The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| CENOVUS ENERGY INC | COM | 15135U109 | 62,069 | 3,265,057 | SH | SOLE | 3,265,057 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 42,664 | 724,592 | SH | SOLE | 724,592 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 42,335 | 1,349,970 | SH | SOLE | 1,349,970 | 0 | 0 | ||
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | 28,818 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
| RENEW ENERGY GLOBAL PLC | CL A SHS | G7500M104 | 17,800 | 2,751,186 | SH | SOLE | 2,751,186 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C130 | 15,357 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 8,652 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| PBF ENERGY INC | CL A | 69318G106 | 7,980 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| PROPERTYGURU GROUP LTD | ORD SHS | G7258M108 | 3,700 | 822,257 | SH | SOLE | 822,257 | 0 | 0 | ||