The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AIR TRANSPORT SERVICES GRP I COM 00922R105 185 7,682 SH   SOLE   0 0 7,682
AIR TRANSPORT SERVICES GRP I COM 00922R105 553 22,960 SH   SOLE   22,960 0 0
ATI INC COM 01741R102 1,369 51,443 SH   SOLE   0 0 51,443
ATI INC COM 01741R102 4,233 159,064 SH   SOLE   159,064 0 0
HALLIBURTON CO COM 406216101 1,863 75,672 SH   SOLE   0 0 75,672
HALLIBURTON CO COM 406216101 5,589 226,991 SH   SOLE   226,991 0 0
NEXGEN ENERGY LTD COM 65340P106 482 131,430 SH   SOLE   0 0 131,430
NEXGEN ENERGY LTD COM 65340P106 1,464 398,864 SH   SOLE   398,864 0 0
PROPETRO HLDG CORP COM 74347M108 2,884 358,283 SH   SOLE   358,283 0 0
PROPETRO HLDG CORP COM 74347M108 944 117,307 SH   SOLE   0 0 117,307
PROSHARES TR II ULTRA VIX SHORT 74347Y839 307 23,866 SH   SOLE   0 0 23,866
PROSHARES TR II ULTRA VIX SHORT 74347Y839 914 71,134 SH   SOLE   71,134 0 0
RPC INC COM 749660106 1,272 183,480 SH   SOLE   183,480 0 0
RPC INC COM 749660106 426 61,520 SH   SOLE   0 0 61,520
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 2,331 81,327 SH   SOLE   0 0 81,327
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 15,735 549,033 SH   SOLE   549,033 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,271 127,632 SH   SOLE   0 0 127,632
VISHAY INTERTECHNOLOGY INC COM 928298108 36,326 2,041,938 SH   SOLE   2,041,938 0 0