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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
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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
AGNICO EAGLE MINES LTD COM 008474108 42,035,724 229,365 SH SOLE 229,365 0 0
AMRIZE LTD SHS H2927K103 9,908,350 265,000 SH SOLE 265,000 0 0
CAMECO CORP COM 13321L108 15,636,828 180,418 SH SOLE 180,418 0 0
CHEVRON CORPORATION COM 166764100 51,603,459 252,698 SH SOLE 252,698 0 0
CORTEVA INC COM 22052L104 54,521,171 702,140 SH SOLE 702,140 0 0
DEVON ENERGY CORP NEW COM 25179M103 47,275,023 1,026,825 SH SOLE 1,026,825 0 0
DUPONT DE NEMOURS INC COMMON STOCK 26614N201 39,897,532 307,164 SH SOLE 307,164 0 0
ECOLAB INC COM 278865100 58,698,065 213,774 SH SOLE 213,774 0 0
EQT CORP COM 26884L109 19,424,000 400,000 SH SOLE 400,000 0 0
FREEPORT MCMORAN INC CL B 35671D857 63,929,740 913,282 SH SOLE 913,282 0 0
LINDE PLC SHS G54950103 35,476,765 74,743 SH SOLE 74,743 0 0
SLB LIMITED COM STK 806857108 42,761,788 877,705 SH SOLE 877,705 0 0
TECK RESOURCES LTD CL B 878742204 60,275,614 916,182 SH SOLE 916,182 0 0