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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Alcoa Corp Common Stock 013872106 30,574,807 929,608 SH SOLE 929,608 0 0
Barrick Mining Corp Common Stock 06849F108 39,487,850 1,205,000 SH SOLE 1,205,000 0 0
CRH PLC Common Stock G25508105 31,773,500 265,000 SH SOLE 265,000 0 0
Cameco Corp Common Stock 13321L108 22,362,862 266,669 SH SOLE 266,669 0 0
Commercial Metals Co Common Stock 201723103 15,579,300 271,985 SH SOLE 271,985 0 0
Dupont De Nemours Inc Common Stock 26614N102 50,679,091 650,566 SH SOLE 650,566 0 0
EQT Corp Common Stock 26884L109 26,189,647 481,162 SH SOLE 481,162 0 0
Eastman Chemical Co Common Stock 277432100 4,730,830 75,033 SH SOLE 75,033 0 0
Exxon Mobil Corp Common Stock 30231G102 24,481,745 217,133 SH SOLE 217,133 0 0
Freeport-McMoRan Inc Common Stock 35671D857 37,259,000 950,000 SH SOLE 950,000 0 0
Nexgen Energy Ltd Common Stock 65340P106 4,980,415 556,471 SH SOLE 556,471 0 0
Teck Resources Ltd Class B 878742204 38,623,200 880,000 SH SOLE 880,000 0 0