The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| BAYTEX ENERGY CORP | COM | 07317Q105 | 7,363,711 | 2,256,500 | SH | SOLE | 2,256,500 | 0 | 0 | |||
| CALLON PETE CO DEL | COM | 13123X508 | 10,696,350 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | |||
| DIAMOND OFFSHORE DRILLING INC | COM | 25271C201 | 15,379,200 | 1,080,000 | SH | SOLE | 1,080,000 | 0 | 0 | |||
| EQT CORP | COM | 26884L109 | 5,552,550 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | |||
| EXPRO GROUP HOLDINGS NV | COM | N3144W105 | 11,836,960 | 668,000 | SH | SOLE | 668,000 | 0 | 0 | |||
| KOSMOS ENERGY LTD | COM | 500688106 | 17,191,300 | 2,870,000 | SH | SOLE | 2,870,000 | 0 | 0 | |||
| MURPHY OIL CORP | COM | 626717102 | 16,047,700 | 419,000 | SH | SOLE | 419,000 | 0 | 0 | |||
| NABORS INDUSTRIES LTD | SHS | G6359F137 | 13,871,796 | 149,111 | SH | SOLE | 149,111 | 0 | 0 | |||
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | 20,933,600 | 1,910,000 | SH | SOLE | 1,910,000 | 0 | 0 | |||
| TECHNIPFMC PLC | COM | G87110105 | 14,958,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | |||
| WEATHERFORD INTL PLC | ORD SHS | G48833118 | 11,224,980 | 169,000 | SH | SOLE | 169,000 | 0 | 0 | |||