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 |
| ANTERO RESOURCES CORP | COM | 03674X106 | 119,513 | 11,716,950 | SH | SOLE | 11,716,950 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 7,601 | 105,561 | SH | SOLE | 105,561 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 5,415 | 19,330 | SH | SOLE | 19,330 | 0 | 0 | ||
| PDC ENERGY INC | COM | 69327R101 | 49,747 | 1,446,123 | SH | SOLE | 1,446,123 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 16,252 | 102,332 | SH | SOLE | 102,332 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 131,982 | 12,776,545 | SH | SOLE | 12,776,545 | 0 | 0 | ||
| RIO TINTO PLC | SPONSORED ADR | 767204100 | 2,572 | 33,120 | SH | SOLE | 33,120 | 0 | 0 | ||
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | 13,849 | 260,949 | SH | SOLE | 260,949 | 0 | 0 | ||
| TURQUOISE HILL RES LTD | COM | 900435207 | 80,777 | 5,020,301 | SH | SOLE | 5,020,301 | 0 | 0 | ||