ALAMOS GOLD INC NEW COM CL A 011532108 BBG009HT65S0 40905317 1173417 SH SOLE 993608 0 179809 ALPHA METALLURGICAL RESOUR I COM 020764106 BBG00DGWV044 12214203 74436 SH SOLE 72090 0 2346 ANTERO RESOURCES CORP COM 03674X106 BBG001T61KH8 27651628 823946 SH SOLE 687521 0 136425 BORR DRILLING LTD SHS G1466R173 BBG00FJ1SZG8 2804860 1042699 SH SOLE 881926 0 160773 CALEDONIA MNG CORP PLC SHS NEW G1757E113 BBG001S70XD4 8475494 234065 SH SOLE 220676 0 13389 CAMECO CORP COM 13321L108 BBG001S5Y5S6 54365516 648289 SH SOLE 545513 0 102776 CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 32178112 1004981 SH SOLE 987116 0 17865 CENTRUS ENERGY CORP CL A 15643U104 BBG001S9F7B3 49917239 160987 SH SOLE 136320 0 24667 CIVITAS RESOURCES INC COM NEW 17888H103 BBG00GLNJ0R0 6277050 193140 SH SOLE 161153 0 31987 COMSTOCK RES INC COM 205768302 BBG001S8FX55 8126096 409788 SH SOLE 341937 0 67851 CORE NATURAL RESOURCES INC COM SHS 218937100 BBG00HC115M9 23821185 285352 SH SOLE 276351 0 9001 DENISON MINES CORP COM 248356107 BBG001S9ZPX7 10321149 3753145 SH SOLE 3157668 0 595477 DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 9992959 69832 SH SOLE 58267 0 11565 ENCORE ENERGY CORP COM NEW 29259W700 BBG001T8HNC6 3740729 1165336 SH SOLE 980452 0 184884 ENERGY FUELS INC COM NEW 292671708 BBG001S9FH94 17918684 1167341 SH SOLE 982132 0 185209 EQT CORP COM 26884L109 BBG001S5QXJ4 32366146 594638 SH SOLE 496166 0 98472 EQUINOX GOLD CORP COM 29446Y502 BBG001SSK0K0 25290359 2252347 SH SOLE 1897725 0 354622 EXPAND ENERGY CORPORATION COM 165167735 BBG00Z6DX607 11771498 110801 SH SOLE 92458 0 18343 FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 8841600 225436 SH SOLE 190663 0 34773 HUDBAY MINERALS INC COM 443628102 BBG001SL27N7 11714604 773564 SH SOLE 651982 0 121582 INTREPID POTASH INC COM 46121Y201 BBG001T0ZCR1 6367735 208232 SH SOLE 176133 0 32099 IVANHOE ELECTRIC INC COM 46578C108 BBG012WFRMH9 21299722 1697189 SH SOLE 1435514 0 261675 MATADOR RES CO COM 576485205 BBG001T3L5S4 12949365 288212 SH SOLE 240488 0 47724 MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 14850323 428210 SH SOLE 362195 0 66015 NEXGEN ENERGY LTD COM 65340P106 BBG00334PFM6 12908182 1442255 SH SOLE 1213429 0 228826 NOBLE CORP PLC ORD SHS A G65431127 BBG018KBK3H7 30588638 1081635 SH SOLE 987200 0 94435 NOVAGOLD RES INC COM NEW 66987E206 BBG001S5ZT85 10053908 1142489 SH SOLE 963899 0 178590 NUTRIEN LTD COM 67077M108 BBG00JM9SM69 45807773 780238 SH SOLE 662113 0 118125 OCEANEERING INTL INC COM 675232102 BBG001S61HT3 11548917 466058 SH SOLE 394190 0 71868 ORLA MNG LTD NEW COM 68634K106 BBG00FGY26J8 12753152 1182704 SH SOLE 996926 0 185778 PAN AMERN SILVER CORP COM 697900108 BBG001S5ZXR5 9608138 248080 SH SOLE 209297 0 38783 RANGE RES CORP COM 75281A109 BBG001SBZNN8 53115724 1411151 SH SOLE 1180789 0 230362 SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 6248707 181807 SH SOLE 153765 0 28042 SEADRILL LTD COM G7997W102 BBG015K887C0 51209394 1695114 SH SOLE 1433992 0 261122 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 BBG00RRGP4W4 37766737 3360030 SH SOLE 2841965 0 518065 SKEENA RES LTD NEW COM 83056P715 BBG001S6LB05 16132673 874822 SH SOLE 737162 0 137660 TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 208734 3914 SH SOLE 3914 0 0 TRILOGY METALS INC NEW COM 89621C105 BBG0028693Q9 2845347 1338321 SH SOLE 1130500 0 207821 TRIPLE FLAG PRECIOUS METAL COM 89679M104 BBG00QRZMFT6 2947914 100724 SH SOLE 84876 0 15848 URANIUM ENERGY CORP COM 916896103 BBG001SK6158 23067995 1729235 SH SOLE 1454889 0 274346 UR-ENERGY INC COM 91688R108 BBG001SKVFK2 5894107 3292797 SH SOLE 2770359 0 522438 VALARIS LTD CL A G9460G101 BBG010JW9K58 44011999 902440 SH SOLE 790437 0 112003