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
NEWPARK RES INC COM PAR $.01NEW 651718504 3,825 1,045,017 SH   SOLE   1,045,017 0 0
NATURAL GAS SVCS GROUP INC COM 63886Q109 4,387 368,320 SH   SOLE   368,320 0 0
SM ENERGY CO COM 78454L100 7,054 181,108 SH   SOLE   181,108 0 0
PDC ENERGY INC COM 69327R101 6,231 85,727 SH   SOLE   85,727 0 0
COTERRA ENERGY INC COM 127097103 6,743 250,000 SH   SOLE   250,000 0 0
DEVON ENERGY CORP COM 25179M103 8,870 150,000 SH   SOLE   150,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 4,001 155,000 SH   SOLE   155,000 0 0
NOBLE CORP NEW SHS G6610J209 11,298 322,343 SH   SOLE   322,343 0 0
OASIS PETROLEUM INC COM NEW 674215207 7,315 50,000 SH   SOLE   50,000 0 0
VALARIS LIMITED CL A G9460G101 9,874 190,000 SH   SOLE   190,000 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 1,441 21,752 SH   SOLE   21,752 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 5,082 123,000 SH   SOLE   123,000 0 0