X508   20,064,000 600,000 SH   SOLE   600,000 0 0
DIAMOND OFFSHORE DRILLING INC COM 25271C201   6,501,600 540,000 SH   SOLE   540,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   20,789,146 153,800 SH   SOLE   153,800 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   9,455,400 515,000 SH   SOLE   515,000 0 0
KOSMOS ENERGY LTD COM 500688106   8,184,000 1,100,000 SH   SOLE   1,100,000 0 0
NOV INC COM 62955J103   6,478,500 350,000 SH   SOLE   350,000 0 0
PDC ENERGY INC COM 69327R101   19,254,000 300,000 SH   SOLE   300,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   21,735,000 2,070,000 SH   SOLE   2,070,000 0 0
TALOS ENERGY INC COM 87484T108   1,780,800 120,000 SH   SOLE   120,000 0 0
TECHNIPFMC PLC COM G87110105   12,558,000 920,000 SH   SOLE   920,000 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   16,321,250 275,000 SH   SOLE   275,000 0 0