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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| APA CORPORATION | COM | 03743Q108 | 9,336,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 18,875,640 | 138,000 | SH | SOLE | 138,000 | 0 | 0 | |||
| KOSMOS ENERGY LTD | COM | 500688106 | 8,904,000 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | |||
| NEXTIER OILFIELD SOLUTIONS | COM | 65290C105 | 5,266,800 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | |||
| OBSIDIAN ENERGY LTD | COM | 674482203 | 3,843,554 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | |||
| PDC ENERGY INC | COM | 69327R101 | 9,599,001 | 151,213 | SH | SOLE | 151,213 | 0 | 0 | |||
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | 19,364,000 | 2,060,000 | SH | SOLE | 2,060,000 | 0 | 0 | |||
| SELECT ENERGY SVCS INC | CL A COM | 81617J301 | 9,320,517 | 1,008,714 | SH | SOLE | 1,008,714 | 0 | 0 | |||
| TECHNIPFMC PLC | COM | G87110105 | 17,309,800 | 1,420,000 | SH | SOLE | 1,420,000 | 0 | 0 | |||
| WEATHERFORD INTL PLC | ORD SHS | G48833118 | 17,462,505 | 342,940 | SH | SOLE | 342,940 | 0 | 0 | |||