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 | 139,619 | 9,289,328 | SH | SOLE | 9,289,328 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 24,133 | 1,015,696 | SH | SOLE | 1,015,696 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 10,214 | 117,750 | SH | SOLE | 117,750 | 0 | 0 | ||
| HUDBAY MINERALS INC | COM | 443628102 | 161 | 19,510 | SH | SOLE | 19,510 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 8,055 | 27,861 | SH | SOLE | 27,861 | 0 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 10,858 | 171,311 | SH | SOLE | 171,311 | 0 | 0 | ||
| PDC ENERGY INC | COM | 69327R101 | 48,962 | 1,069,273 | SH | SOLE | 1,069,273 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 13,230 | 81,407 | SH | SOLE | 81,407 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 156,246 | 9,322,576 | SH | SOLE | 9,322,576 | 0 | 0 | ||
| RIO TINTO PLC | SPONSORED ADR | 767204100 | 4,510 | 53,759 | SH | SOLE | 53,759 | 0 | 0 | ||
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | 12,626 | 266,764 | SH | SOLE | 266,764 | 0 | 0 | ||
| TURQUOISE HILL RES LTD | COM | 900435207 | 82,513 | 4,891,088 | SH | SOLE | 4,891,088 | 0 | 0 | ||