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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
TECK RESOURCES LTD CL B 878742204 10,869 357,400 SH   SOLE   357,400 0 0
SHELL PLC SPON ADS 780259305 15,669 314,900 SH   SOLE   314,900 0 0
MOSAIC CO NEW COM 61945C103 32,770 678,050 SH   SOLE   678,050 0 0
JPMORGAN CHASE & CO COM 46625H100 8,297 79,400 SH   SOLE   79,400 0 0
CHENIERE ENERGY INC COM NEW 16411R208 33,542 202,169 SH   SOLE   202,169 0 0