The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |