NOBLE CORP PLCORD SHS AG654311276415398 226853 SH SOLE 226853 0 0 SEADRILL LTDCOMG7997W1024393622 145436 SH SOLE 145436 0 0 VALARIS LTDCL AG9460G1011559372 31974 SH SOLE 31974 0 0 ETFS GOLD TRPHYSCL GOLD SHS00326A10416899508 459101 SH SOLE 459101 0 0 ABRDN PLATINUM ETF TRUSTPHYSCL PLATM SHS0032601061920307 13440 SH SOLE 13440 0 0 ALLEGIANT TRAVEL COCOM01748X1028307381 136702 SH SOLE 136702 0 0 ALLISON TRANSMISSION HLDGS ICOM01973R1018472976 99823 SH SOLE 99823 0 0 ANTERO RESOURCES CORPCOM03674X1063409964 101608 SH SOLE 101608 0 0 AUTONATION INCCOM05329W10210650599 48684 SH SOLE 48684 0 0 BUILDERS FIRSTSOURCE INCCOM12008R1079283143 76562 SH SOLE 76562 0 0 THE CIGNA GROUPCOM1255231001482758 5144 SH SOLE 5144 0 0 CENTENE CORP DELCOM15135B1012975783 83402 SH SOLE 83402 0 0 CORE NATURAL RESOURCES INCCOM SHS2189371001472838 17643 SH SOLE 17643 0 0 D R HORTON INCCOM23331A10910422913 61503 SH SOLE 61503 0 0 EOG RES INCCOM26875P1015604655 49988 SH SOLE 49988 0 0 ENERGY TRANSFER L PCOM UT LTD PTN29273V1001883722 109774 SH SOLE 109774 0 0 HELMERICH & PAYNE INCCOM4234521013012921 136393 SH SOLE 136393 0 0 OPENLANE INCCOM48238T1091280509 44493 SH SOLE 44493 0 0 NATURAL RESOURCE PARTNERS LCOM UNIT LTD PAR63900P6084790359 45622 SH SOLE 45622 0 0 VIPER ENERGY INCCL A64361Q1019853429 257808 SH SOLE 257808 0 0 PEABODY ENERGY CORPCOM704551100912818 34420 SH SOLE 34420 0 0 PLAINS ALL AMERN PIPELINE LUNIT LTD PARTN7265031051506074 88281 SH SOLE 88281 0 0 SPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR85207H10413688587 462140 SH SOLE 462140 0 0 SPROTT ASSET MANAGEMENT LPPHYSICAL SILVER85207K1071568556 99908 SH SOLE 99908 0 0 TRIPLE FLAG PRECIOUS METALCOM89679M1042180338 74516 SH SOLE 74516 0 0 WESTERN MIDSTREAM PARTNERS LCOM UNIT LP INT958669103328582 8363 SH SOLE 8363 0 0