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 |
| ANTERO RESOURCES CORP | COM | 03674X106 | 23,728,637 | 710,651 | SH | DFND | 1 | 0 | 710,651 | 0 | |
| CAMECO CORP | COM | 13321L108 | 8,992,728 | 72,987 | SH | DFND | 1 | 0 | 72,987 | 0 | |
| COMPASS MINERALS INTL INC | COM | 20451N101 | 68,832,837 | 3,123,087 | SH | DFND | 1 | 0 | 3,123,087 | 0 | |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 9,829,304 | 38,695 | SH | DFND | 1 | 0 | 38,695 | 0 | |
| ENERGY VAULT HOLDINGS INC | COM | 29280W109 | 17,774,619 | 4,477,234 | SH | DFND | 1 | 0 | 4,477,234 | 0 | |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 44,592,017 | 1,252,233 | SH | DFND | 1 | 0 | 1,252,233 | 0 | |
| HUBBELL INC | COM | 443510607 | 13,731,833 | 30,273 | SH | DFND | 1 | 0 | 30,273 | 0 | |
| IVANHOE ELECTRIC INC | COM | 46578C108 | 49,074,319 | 4,947,008 | SH | DFND | 1 | 0 | 4,947,008 | 0 | |
| LINDE PLC | SHS | G54950103 | 56,704,062 | 119,465 | SH | DFND | 1 | 0 | 119,465 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 29,935,826 | 62,391 | SH | DFND | 1 | 0 | 62,391 | 0 | |
| METALS ACQUISITION CORP II | ORD CL A | G60420109 | 8,994,333 | 885,269 | SH | DFND | 1 | 0 | 885,269 | 0 | |
| METALS ACQUISITION CORP II | *W EXP 06/30/203 | G60420117 | 306,830 | 313,092 | SH | DFND | 1 | 0 | 313,092 | 0 | |
| MOSAIC CO | COM | 61945C103 | 30,036,820 | 1,387,382 | SH | DFND | 1 | 0 | 1,387,382 | 0 | |
| MURPHY OIL CORP | COM | 626717102 | 22,075,544 | 596,314 | SH | DFND | 1 | 0 | 596,314 | 0 | |
| NUTRIEN LTD | COM | 67077M108 | 18,195,453 | 259,010 | SH | DFND | 1 | 0 | 259,010 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 34,021,203 | 918,499 | SH | DFND | 1 | 0 | 918,499 | 0 | |
| WEST FRASER TIMBER CO LTD | COM | 952845105 | 40,795,056 | 411,697 | SH | DFND | 1 | 0 | 411,697 | 0 | |
| WILLIAMS COS INC | COM | 969457100 | 14,652,565 | 215,574 | SH | DFND | 1 | 0 | 215,574 | 0 | |