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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANTERO RESOURCES CORP COM 03674X106   32,053,265 982,325 SH   DFND 1 0 982,325 0
BARRICK GOLD CORP COM 067901108   2,668,917 160,007 SH   DFND 1 0 160,007 0
CAMECO CORP COM 13321L108   17,359,731 257,601 SH   DFND 1 0 257,601 0
COMPASS MINERALS INTL INC COM 20451N101   23,974,866 2,320,897 SH   DFND 1 0 2,320,897 0
ENERGY VAULT HOLDINGS INC COM 29280W109   7,736,769 8,147,398 SH   DFND 1 0 8,147,398 0
ENTERPRISE PRODS PARTNERS L COM 293792107   20,477,210 706,598 SH   DFND 1 0 706,598 0
IVANHOE ELECTRIC INC COM 46578C108   44,318,361 4,724,772 SH   DFND 1 0 4,724,772 0
LINDE PLC SHS G54950103   27,567,799 62,824 SH   DFND 1 0 62,824 0
NEWMONT CORP COM 651639106   3,109,852 74,274 SH   DFND 1 0 74,274 0
NUSCALE PWR CORP CL A COM 67079K100   9,547,188 816,697 SH   DFND 1 0 816,697 0
METALS ACQUISITION LIMITED ORD SHS G60409110   31,268,371 2,284,030 SH   DFND 1 0 2,284,030 0
NUTRIEN LTD COM 67077M108   8,561,280 168,165 SH   DFND 1 0 168,165 0
RANGE RES CORP COM 75281A109   32,510,722 969,601 SH   DFND 1 0 969,601 0
WILLIAMS COS INC COM 969457100   21,216,085 499,202 SH   DFND 1 0 499,202 0