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    <issuerName>EQT CORPORATION</issuerName>
    <cusip>26884L109</cusip>
    <isin>US26884L1098</isin>
    <meetingDate>04/14/2026</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>176549</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>176549</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>EQT CORPORATION</issuerName>
    <cusip>26884L109</cusip>
    <isin>US26884L1098</isin>
    <meetingDate>04/15/2026</meetingDate>
    <voteDescription>Approval of a proposed amendment to EQT Corporation's 2020 Long-Term Incentive Plan</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>176549</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>176549</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>TALEN ENERGY CORPORATION</issuerName>
    <cusip>87422Q109</cusip>
    <meetingDate>05/05/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>4253</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>4253</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>MITSUI E&amp;S CO.,LTD.</issuerName>
    <isin>JP3891600003</isin>
    <meetingDate>06/26/2026</meetingDate>
    <voteDescription>Approve Details of the Compensation to be received by Directors (Excluding Directors who are Audit and Supervisory Committee Members)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>258200</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>258200</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>MITSUI E&amp;S CO.,LTD.</issuerName>
    <isin>JP3891600003</isin>
    <meetingDate>06/26/2026</meetingDate>
    <voteDescription>Approve Details of the Restricted-Stock Compensation to be received by Directors (Excluding Directors who are Audit and Supervisory Committee Members and Outside Directors)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>258200</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>258200</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>HUAXIN BUILDING MATERIALS GROUP CO LTD</issuerName>
    <isin>CNE1000057N3</isin>
    <meetingDate>04/17/2026</meetingDate>
    <voteDescription>Proposed adoption of the 2026 H-Share Award Scheme</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>2617900</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>FOR</howVoted>
        <sharesVoted>2617900</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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