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 |
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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 |
KOSMOS ENERGY LTD | COM | 500688106 | 11,920,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
SM ENERGY CO | COM | 78454L100 | 15,957,384 | 320,108 | SH | SOLE | 320,108 | 0 | 0 | ||
TENARIS S A | SPONSORED ADS | 88031M109 | 3,742,431 | 95,300 | SH | SOLE | 95,300 | 0 | 0 | ||
NOBLE CORP NEW | ORD SHS A | G65431127 | 12,381,582 | 255,343 | SH | SOLE | 255,343 | 0 | 0 | ||
CHORD ENERGY CORPORATION | COM NEW | 674215207 | 12,476,800 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
VALARIS LIMITED | CL A | G9460G101 | 10,160,100 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 7,178,250 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
ANTERO RESOURCES CORP | COM | 03674X106 | 8,700,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 |