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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107 369,118 3,838,980 SH   SOLE   3,838,980 0 0
ALPHABET INC CAP STK CL A 02079K305 172,298 1,801,339 SH   SOLE   1,801,339 0 0
ALTC ACQUISITION CORP COM CL A 02156V109 19,520 2,000,000 SH   SOLE   2,000,000 0 0
ALTIMETER GROWTH CORP 2 COM CL A G0371B109 9,913 1,000,308 SH   SOLE   1,000,308 0 0
AMAZON COM INC COM 023135106 446,147 3,948,200 SH   SOLE   3,948,200 0 0
ANALOG DEVICES INC COM 032654105 283,031 2,031,223 SH   SOLE   2,031,223 0 0
BIG SKY GROWTH PARTNERS INC CLASS A COM 08954L102 11,736 1,200,000 SH   SOLE   1,200,000 0 0
CANADIAN NAT RES LTD COM 136385101 147,618 3,169,819 SH   SOLE   3,169,819 0 0
CATALYST PARTNRS ACQUISITN C CLASS A ORD SHS G19550105 11,808 1,200,000 SH   SOLE   1,200,000 0 0
CENOVUS ENERGY INC COM 15135U109 798,592 51,957,862 SH   SOLE   51,957,862 0 0
CF INDS HLDGS INC COM 125269100 239,453 2,487,821 SH   SOLE   2,487,821 0 0
CSX CORP COM 126408103 1,535,286 57,630,864 SH   SOLE   57,630,864 0 0
DRAGONEER GROWTH OPT CORP II CL A SHS G28315102 19,580 2,000,000 SH   SOLE   2,000,000 0 0
EQT CORP COM 26884L109 263,612 6,469,016 SH   SOLE   6,469,016 0 0
GROUP NINE ACQUISITION CORP COM CL A 39947R104 10,660 1,076,759 SH   SOLE   1,076,759 0 0
KHOSLA VENTURES ACQUT CO III COM CL A 482506102 22,265 2,276,601 SH   SOLE   2,276,601 0 0
KKR ACQUISITION HOLDING I CO COM CLASS A 48253T109 24,600 2,500,000 SH   SOLE   2,500,000 0 0
LEAD EDGE GROWTH OPRTUNTS LT COM G54085108 14,553 1,470,000 SH   SOLE   1,470,000 0 0
LERER HIPPEAU ACQUISITION CO CL A 526749106 14,730 1,500,000 SH   SOLE   1,500,000 0 0
LIBERTY MEDIA ACQUISITION CO COM SR A 53073L104 7,745 779,130 SH   SOLE   779,130 0 0
LONGVIEW ACQUISITION CORP II COM CL A 54319Q105 24,550 2,500,000 SH   SOLE   2,500,000 0 0
LOWES COS INC COM 548661107 602,660 3,208,883 SH   SOLE   3,208,883 0 0
MASTERCARD INCORPORATED CL A 57636Q104 110,966 390,257 SH   SOLE   390,257 0 0
MICROSOFT CORP COM 594918104 1,122,330 4,818,934 SH   SOLE   4,818,934 0 0
MOSAIC CO NEW COM 61945C103 332,196 6,873,501 SH   SOLE   6,873,501 0 0
MSD ACQUISITION CORP CLASS A ORD SHS G5709C109 19,820 2,000,000 SH   SOLE   2,000,000 0 0
NUTRIEN LTD COM 67077M108 91,055 1,092,051 SH   SOLE   1,092,051 0 0
SUNCOR ENERGY INC NEW COM 867224107 137,922 4,899,554 SH   SOLE   4,899,554 0 0
TCV ACQUISITION CORP CL A SHS G8704C124 14,023 1,430,876 SH   SOLE   1,430,876 0 0
TECK RESOURCES LTD CL B 878742204 366,703 12,058,632 SH   SOLE   12,058,632 0 0
TIO TECH A CLASS A ORD SHS G8T10C106 15,848 1,600,000 SH   SOLE   1,600,000 0 0
TPB ACQUISITION CORP I COM CL A G8990L101 8,663 873,250 SH   SOLE   873,250 0 0
UNION PAC CORP COM 907818108 906,871 4,654,919 SH   SOLE   4,654,919 0 0
UNITED STATES STL CORP NEW COM 912909108 199,320 11,000,000 SH   SOLE   11,000,000 0 0
USHG ACQUISITION CORP COM CL A 91748P100 3,387 343,842 SH   SOLE   343,842 0 0
VALE S A SPONSORED ADS 91912E105 27,470 2,062,324 SH   SOLE   2,062,324 0 0
VISA INC COM CL A 92826C839 348,309 1,960,650 SH   SOLE   1,960,650 0 0
WABTEC COM 929740108 79,346 975,361 SH   SOLE   975,361 0 0
WESTLAKE CORPORATION COM 960413102 175,643 2,021,674 SH   SOLE   2,021,674 0 0
YUM BRANDS INC COM 988498101 227,446 2,138,859 SH   SOLE   2,138,859 0 0