The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 120,583 | 3,949,662 | SH | SOLE | 3,949,662 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 36,140 | 1,241,374 | SH | SOLE | 1,241,374 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 8,517 | 61,430 | SH | SOLE | 61,430 | 0 | 0 | ||
| ENERGY VAULT HOLDINGS INC | COM | 29280W109 | 19,674 | 1,237,358 | SH | SOLE | 1,237,358 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 23,774 | 74,426 | SH | SOLE | 74,426 | 0 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 19,668 | 247,557 | SH | SOLE | 247,557 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 23,811 | 281,089 | SH | SOLE | 281,089 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 76,456 | 2,516,655 | SH | SOLE | 2,516,655 | 0 | 0 | ||
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | 14,575 | 170,265 | SH | SOLE | 170,265 | 0 | 0 | ||
| TURQUOISE HILL RES LTD | COM | 900435207 | 136,938 | 4,558,523 | SH | SOLE | 4,558,523 | 0 | 0 | ||