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 |
| CHORD ENERGY CORPORATION | COM NEW | 674215207 | 96,539 | 705,848 | SH | SOLE | 705,848 | 0 | 0 | ||
| CIVITAS RESOURCES INC | COM NEW | 17888H103 | 84,678 | 1,475,477 | SH | SOLE | 1,475,477 | 0 | 0 | ||
| TALOS ENERGY INC | COM | 87484T108 | 66,239 | 3,978,309 | SH | SOLE | 3,978,309 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 58,104 | 1,618,503 | SH | SOLE | 1,618,503 | 0 | 0 | ||
| OCEANEERING INTL INC | COM | 675232102 | 37,098 | 4,660,581 | SH | SOLE | 4,660,581 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 34,192 | 1,388,787 | SH | SOLE | 1,388,787 | 0 | 0 | ||
| NOBLE CORP NEW | ORD SHS A | G65431127 | 25,238 | 853,220 | SH | SOLE | 853,220 | 0 | 0 | ||
| LIBERTY ENERGY INC | COM CL A | 53115L104 | 14,781 | 1,165,695 | SH | SOLE | 1,165,695 | 0 | 0 | ||
| NOW INC | COM | 67011P100 | 14,683 | 1,461,009 | SH | SOLE | 1,461,009 | 0 | 0 | ||
| VALARIS LIMITED | CL A | G9460G101 | 11,333 | 231,572 | SH | SOLE | 231,572 | 0 | 0 | ||
| APA CORPORATION | COM | 03743Q108 | 10,257 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| UNITED STS OIL FD LP | UNITS | 91232N207 | 6,776 | 103,802 | SH | SOLE | 103,802 | 0 | 0 | ||
| TARGA RES CORP | COM | 87612G101 | 4,948 | 81,995 | SH | SOLE | 81,995 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 3,581 | 21,585 | SH | SOLE | 21,585 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 2,913 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| PROFRAC HLDG CORP | CLASS A COM | 74319N100 | 2,862 | 188,139 | SH | SOLE | 188,139 | 0 | 0 | ||
| HELIX ENERGY SOLUTIONS GRP I | COM | 42330P107 | 1,943 | 503,292 | SH | SOLE | 503,292 | 0 | 0 | ||
| TC ENERGY CORP | COM | 87807B107 | 821 | 20,377 | SH | SOLE | 20,377 | 0 | 0 | ||
| PEMBINA PIPELINE CORP | COM | 706327103 | 520 | 17,108 | SH | SOLE | 17,108 | 0 | 0 | ||
| HELMERICH & PAYNE INC | COM | 423452101 | 512 | 13,847 | SH | SOLE | 13,847 | 0 | 0 | ||
| SELECT ENERGY SVCS INC | CL A COM | 81617J301 | 486 | 69,669 | SH | SOLE | 69,669 | 0 | 0 | ||
| ANTERO MIDSTREAM CORP | COM | 03676B102 | 459 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||