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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
OMB APPROVAL
OMB Number: 3235-0006
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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   1,894,265 492,017 SH   SOLE   492,017 0 0
SM ENERGY CO COM 78454L100   10,563,041 375,108 SH   SOLE   375,108 0 0
PDC ENERGY INC COM 69327R101   10,636,359 165,727 SH   SOLE   165,727 0 0
NOBLE CORP NEW ORD SHS A G65431127   11,065,138 280,343 SH   SOLE   280,343 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   10,768,000 80,000 SH   SOLE   80,000 0 0
VALARIS LIMITED CL A G9460G101   10,084,300 155,000 SH   SOLE   155,000 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   6,089,200 130,000 SH   SOLE   130,000 0 0
ANTERO RESOURCES CORP COM 03674X106   2,770,800 120,000 SH   SOLE   120,000 0 0
TECHNIP ENERGIES ADR - SPON COM 87854Y109   2,138,170 101,000 SH   SOLE   101,000 0 0
COTERRA ENERGY INC COM 127097103   2,944,800 120,000 SH   SOLE   120,000 0 0