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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 64,526 2,105,256 SH   SOLE   2,105,256 0 0
CAMECO CORP COM 13321L108 36,309 1,344,762 SH   SOLE   1,344,762 0 0
CHENIERE ENERGY INC COM NEW 16411R208 7,337 55,150 SH   SOLE   55,150 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109 17,139 1,710,473 SH   SOLE   1,710,473 0 0
IVANHOE ELECTRIC INC COM 46578C108 7,395 850,000 SH   SOLE   850,000 0 0
LINDE PLC SHS G5494J103 20,117 69,966 SH   SOLE   69,966 0 0
NEWMONT CORP COM 651639106 18,972 317,950 SH   SOLE   317,950 0 0
NEXTERA ENERGY INC COM 65339F101 20,036 258,665 SH   SOLE   258,665 0 0
NUSCALE PWR CORP CL A COM 67079K100 12,137 1,214,917 SH   SOLE   1,214,917 0 0
RANGE RES CORP COM 75281A109 43,976 1,776,803 SH   SOLE   1,776,803 0 0
TURQUOISE HILL RES LTD COM 900435207 116,528 4,351,323 SH   SOLE   4,351,323 0 0