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

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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
NEWPARK RES INC COM PAR $.01NEW 651718504   3,921,821 945,017 SH   SOLE   945,017 0 0
SM ENERGY CO COM 78454L100   8,362,962 240,108 SH   SOLE   240,108 0 0
PDC ENERGY INC COM 69327R101   9,885,550 155,727 SH   SOLE   155,727 0 0
NOBLE CORP NEW ORD SHS A G65431127   12,909,755 342,343 SH   SOLE   342,343 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   9,576,700 70,000 SH   SOLE   70,000 0 0
VALARIS LIMITED CL A G9460G101   11,495,400 170,000 SH   SOLE   170,000 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   6,563,700 170,000 SH   SOLE   170,000 0 0
ANTERO RESOURCES CORP COM 03674X106   4,493,550 145,000 SH   SOLE   145,000 0 0
TECHNIP ENERGIES ADR - SPON COM 87854Y109   1,579,640 101,000 SH   SOLE   101,000 0 0