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 |
ARCH RESOURCES INC | CL A | 03940R107 | 5,089,464 | 35,643 | SH | SOLE | 35,643 | 0 | 0 | ||
CONSOL ENERGY INC NEW | COM | 20854L108 | 247,000 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 7,358,329 | 217,509 | SH | SOLE | 217,509 | 0 | 0 | ||
FLUOR CORP NEW | COM | 343412102 | 9,892,727 | 285,422 | SH | SOLE | 285,422 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 12,451,820 | 103,472 | SH | SOLE | 103,472 | 0 | 0 | ||
NOBLE CORP PLC | ORD SHS A | G65431127 | 4,388,765 | 116,382 | SH | SOLE | 116,382 | 0 | 0 | ||
PEABODY ENERGY CORP | COM | 704551100 | 14,837,868 | 561,615 | SH | SOLE | 561,615 | 0 | 0 | ||
SCORPIO TANKERS INC | SHS | Y7542C130 | 6,581,448 | 122,400 | SH | SOLE | 122,400 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,959,571 | 5,124 | SH | SOLE | 5,124 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 3,059,440 | 8,000 | SH | Put | SOLE | 0 | 0 | 0 | |
TRANSOCEAN LTD | REG SHS | H8817H100 | 19,328,477 | 4,238,701 | SH | SOLE | 4,238,701 | 0 | 0 | ||
WEATHERFORD INTL PLC | ORD SHS | G48833118 | 18,322,289 | 359,825 | SH | SOLE | 359,825 | 0 | 0 |