DEUTSCHE BANK A G NAMEN AKT D18190898 11090344 470050 SH SOLE 470050 0 0 ALPHABET INC CAP STK CL C 02079K107 13467026 86200 SH SOLE 86200 0 0 AMAZON COM INC COM 023135106 13958425 73365 SH SOLE 73365 0 0 ANTERO RESOURCES CORP COM 03674X106 9390168 232200 SH SOLE 232200 0 0 BANCO BBVA ARGENTINA S A SPONSORED ADS 058934100 4371885 241274 SH SOLE 241274 0 0 BANCO MACRO SA SPON ADR B 05961W105 15609804 206725 SH SOLE 206725 0 0 BARRICK GOLD CORP COM 067901108 15262344 785100 SH SOLE 785100 0 0 CF INDS HLDGS INC COM 125269100 11722500 150000 SH SOLE 150000 0 0 EQT CORP COM 26884L109 9270105 173500 SH SOLE 173500 0 0 EQUINOX GOLD CORP COM 29446Y502 28905137 4198277 SH SOLE 4198277 0 0 GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 18197664 334086 SH SOLE 334086 0 0 GULFPORT ENERGY CORP COMMON SHARES 402635502 8691408 47200 SH SOLE 47200 0 0 KASPI KZ JSC SPONSORED ADS 48581R205 38068500 410000 SH SOLE 410000 0 0 MOSAIC CO NEW COM 61945C103 14007386 518600 SH SOLE 518600 0 0 NEWMONT CORP COM 651639106 14112244 292300 SH SOLE 292300 0 0 TECK RESOURCES LTD CL B 878742204 17182938 471670 SH SOLE 471670 0 0 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 9134840 159700 SH SOLE 159700 0 0 VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 12962397 278402 SH SOLE 278402 0 0