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The reader should not assume that the information 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 10,683,750 175,000 SH SOLE 175,000 0 0
BRISTOW GROUP INC COM 11040G103 134,892,964 2,876,796 SH SOLE 2,876,796 0 0
CHEVRON CORPORATION COM 166764100 36,770,889 177,723 SH SOLE 177,723 0 0
CINEMARK HLDGS INC COM 17243V102 3,310,088 116,062 SH SOLE 116,062 0 0
EXXON MOBIL CORP COM 30231G102 34,832,895 205,310 SH SOLE 205,310 0 0
GRAFTECH INTL LTD SR NT COM NEW 384313607 245,673 36,235 SH SOLE 36,235 0 0
MARA HOLDINGS INC NOTE 1.000%12/0 565788AB2 33,660,900 35,620,000 PRN SOLE 35,620,000 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 29,636,100 4,470,000 SH SOLE 4,470,000 0 0
VALERO ENERGY CORP COM 91913Y100 46,840,685 189,577 SH SOLE 189,577 0 0
VEON LTD SPONSORED ADS 91822M502 41,068,193 887,002 SH SOLE 887,002 0 0