The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ARCH RESOURCES INC | CL A | 03940R107 | 6,173 | 52,047 | SH | SOLE | 52,047 | 0 | 0 | ||
| FLUOR CORP NEW | COM | 343412102 | 10,374 | 416,783 | SH | SOLE | 416,783 | 0 | 0 | ||
| PEABODY ENERGY CORP | COM | 704551100 | 7,758 | 312,556 | SH | SOLE | 312,556 | 0 | 0 | ||
| TRANSOCEAN LTD | REG SHS | H8817H100 | 14,928 | 6,043,633 | SH | SOLE | 6,043,633 | 0 | 0 | ||
| VALERO ENERGY CORP | COM | 91913Y100 | 5,871 | 54,950 | SH | SOLE | 54,950 | 0 | 0 | ||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 11,035 | 457,497 | SH | SOLE | 457,497 | 0 | 0 | ||