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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | WEATHERFORD INTL PLC | $53.5M | 566009 | 9.27% |
| 2 | PERMIAN RESOURCES CORP | $52.6M | 2466941 | 9.11% |
| 3 | TALOS ENERGY INC | $47.8M | 3032692 | 8.28% |
| 4 | PATTERSON-UTI ENERGY INC | $47.4M | 4379658 | 8.21% |
| 5 | OVINTIV INC | $46.0M | 775200 | 7.97% |
| 6 | CACTUS INC | $45.4M | 959218 | 7.87% |
| 7 | BAYTEX ENERGY CORP | $41.3M | 9245458 | 7.16% |
| 8 | SEADRILL LTD | $40.8M | 896939 | 7.07% |
| 9 | SM ENERGY COMPANY | $40.1M | 1285300 | 6.94% |
| 10 | SELECT WATER SOLUTIONS INC | $39.4M | 2578390 | 6.83% |
| 11 | ANTERO RESOURCES CORP | $38.5M | 906328 | 6.66% |
| 12 | MASTEC INC | $32.7M | 101590 | 5.66% |
| 13 | NRG ENERGY INC | $26.1M | 178722 | 4.52% |
| 14 | EXPRO GROUP HOLDINGS NV | $25.8M | 1480974 | 4.46% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.