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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
ALCOA CORP COM 013872106 331 9,827 SH   SOLE   9,827 0 0
CF INDS HLDGS INC COM 125269100 578 6,000 SH   SOLE   6,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 12,212 73,609 SH   SOLE   73,609 0 0
MOSAIC CO NEW COM 61945C103 2,645 54,723 SH   SOLE   54,723 0 0
TECK RESOURCES LTD CL B 878742204 1,213 39,887 SH   SOLE   39,887 0 0