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  <proxyTable>
    <issuerName>NRG ENERGY, INC.</issuerName>
    <cusip>629377508</cusip>
    <isin>US6293775085</isin>
    <meetingDate>04/30/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, NRG Energy, Inc.'s executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>56286</sharesVoted>
    <sharesOnLoan>25180</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>56286</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>OVINTIV INC.</issuerName>
    <cusip>69047Q102</cusip>
    <isin>US69047Q1022</isin>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Compensation of Named Executive Officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>772967</sharesVoted>
    <sharesOnLoan>223255</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>772967</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>BAYTEX ENERGY CORP.</issuerName>
    <cusip>07317Q105</cusip>
    <isin>CA07317Q1054</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Consider a non-binding advisory resolution to accept Baytex's approach to executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>6531173</sharesVoted>
    <sharesOnLoan>1763972</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>6531173</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>KODIAK GAS SERVICES, INC.</issuerName>
    <cusip>50012A108</cusip>
    <isin>US50012A1088</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Advisory, non-binding vote on the frequency of future advisory votes to approve the compensation of Kodiak Gas Services, Inc.'s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>223931</sharesVoted>
    <sharesOnLoan>75698</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>ABSTAIN</howVoted>
        <sharesVoted>223931</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
    </vote>
    <voteOtherInfo>Exited position between record and meeting date</voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>KODIAK GAS SERVICES, INC.</issuerName>
    <cusip>50012A108</cusip>
    <isin>US50012A1088</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Advisory, non-binding vote to approve the compensation of Kodiak Gas Services, Inc.'s named executive officers for 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>223931</sharesVoted>
    <sharesOnLoan>75698</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>ABSTAIN</howVoted>
        <sharesVoted>223931</sharesVoted>
        <managementRecommendation>NONE</managementRecommendation>
      </voteRecord>
    </vote>
    <voteOtherInfo>Exited position between record and meeting date</voteOtherInfo>
  </proxyTable>
  <proxyTable>
    <issuerName>SELECT WATER SOLUTIONS, INC.</issuerName>
    <cusip>81617J301</cusip>
    <isin>US81617J3014</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>To conduct a non-binding, advisory vote to approve Named Executive Officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1551803</sharesVoted>
    <sharesOnLoan>759368</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1551803</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CACTUS, INC.</issuerName>
    <cusip>127203107</cusip>
    <isin>US1272031071</isin>
    <meetingDate>05/12/2026</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of our named executive officers as reported in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>553517</sharesVoted>
    <sharesOnLoan>318719</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>553517</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PERMIAN RESOURCES CORPORATION</issuerName>
    <cusip>71424F105</cusip>
    <isin>US71424F1057</isin>
    <meetingDate>05/19/2026</meetingDate>
    <voteDescription>To approve, by a non-binding advisory vote, the Company's named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1875054</sharesVoted>
    <sharesOnLoan>513666</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1875054</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MASTEC, INC.</issuerName>
    <cusip>576323109</cusip>
    <isin>US5763231090</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Approval of a non-binding advisory resolution regarding the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>61498</sharesVoted>
    <sharesOnLoan>37643</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>61498</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SM ENERGY COMPANY</issuerName>
    <cusip>78454L100</cusip>
    <isin>US78454L1008</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation philosophy, policies and procedures, and the compensation of our Company's named executive officers, as disclosed in the accompanying Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>561454</sharesVoted>
    <sharesOnLoan>496627</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>561454</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ANTERO RESOURCES CORPORATION</issuerName>
    <cusip>03674X106</cusip>
    <isin>US03674X1063</isin>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of Antero Resources Corporation's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>417264</sharesVoted>
    <sharesOnLoan>252267</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>417264</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SEADRILL LIMITED</issuerName>
    <cusip>G7997W102</cusip>
    <isin>BMG7997W1029</isin>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>To conduct an advisory vote to approve the compensation of our named executive officers for 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>594463</sharesVoted>
    <sharesOnLoan>147385</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>594463</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PATTERSON-UTI ENERGY, INC.</issuerName>
    <cusip>703481101</cusip>
    <isin>US7034811015</isin>
    <meetingDate>06/04/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of Patterson-UTI's compensation of its named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>2278564</sharesVoted>
    <sharesOnLoan>2100584</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2278564</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TALOS ENERGY INC.</issuerName>
    <cusip>87484T108</cusip>
    <isin>US87484T1088</isin>
    <meetingDate>06/04/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the Company's Named Executive Officers' compensation for the fiscal year ended December 31, 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1159834</sharesVoted>
    <sharesOnLoan>1264250</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1159834</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>EXPRO GROUP HOLDINGS N.V.</issuerName>
    <cusip>N3144W105</cusip>
    <isin>NL0010556684</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>To approve on a non-binding advisory basis the compensation of the Company's named executive officers for the year ended December 31, 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1018284</sharesVoted>
    <sharesOnLoan>875887</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1018284</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WEATHERFORD INTERNATIONAL PLC</issuerName>
    <cusip>G48833118</cusip>
    <isin>IE00BLNN3691</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>192587</sharesVoted>
    <sharesOnLoan>153623</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>192587</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
</proxyVoteTable>
