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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

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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
BARRICK MNG CORP COM SHS 06849F108 21,363,028 523,732 SH SOLE 523,732 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 1,529,238 167,496 SH SOLE 167,496 0 0
COGENT COMM HOLDINGS INC COM NEW 19239V302 6,300,925 334,444 SH SOLE 334,444 0 0
RIO TINTO PLC SPONSORED ADR 767204100 96,763,467 1,037,233 SH SOLE 1,037,233 0 0
ROPER TECHNOLOGIES INC COM 776696106 2,888,559 8,163 SH SOLE 8,163 0 0