The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACM RESH INC COM CL A 00108J109   967,280 41,443 SH   SOLE   41,443 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   83,190 11,197 SH   SOLE   11,197 0 0
ADVANCED MICRO DEVICES INC COM 007903107   244,620 2,381 SH   SOLE   2,381 0 0
ALIGN TECHNOLOGY INC COM 016255101   76,090 479 SH   SOLE   479 0 0
ALLIANT ENERGY CORP COM 018802108   1,347,300 20,937 SH   SOLE   20,937 0 0
ALPHA TEKNOVA INC COM 02080L102   1,427,250 275,000 SH   SOLE   275,000 0 0
ALPHABET INC CAP STK CL C 02079K107   101,550 650 SH   SOLE   650 0 0
ALPHABET INC CAP STK CL A 02079K305   479,380 3,100 SH   SOLE   3,100 0 0
A-MARK PRECIOUS METALS INC COM 00181T107   887,950 35,000 SH   SOLE   35,000 0 0
AMAZON COM INC COM 023135106   773,030 4,063 SH   SOLE   4,063 0 0
AMEREN CORP COM 023608102   720,870 7,180 SH   SOLE   7,180 0 0
AMERICAN EXPRESS CO COM 025816109   269,050 1,000 SH   SOLE   1,000 0 0
AMPHENOL CORP NEW CL A 032095101   271,020 4,132 SH   SOLE   4,132 0 0
AON PLC SHS CL A G0403H108   399,090 1,000 SH   SOLE   1,000 0 0
APA CORPORATION COM 03743Q108   1,324,260 63,000 SH   SOLE   63,000 0 0
APOGEE THERAPEUTICS INC COM 03770N101   107,560 2,879 SH   SOLE   2,879 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   258,690 1,148 SH   SOLE   1,148 0 0
APTIV PLC COM SHS G3265R107   1,517,250 25,500 SH   SOLE   25,500 0 0
ARCELLX INC COMMON STOCK 03940C100   840,140 12,807 SH   SOLE   12,807 0 0
ARGENX SE SPONSORED ADR 04016X101   887,800 1,500 SH   SOLE   1,500 0 0
ARISTA NETWORKS INC COM SHS 040413205   234,610 3,028 SH   SOLE   3,028 0 0
ARS PHARMACEUTICALS INC COM 82835W108   5,139,570 408,551 SH   SOLE   408,551 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   779,300 5,000 SH   SOLE   5,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   351,860 531 SH   SOLE   531 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   302,580 46,352 SH   SOLE   46,352 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   2,144,110 58,375 SH   SOLE   58,375 0 0
AUTOZONE INC COM 053332102   362,210 95 SH   SOLE   95 0 0
AVADEL PHARMACEUTICALS PLC COM SHS G29687103   722,790 92,310 SH   SOLE   92,310 0 0
AVIS BUDGET GROUP COM 053774105   151,800 2,000 SH   SOLE   2,000 0 0
BARRICK GOLD CORP COM 067901108   2,445,010 125,772 SH   SOLE   125,772 0 0
BERKLEY W R CORP COM 084423102   291,760 4,100 SH   SOLE   4,100 0 0
BICARA THERAPEUTICS INC COM 055477103   260,600 20,000 SH   SOLE   20,000 0 0
BIOMEA FUSION INC COM 09077A106   192,520 90,384 SH   SOLE   90,384 0 0
BLACKROCK INC COM 09290D101   327,480 346 SH   SOLE   346 0 0
BOOKING HOLDINGS INC COM 09857L108   248,770 54 SH   SOLE   54 0 0
BROADCOM INC COM 11135F101   210,290 1,256 SH   SOLE   1,256 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   436,050 9,000 SH   SOLE   9,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   340,240 3,449 SH   SOLE   3,449 0 0
C3IS INC COM Y18284151   16,010 24,632 SH   SOLE   24,632 0 0
C4 THERAPEUTICS INC COM STK 12529R107   12,370 7,731 SH   SOLE   7,731 0 0
CAMECO CORP COM 13321L108   233,540 5,674 SH   SOLE   5,674 0 0
CANADIAN NAT RES LTD COM 136385101   1,646,600 53,461 SH   SOLE   53,461 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   428,280 6,100 SH   SOLE   6,100 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   1,737,270 88,052 SH   SOLE   88,052 0 0
CAREDX INC COM 14167L103   77,640 4,374 SH   SOLE   4,374 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   1,268,260 7,000 SH   SOLE   7,000 0 0
CENOVUS ENERGY INC COM 15135U109   556,400 40,000 SH   SOLE   40,000 0 0
CENTERPOINT ENERGY INC COM 15189T107   3,556,880 98,175 SH   SOLE   98,175 0 0
CENTRUS ENERGY CORP CL A 15643U104   3,926,760 63,121 SH   SOLE   63,121 0 0
CENTURY ALUM CO COM 156431108   21,706,900 1,169,553 SH   SOLE   1,169,553 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   6,487,110 789,186 SH   SOLE   789,186 0 0
CLOUDFLARE INC CL A COM 18915M107   676,140 6,000 SH   SOLE   6,000 0 0
CNH INDL N V SHS N20944109   838,720 68,300 SH   SOLE   68,300 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   315,570 3,626 SH   SOLE   3,626 0 0
COCA-COLA FEMSA SAB DE CV SPONS ADS REP 191241108   5,341,560 58,512 SH   SOLE   58,512 0 0
COEUR MNG INC COM NEW 192108504   37,550 6,343 SH   SOLE   6,343 0 0
COHEN CIRCLE ACQUISITION COR SHS CL A G3730H106   2,242,000 200,000 SH   SOLE   200,000 0 0
COHERENT CORP COM 19247G107   258,530 3,981 SH   SOLE   3,981 0 0
COMCAST CORP NEW CL A 20030N101   3,221,630 87,307 SH   SOLE   87,307 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102   114,130 6,390 SH   SOLE   6,390 0 0
CORBUS PHARMACEUTICALS HLDGS COM NEW 21833P301   81,770 15,400 SH   SOLE   15,400 0 0
COSTCO WHSL CORP NEW COM 22160K105   536,260 567 SH   SOLE   567 0 0
COUSINS PPTYS INC COM NEW 222795502   413,000 14,000 SH   SOLE   14,000 0 0
CROCS INC COM 227046109   365,540 3,442 SH   SOLE   3,442 0 0
DBX ETF TR XTRACK HRVST CSI 233051879   5,314,000 200,000 SH   SOLE   200,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   393,770 4,320 SH   SOLE   4,320 0 0
DEXCOM INC COM 252131107   409,740 6,000 SH   SOLE   6,000 0 0
DHT HOLDINGS INC SHS NEW Y2065G121   497,700 47,400 SH   SOLE   47,400 0 0
DOUGLAS EMMETT INC COM 25960P109   410,880 25,680 SH   SOLE   25,680 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   2,545,030 20,866 SH   SOLE   20,866 0 0
EATON CORP PLC SHS G29183103   517,290 1,903 SH   SOLE   1,903 0 0
EMBRAER S.A. SPONSORED ADS 29082A107   99,880 2,162 SH   SOLE   2,162 0 0
ENERGY SVCS ACQUISITION CORP COM 29271Q103   2,081,770 220,293 SH   SOLE   220,293 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   11,781,690 633,765 SH   SOLE   633,765 0 0
ENTERGY CORP NEW COM 29364G103   1,292,780 15,122 SH   SOLE   15,122 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   7,506,940 219,887 SH   SOLE   219,887 0 0
EQUINOX GOLD CORP COM 29446Y502   3,227,410 469,101 SH   SOLE   469,101 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   536,850 7,500 SH   SOLE   7,500 0 0
EXELON CORP COM 30161N101   1,164,670 25,275 SH   SOLE   25,275 0 0
EXPAND ENERGY CORPORATION COM 165167735   320,490 2,879 SH   SOLE   2,879 0 0
FEDEX CORP COM 31428X106   537,530 2,205 SH   SOLE   2,205 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100   160,860 26,414 SH   SOLE   26,414 0 0
FERROGLOBE PLC SHS G33856108   904,980 243,931 SH   SOLE   243,931 0 0
FIRST INDL RLTY TR INC COM 32054K103   863,360 16,000 SH   SOLE   16,000 0 0
FIRSTENERGY CORP COM 337932107   3,001,230 74,251 SH   SOLE   74,251 0 0
FLUTTER ENTMT PLC SHS G3643J108   965,960 4,360 SH   SOLE   4,360 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   969,360 9,471 SH   SOLE   9,471 0 0
GAP INC COM 364760108   380,300 18,452 SH   SOLE   18,452 0 0
GATES INDL CORP PLC ORD SHS G39108108   624,190 33,905 SH   SOLE   33,905 0 0
GE AEROSPACE COM NEW 369604301   334,650 1,672 SH   SOLE   1,672 0 0
GE VERNOVA INC COM 36828A101   276,580 906 SH   SOLE   906 0 0
GEO GROUP INC NEW COM 36162J106   292,100 10,000 SH   SOLE   10,000 0 0
GOLAR LNG LTD SHS G9456A100   146,760 3,863 SH   SOLE   3,863 0 0
GREENFIRE RES LTD NEW COM SHS 39525U107   6,410,460 1,092,071 SH   SOLE   1,092,071 0 0
GUARDANT HEALTH INC COM 40131M109   329,680 7,739 SH   SOLE   7,739 0 0
HALLADOR ENERGY COMPANY COM 40609P105   4,877,650 397,203 SH   SOLE   397,203 0 0
HIMS & HERS HEALTH INC COM CL A 433000106   1,638,900 55,462 SH   SOLE   55,462 0 0
HONEST CO INC COM 438333106   470,160 100,033 SH   SOLE   100,033 0 0
IB ACQUISITION CORP RIGHT 09/28/2025 44934N116   10,510 139,950 SH   SOLE   139,950 0 0
IES HLDGS INC COM 44951W106   231,150 1,400 SH   SOLE   1,400 0 0
IMPERIAL PETE INC COM NEW Y3894J187   4,409,150 1,799,652 SH   SOLE   1,799,652 0 0
INTEGRA RES CORP COM 45826T509   569,740 459,468 SH   SOLE   459,468 0 0
INTEL CORP COM 458140100   1,305,830 57,500 SH   SOLE   57,500 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102   429,040 12,923 SH   SOLE   12,923 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,238,180 2,500 SH   SOLE   2,500 0 0
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800   7,702,630 173,835 SH   SOLE   173,835 0 0
IQVIA HLDGS INC COM 46266C105   276,610 1,569 SH   SOLE   1,569 0 0
ISHARES SILVER TR ISHARES 46428Q109   478,020 15,425 SH   SOLE   15,425 0 0
ISHARES TR MSCI UAE ETF 46434V761   732,170 43,145 SH   SOLE   43,145 0 0
ISHARES TR MSCI CHINA ETF 46429B671   2,456,210 45,151 SH   SOLE   45,151 0 0
ISHARES TR MSCI ACWI ETF 464288257   690,310 5,931 SH   SOLE   5,931 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   435,650 4,692 SH   SOLE   4,692 0 0
KINDER MORGAN INC DEL COM 49456B101   319,590 11,202 SH   SOLE   11,202 0 0
KINROSS GOLD CORP COM 496902404   459,630 36,450 SH   SOLE   36,450 0 0
KKR & CO INC COM 48251W104   346,830 3,000 SH   SOLE   3,000 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   10,875,650 311,534 SH   SOLE   311,534 0 0
LAM RESEARCH CORP COM NEW 512807306   314,790 4,330 SH   SOLE   4,330 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   1,378,770 119,789 SH   SOLE   119,789 0 0
MAMMOTH ENERGY SVCS INC COM 56155L108   45,019,154 22,068,212 SH   SOLE   22,068,212 0 0
MATCH GROUP INC NEW COM 57667L107   147,890 4,740 SH   SOLE   4,740 0 0
MCCORMICK & CO INC COM NON VTG 579780206   512,710 6,229 SH   SOLE   6,229 0 0
MERUS N V COM N5749R100   1,094,340 26,000 SH   SOLE   26,000 0 0
META PLATFORMS INC CL A 30303M102   5,126,150 8,894 SH   SOLE   8,894 0 0
MICRON TECHNOLOGY INC COM 595112103   726,660 8,363 SH   SOLE   8,363 0 0
MICROSOFT CORP COM 594918104   628,030 1,673 SH   SOLE   1,673 0 0
MILLICOM INTL CELLULAR S A COM STK L6388F110   1,210,800 40,000 SH   SOLE   40,000 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   1,128,980 61,059 SH   SOLE   61,059 0 0
MODINE MFG CO COM 607828100   338,470 4,410 SH   SOLE   4,410 0 0
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104   840,010 21,500 SH   SOLE   21,500 0 0
MPLX LP COM UNIT REP LTD 55336V100   5,349,060 99,945 SH   SOLE   99,945 0 0
NATERA INC COM 632307104   126,700 896 SH   SOLE   896 0 0
NAUTILUS BIOTECHNOLOGY INC COM 63909J108   90,040 104,580 SH   SOLE   104,580 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   794,590 59,699 SH   SOLE   59,699 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   746,470 35,361 SH   SOLE   35,361 0 0
NEPHROS INC COM 640671400   6,192,953 3,600,552 SH   SOLE   3,600,552 0 0
NEUMORA THERAPEUTICS INC. COM 640979100   77,880 77,879 SH   SOLE   77,879 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   120,440 1,089 SH   SOLE   1,089 0 0
NEURONETICS INC COM 64131A105   1,735,950 471,725 SH   SOLE   471,725 0 0
NEW GOLD INC CDA COM 644535106   463,750 125,000 SH   SOLE   125,000 0 0
NEXGEN ENERGY LTD COM 65340P106   175,510 39,090 SH   SOLE   39,090 0 0
NEXTDECADE CORP COM 65342K105   946,720 121,686 SH   SOLE   121,686 0 0
NEXTRACKER INC CLASS A COM 65290E101   332,320 7,886 SH   SOLE   7,886 0 0
NRG ENERGY INC COM NEW 629377508   350,340 3,670 SH   SOLE   3,670 0 0
NUCOR CORP COM 670346105   3,850,880 32,000 SH   SOLE   32,000 0 0
NUVATION BIO INC COM CL A 67080N101   1,360,340 772,919 SH   SOLE   772,919 0 0
NVENT ELECTRIC PLC SHS G6700G107   390,270 7,445 SH   SOLE   7,445 0 0
NVIDIA CORPORATION COM 67066G104   337,930 3,118 SH   SOLE   3,118 0 0
OLIN CORP COM PAR $1 680665205   1,275,610 52,624 SH   SOLE   52,624 0 0
ORACLE CORP COM 68389X105   464,730 3,324 SH   SOLE   3,324 0 0
PALO ALTO NETWORKS INC COM 697435105   316,200 1,853 SH   SOLE   1,853 0 0
PAR TECHNOLOGY CORP COM 698884103   2,507,150 40,873 SH   SOLE   40,873 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,535,830 12,977 SH   SOLE   12,977 0 0
PEMBINA PIPELINE CORP COM 706327103   389,850 9,739 SH   SOLE   9,739 0 0
PERPETUA RESOURCES CORP COM 714266103   2,324,510 217,447 SH   SOLE   217,447 0 0
PERSONALIS INC COM 71535D106   57,270 16,316 SH   SOLE   16,316 0 0
PERSPECTIVE THERAPEUTICS INC COM NEW 46489V302   213,000 100,000 SH   SOLE   100,000 0 0
PG&E CORP COM 69331C108   2,569,110 149,541 SH   SOLE   149,541 0 0
PONY AI INC SPONSORED ADS 732908108   185,010 20,976 SH   SOLE   20,976 0 0
POWERFLEET INC COM 73931J109   823,500 150,000 SH   SOLE   150,000 0 0
PPL CORP COM 69351T106   3,938,730 109,076 SH   SOLE   109,076 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   2,246,160 63,290 SH   SOLE   63,290 0 0
PROPHASE LABS INC COM 74345W108   616,800 1,525,611 SH   SOLE   1,525,611 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   516,350 6,274 SH   SOLE   6,274 0 0
QUALCOMM INC COM 747525103   269,120 1,752 SH   SOLE   1,752 0 0
QUANTA SVCS INC COM 74762E102   600,880 2,364 SH   SOLE   2,364 0 0
QUANTERIX CORP COM 74766Q101   651,000 100,000 SH   SOLE   100,000 0 0
RELX PLC SPONSORED ADR 759530108   306,140 6,073 SH   SOLE   6,073 0 0
ROIVANT SCIENCES LTD SHS G76279101   373,330 37,000 SH   SOLE   37,000 0 0
SAIA INC COM 78709Y105   1,566,840 4,484 SH   SOLE   4,484 0 0
SCHOLASTIC CORP COM 807066105   109,500 5,800 SH   SOLE   5,800 0 0
SCHRODINGER INC COM 80810D103   77,030 3,902 SH   SOLE   3,902 0 0
SEMPRA COM 816851109   8,500,620 119,123 SH   SOLE   119,123 0 0
SHARKNINJA INC COM SHS G8068L108   330,720 3,965 SH   SOLE   3,965 0 0
SITIME CORP COM 82982T106   550,330 3,600 SH   SOLE   3,600 0 0
SONIC AUTOMOTIVE INC CL A 83545G102   250,850 4,404 SH   SOLE   4,404 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,452,180 2,596 SH   SOLE   2,596 0 0
SPYRE THERAPEUTICS INC COM NEW 00773J202   617,840 38,292 SH   SOLE   38,292 0 0
STANDARD BIOTOOLS INC COM 34385P108   90,330 83,638 SH   SOLE   83,638 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106   521,070 30,102 SH   SOLE   30,102 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   562,740 3,390 SH   SOLE   3,390 0 0
TECK RESOURCES LTD CL B 878742204   109,290 3,000 SH   SOLE   3,000 0 0
TEEKAY CORPORATION LTD SHS G8726T105   1,840,910 280,200 SH   SOLE   280,200 0 0
TEEKAY TANKERS LTD CL A G8726X106   7,581,940 198,117 SH   SOLE   198,117 0 0
TEMPUS AI INC CL A 88023B103   156,540 3,245 SH   SOLE   3,245 0 0
TESLA INC COM 88160R101   518,320 2,000 SH   SOLE   2,000 0 0
TETRA TECH INC NEW COM 88162G103   5,118,750 175,000 SH   SOLE   175,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   845,350 55,000 SH   SOLE   55,000 0 0
TFI INTL INC COM 87241L109   1,990,230 25,697 SH   SOLE   25,697 0 0
TG THERAPEUTICS INC COM 88322Q108   394,300 10,000 SH   SOLE   10,000 0 0
TOURMALINE BIO INC COM 89157D105   967,510 63,610 SH   SOLE   63,610 0 0
TREVI THERAPEUTICS INC COM 89532M101   251,600 40,000 SH   SOLE   40,000 0 0
TRILOGY METALS INC NEW COM 89621C105   8,097,170 5,223,983 SH   SOLE   5,223,983 0 0
TRIMAS CORP COM NEW 896215209   229,610 9,800 SH   SOLE   9,800 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L173   175,620 10,294 SH   SOLE   10,294 0 0
TUYA INC SPONSERED ADS 90114C107   41,050 13,549 SH   SOLE   13,549 0 0
TWILIO INC CL A 90138F102   1,468,650 15,000 SH   SOLE   15,000 0 0
TXNM ENERGY INC COM 69349H107   4,786,730 89,505 SH   SOLE   89,505 0 0
UNION PAC CORP COM 907818108   255,140 1,080 SH   SOLE   1,080 0 0
UNITED STATES STL CORP NEW COM 912909108   28,971,470 685,553 SH   SOLE   685,553 0 0
URANIUM ENERGY CORP COM 916896103   181,860 38,045 SH   SOLE   38,045 0 0
UR-ENERGY INC COM 91688R108   168,260 249,600 SH   SOLE   249,600 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,265,590 6,524 SH   SOLE   6,524 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   1,212,640 16,456 SH   SOLE   16,456 0 0
VARONIS SYS INC COM 922280102   970,800 24,000 SH   SOLE   24,000 0 0
VENTYX BIOSCIENCES INC COM 92332V107   321,120 279,231 SH   SOLE   279,231 0 0
VERA THERAPEUTICS INC CL A 92337R101   1,016,170 42,305 SH   SOLE   42,305 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   332,700 4,608 SH   SOLE   4,608 0 0
VIKING THERAPEUTICS INC COM 92686J106   98,600 4,083 SH   SOLE   4,083 0 0
VIPER ENERGY INC CL A 927959106   1,886,999 41,794 SH   SOLE   41,794 0 0
VISTRA CORP COM 92840M102   304,520 2,593 SH   SOLE   2,593 0 0
WALMART INC COM 931142103   2,869,940 32,691 SH   SOLE   32,691 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   2,682,500 250,000 SH   SOLE   250,000 0 0
WARRIOR MET COAL INC COM 93627C101   1,309,910 27,450 SH   SOLE   27,450 0 0
WOODWARD INC COM 980745103   1,642,410 9,000 SH   SOLE   9,000 0 0
XCEL ENERGY INC COM 98389B100   2,682,090 37,888 SH   SOLE   37,888 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   4,733,520 135,089 SH   SOLE   135,089 0 0
YUM CHINA HLDGS INC COM 98850P109   88,500 1,700 SH   SOLE   1,700 0 0