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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BP PLC | SPONSORED ADR | 055622104 | 47,995,674 | 1,355,810 | SH | SOLE | 1,355,810 | 0 | 0 | |||
| CENOVUS ENERGY INC | COM | 15135U109 | 126,505,135 | 7,597,906 | SH | SOLE | 7,597,906 | 0 | 0 | |||
| CRH PLC | ORD | G25508105 | 139,561,629 | 2,017,953 | SH | SOLE | 2,017,953 | 0 | 0 | |||
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 71,842,252 | 2,914,493 | SH | SOLE | 2,914,493 | 0 | 0 | |||
| HCA HEALTHCARE INC | COM | 40412C101 | 47,147,854 | 174,183 | SH | SOLE | 174,183 | 0 | 0 | |||
| HUDBAY MINERALS INC | COM | 443628102 | 123,666,636 | 16,940,635 | SH | SOLE | 16,940,635 | 0 | 0 | |||
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | 11,622,217 | 50,230 | SH | SOLE | 50,230 | 0 | 0 | |||
| NEXGEN ENERGY LTD | COM | 65340P106 | 207,565,536 | 22,659,993 | SH | SOLE | 22,659,993 | 0 | 0 | |||
| SHELL PLC | SPON ADS | 780259305 | 49,119,700 | 746,500 | SH | SOLE | 746,500 | 0 | 0 | |||
| SUNCOR ENERGY INC NEW | COM | 867224107 | 33,523,868 | 789,540 | SH | SOLE | 789,540 | 0 | 0 | |||
| TECK RESOURCES LTD | CL B | 878742204 | 125,790,828 | 2,975,889 | SH | SOLE | 2,975,889 | 0 | 0 | |||
| WARRIOR MET COAL INC | COM | 93627C101 | 81,370,806 | 1,334,604 | SH | SOLE | 1,334,604 | 0 | 0 | |||