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 |
BAKER HUGHES COMPANY | CL A | 05722G100 | 27,620 | 1,147,946 | SH | SOLE | 1,147,946 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167735 | 56,693 | 878,686 | SH | SOLE | 878,686 | 0 | 0 | ||
CIVITAS RESOURCES INC | COM NEW | 17888H103 | 65,138 | 1,330,155 | SH | SOLE | 1,330,155 | 0 | 0 | ||
DRIL-QUIP INC | COM | 262037104 | 838 | 42,556 | SH | SOLE | 42,556 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 5,146 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
HELMERICH & PAYNE INC | COM | 423452101 | 18,569 | 783,492 | SH | SOLE | 783,492 | 0 | 0 | ||
MRC GLOBAL INC | COM | 55345K103 | 2,064 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
NOW INC | COM | 67011P100 | 8,733 | 1,022,575 | SH | SOLE | 1,022,575 | 0 | 0 | ||
OCEANEERING INTL INC | COM | 675232102 | 37,320 | 3,299,713 | SH | SOLE | 3,299,713 | 0 | 0 | ||
PATTERSON-UTI ENERGY INC | COM | 703481101 | 12,391 | 1,466,353 | SH | SOLE | 1,466,353 | 0 | 0 | ||
PBF ENERGY INC | CL A | 69318G106 | 11 | 840 | SH | SOLE | 840 | 0 | 0 | ||
ROYAL DUTCH SHELL PLC | SPONS ADR A | 780259206 | 2,963 | 68,268 | SH | SOLE | 68,268 | 0 | 0 | ||
SELECT ENERGY SVCS INC | CL A COM | 81617J301 | 439 | 70,506 | SH | SOLE | 70,506 | 0 | 0 | ||
TALOS ENERGY INC | COM | 87484T108 | 38,045 | 3,882,131 | SH | SOLE | 3,882,131 | 0 | 0 | ||
TECHNIPFMC PLC | COM | G87110105 | 766 | 128,656 | SH | SOLE | 128,656 | 0 | 0 | ||
TENARIS S A | SPONSORED ADS | 88031M109 | 30,843 | 1,478,580 | SH | SOLE | 1,478,580 | 0 | 0 | ||
WHITING PETE CORP NEW | COM NEW | 966387508 | 64,939 | 1,004,006 | SH | SOLE | 1,004,006 | 0 | 0 |