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 |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 | 14,092,800 | 1,280,000 | SH | SOLE | 1,280,000 | 0 | 0 | ||
| CROCS INC | COM | 227046109 | 7,038,600 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ELDORADO GOLD CORP NEW | COM | 284902509 | 9,622,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| EQUINOX GOLD CORP | COM | 29446Y502 | 14,443,000 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 30,668,400 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 23,026,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||