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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
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
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
FREYR BATTERY SHS L4135L100 13,297 1,531,900 SH SOLE 1,531,900 0 0
ADECOAGRO S A COM L00849106 1,041 125,619 SH SOLE 125,619 0 0
JPMORGAN CHASE & CO COM 46625H100 10,607 79,100 SH SOLE 79,100 0 0
CHENIERE ENERGY INC COM NEW 16411R208 15,831 105,569 SH SOLE 105,569 0 0
TECK RESOURCES LTD CL B 878742204 16,395 433,500 SH SOLE 433,500 0 0
SHELL PLC SPON ADS 780259305 17,860 313,600 SH SOLE 313,600 0 0
MOSAIC CO NEW COM 61945C103 21,082 480,550 SH SOLE 480,550 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 29,528 2,772,600 SH SOLE 2,772,600 0 0