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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
Estimated average burden
hours per response: 23.8
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
ANTERO RESOURCES CORP COM 03674X106   11,430,550 350,308 SH   SOLE   350,308 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   30,578,523 443,167 SH   SOLE   443,167 0 0
DIAMOND OFFSHORE DRILLING INC COM 25271C201   22,135,768 1,429,036 SH   SOLE   1,429,036 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   25,130,267 1,096,434 SH   SOLE   1,096,434 0 0
GE VERNOVA INC COM 36828A101   12,793,445 74,593 SH   SOLE   74,593 0 0
NEXTDECADE CORP COM 65342K105   7,956,626 1,002,094 SH   SOLE   1,002,094 0 0
PATTERSON-UTI ENERGY INC COM 703481101   15,767,941 1,522,002 SH   SOLE   1,522,002 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   39,530,323 2,447,698 SH   SOLE   2,447,698 0 0
SCHLUMBERGER LTD COM STK 806857108   21,142,962 448,134 SH   SOLE   448,134 0 0
SELECT WATER SOLUTIONS INC CL A COM 81617J301   22,235,510 2,078,085 SH   SOLE   2,078,085 0 0
TECHNIPFMC PLC COM G87110105   29,491,499 1,127,782 SH   SOLE   1,127,782 0 0
TIDEWATER INC NEW COM 88642R109   8,135,980 85,453 SH   SOLE   85,453 0 0
VEREN INC COM NEW 92340V107   39,106,235 4,957,866 SH   SOLE   4,957,866 0 0
VISTA ENERGY SAB DE CV SPONSORED ADS 92837L109   9,170,724 201,643 SH   SOLE   201,643 0 0