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 | 28,429 | 3,790,577 | SH | SOLE | 3,790,577 | 0 | 0 | ||
BP PLC-SPONS ADR | SPONSORED ADR | 055622104 | 7 | 200 | SH | SOLE | 200 | 0 | 0 | ||
NATURAL GAS SERVICES GROUP | COM | 63886Q109 | 20,381 | 633,932 | SH | SOLE | 633,932 | 0 | 0 | ||
PETROLEO BRASILEIRO S.A. | SPONSORED ADR | 71654V408 | 23,707 | 2,344,900 | SH | SOLE | 2,344,900 | 0 | 0 | ||
PETROLEO BRASILEIRO S.A | SP ADR NON VTG | 71654V101 | 3,800 | 431,300 | SH | SOLE | 431,300 | 0 | 0 | ||
COBALT INTL ENERGY INC | COM | 19075F106 | 366 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
NOBLE ENERGY INC | COM | 655044105 | 852 | 22,373 | SH | SOLE | 22,373 | 0 | 0 | ||
MOSAIC CO NEW | COM | 61945C103 | 16,602 | 566,048 | SH | SOLE | 566,048 | 0 | 0 | ||
CHART INDS INC | COM PAR $0.01 | 16115Q308 | 24,408 | 677,616 | SH | SOLE | 677,616 | 0 | 0 | ||
OCEANEERING INTL INC | COM | 675232102 | 5,642 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
FIRST SOLAR INC | COM | 336433107 | 671 | 20,900 | SH | SOLE | 20,900 | 0 | 0 |