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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| CENOVUS ENERGY INC | COM | 15135U109 | 188,711,917 | 9,598,775 | SH | SOLE | 9,598,775 | 0 | 0 | |||
| CRH PLC | ORD | G25508105 | 132,461,617 | 1,766,626 | SH | SOLE | 1,766,626 | 0 | 0 | |||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 58,349,169 | 423,096 | SH | SOLE | 423,096 | 0 | 0 | |||
| ELDORADO GOLD CORP NEW | COM | 284902509 | 59,784,079 | 4,042,196 | SH | Call | SOLE | 4,042,196 | 0 | 0 | ||
| FLUTTER ENTMT PLC | SHS | G3643J108 | 94,373,566 | 652,427 | SH | SOLE | 652,427 | 0 | 0 | |||
| HUDBAY MINERALS INC | COM | 443628102 | 133,202,957 | 10,759,528 | SH | SOLE | 10,759,528 | 0 | 0 | |||
| NATWEST GROUP PLC | SPONS ADR | 639057207 | 71,670,747 | 22,986,128 | SH | SOLE | 22,986,128 | 0 | 0 | |||
| NEXGEN ENERGY LTD | COM | 65340P106 | 288,890,800 | 30,313,830 | SH | SOLE | 30,313,830 | 0 | 0 | |||
| VEREN INC | COM NEW | 92340V107 | 67,360,632 | 6,242,876 | SH | SOLE | 6,242,876 | 0 | 0 | |||