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 |
NEWPARK RESOURCES INC | COM PAR $.01NEW | 651718504 | 29,962 | 5,174,724 | SH | SOLE | 5,174,724 | 0 | 0 | ||
BP PLC-SPONS ADR | SPONSORED ADR | 055622104 | 80 | 2,247 | SH | SOLE | 2,247 | 0 | 0 | ||
NATURAL GAS SERVICES GROUP | COM | 63886Q109 | 14,517 | 633,932 | SH | SOLE | 633,932 | 0 | 0 | ||
PETROLEO BRASILEIRO S.A. | SPONSORED ADR | 71654V408 | 22,575 | 3,152,900 | SH | SOLE | 3,152,900 | 0 | 0 | ||
PETROLEO BRASILEIRO S.A | SP ADR NON VTG | 71654V101 | 1,162 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
COBALT INTL ENERGY INC | COM | 19075F106 | 402 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
DAWSON GEOPHYSICAL CO | COM | 239359102 | 1,434 | 176,000 | SH | SOLE | 176,000 | 0 | 0 | ||
CARBO CERAMICS INC | COM | 140781105 | 14,673 | 1,120,102 | SH | SOLE | 1,120,102 | 0 | 0 | ||
NOBLE ENERGY INC | COM | 655044105 | 803 | 22,373 | SH | SOLE | 22,373 | 0 | 0 | ||
MOSAIC CO NEW | COM | 61945C103 | 16,704 | 638,048 | SH | SOLE | 638,048 | 0 | 0 | ||
CHART INDS INC | COM PAR $0.01 | 16115Q308 | 18,684 | 774,321 | SH | SOLE | 774,321 | 0 | 0 | ||
TEEKAY LNG PARTNERS L P | PRTNRSP UNITS | Y8564M105 | 614 | 54,584 | SH | SOLE | 54,584 | 0 | 0 | ||
FIRST SOLAR INC | COM | 336433107 | 1,983 | 40,900 | SH | SOLE | 40,900 | 0 | 0 |