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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
ALCOA CORP COM COM 013872106 BBG00B3T3HD3 3,837,398 99,466 SH   SOLE   99,466 0 0
CHESAPEAKE ENERGY CORP COM COM 165167735 BBG00Z6DX554 144,605,123 1,758,117 SH   SOLE   1,758,117 0 0
EQT CORP COM COM 26884L109 BBG000BHZ5J9 45,757,241 1,248,833 SH   SOLE   1,248,833 0 0
FREEPORT-MCMORAN INC CL B CL B 35671D857 BBG000BJDB15 1,854,728 37,154 SH   SOLE   37,154 0 0
SOUTHWESTERN ENERGY CO COM COM 845467109 BBG000BTR593 21,149,442 2,974,605 SH   SOLE   2,974,605 0 0