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 |
| Tower Semiconductor Ltd | Common Stock | M87915274 | 4,325,060 | 16,594 | SH | SOLE | 16,594 | 0 | 0 | ||
| Enerflex Ltd | Common Stock | 29269R105 | 3,988,284 | 162,457 | SH | SOLE | 162,320 | 0 | 137 | ||
| Ituran Location and Control Ltd | Common Stock | M6158M104 | 3,740,401 | 61,308 | SH | SOLE | 61,249 | 0 | 59 | ||
| MDA Space Ltd | Common Stock | 55293N109 | 3,720,537 | 90,077 | SH | SOLE | 90,077 | 0 | 0 | ||
| Enlight Renewable Energy Ltd | Common Stock | M4056D110 | 3,692,390 | 41,830 | SH | SOLE | 41,830 | 0 | 0 | ||
| Ermenegildo Zegna NV | Common Stock | N30577105 | 3,421,226 | 262,767 | SH | SOLE | 262,767 | 0 | 0 | ||
| Lithium Argentina AG | Common Stock | H5012F103 | 3,198,041 | 386,804 | SH | SOLE | 386,464 | 0 | 340 | ||
| Hudbay Minerals Inc | Common Stock | 443628102 | 3,152,887 | 133,567 | SH | SOLE | 133,567 | 0 | 0 | ||
| Camtek Ltd/Israel | Common Stock | M20791105 | 3,140,549 | 19,253 | SH | SOLE | 19,253 | 0 | 0 | ||
| Frontline PLC | Common Stock | M46528101 | 2,403,258 | 69,079 | SH | SOLE | 69,079 | 0 | 0 | ||
| Ballard Power Systems Inc | Common Stock | 058586108 | 61,550 | 15,791 | SH | SOLE | 15,263 | 0 | 528 | ||