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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
ANTERO RESOURCES CORP COM 03674X106 115,024 6,115,062 SH   SOLE   6,115,062 0 0
CAMECO CORP COM 13321L108 18,733 680,716 SH   SOLE   680,716 0 0
CHENIERE ENERGY INC COM NEW 16411R208 9,666 98,970 SH   SOLE   98,970 0 0
HUDBAY MINERALS INC COM 443628102 154 19,510 SH   SOLE   19,510 0 0
LINDE PLC SHS G5494J103 10,013 34,131 SH   SOLE   34,131 0 0
NEWMONT CORP COM 651639106 9,078 167,191 SH   SOLE   167,191 0 0
NEXTERA ENERGY INC COM 65339F101 9,381 119,469 SH   SOLE   119,469 0 0
PDC ENERGY INC COM 69327R101 31,445 663,534 SH   SOLE   663,534 0 0
RANGE RES CORP COM 75281A109 107,295 4,741,281 SH   SOLE   4,741,281 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,694 40,319 SH   SOLE   40,319 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 12,958 241,213 SH   SOLE   241,213 0 0
TURQUOISE HILL RES LTD COM 900435207 69,166 4,686,062 SH   SOLE   4,686,062 0 0