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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   12,582,304 312,371 SH   DFND 1 0 312,371 0
CAMECO CORP COM 13321L108   27,073,313 267,470 SH   DFND 1 0 267,470 0
COMPASS MINERALS INTL INC COM 20451N101   111,784,115 5,564,167 SH   DFND 1 0 5,564,167 0
CONSTELLATION ENERGY CORP COM 21037T109   8,033,496 24,890 SH   DFND 1 0 24,890 0
ENERGY VAULT HOLDINGS INC COM 29280W109   5,883,013 8,207,328 SH   DFND 1 0 8,207,328 0
ENTERPRISE PRODS PARTNERS L COM 293792107   28,714,330 925,970 SH   DFND 1 0 925,970 0
HUBBELL INC COM 443510607   4,284,221 10,490 SH   DFND 1 0 10,490 0
IVANHOE ELECTRIC INC COM 46578C108   55,798,223 6,151,954 SH   DFND 1 0 6,151,954 0
LINDE PLC SHS G54950103   30,824,188 65,698 SH   DFND 1 0 65,698 0
MAC COPPER LIMITED ORD SHS G60409110   35,262,105 2,916,634 SH   DFND 1 0 2,916,634 0
MARTIN MARIETTA MATLS INC COM 573284106   4,183,075 7,620 SH   DFND 1 0 7,620 0
MATERION CORP COM 576690101   4,168,671 52,522 SH   DFND 1 0 52,522 0
NUTRIEN LTD COM 67077M108   4,034,984 69,282 SH   DFND 1 0 69,282 0
RANGE RES CORP COM 75281A109   26,490,445 651,351 SH   DFND 1 0 651,351 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   5,562,044 157,699 SH   DFND 1 0 157,699 0
WILLIAMS COS INC COM 969457100   13,801,493 219,734 SH   DFND 1 0 219,734 0