ANTERO RESOURCES CORP COM 03674X106 23762292 708054 SH SOLE 708054 0 0 BARRICK MNG CORP COM SHS 06849F108 34965590 1067000 SH SOLE 1067000 0 0 EXPAND ENERGY CORPORATION COM 165167735 24307711 228800 SH SOLE 228800 0 0 EQT CORP COM 26884L109 36607277 672557 SH SOLE 672557 0 0 EQUINOX GOLD CORP COM 29446Y502 61069393 5442905 SH SOLE 5442905 0 0 GULFPORT ENERGY CORP COMMON SHARES 402635502 34055730 188174 SH SOLE 188174 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 108796562 52000 SH SOLE 52000 0 0 ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 17091190 2328500 SH SOLE 2328500 0 0 KASPI KZ JSC SPONSORED ADS 48581R205 15246552 186662 SH SOLE 186662 0 0 NEWMONT CORP COM 651639106 35592731 422165 SH SOLE 422165 0 0 TECK RESOURCES LTD CL B 878742204 12502944 284870 SH SOLE 284870 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 17982435 55100 SH SOLE 55100 0 0 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 36230918 365858 SH SOLE 365858 0 0 VISTA ENERGY S.A.B. DE C.V SPONSORED ADS 92837L109 10667956 310115 SH SOLE 310115 0 0 DEUTSCHE BANK A G NAMEN AKT D18190898 17235608 490166 SH SOLE 490166 0 0