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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BAKER HUGHES COMPANY CL A 05722G100   6,134,400 160,000 SH   SOLE   160,000 0 0
BRISTOW GROUP INC COM 11040G103   101,441,964 3,076,796 SH   SOLE   3,076,796 0 0
CHEVRON CORP NEW COM 166764100   25,448,156 177,723 SH   SOLE   177,723 0 0
CINEMARK HLDGS INC COM 17243V102   3,502,751 116,062 SH   SOLE   116,062 0 0
EXXON MOBIL CORP COM 30231G102   34,637,218 321,310 SH   SOLE   321,310 0 0
MARA HOLDINGS INC NOTE 1.000%12/0 565788AB2   32,084,816 35,630,000 PRN   SOLE   35,630,000 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   11,577,300 4,470,000 SH   SOLE   4,470,000 0 0
VALERO ENERGY CORP COM 91913Y100   25,482,941 189,577 SH   SOLE   189,577 0 0
VEON LTD SPONSORED ADS 91822M502   39,440,620 856,102 SH   SOLE   856,102 0 0