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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

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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
DIAMOND OFFSHORE DRILLING IN COM 25271C201   1,284,500 87,500 SH   SOLE   87,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,428,768 9,225 SH   SOLE   9,225 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500   625,920 16,000 SH   SOLE   16,000 0 0
ESS TECH INC COMMON STOCK 26916J106   20,680 11,000 SH   SOLE   11,000 0 0
IVANHOE ELECTRIC INC COM 46578C108   734,825 61,750 SH   SOLE   61,750 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   1,595,628 114,300 SH   SOLE   114,300 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   610,750 91,293 SH   SOLE   91,293 0 0
TALOS ENERGY INC COM 87484T108   731,580 44,500 SH   SOLE   44,500 0 0
VALARIS LTD CL A G9460G101   937,250 12,500 SH   SOLE   12,500 0 0