ALAMOS GOLD INC COM CL A 011532108 BBG009HT65S0 30505060 686587 SH SOLE 608280 0 78307 ALPHA METALLURGICAL RESOUR I COM 020764106 BBG00DGWV044 49683346 242039 SH SOLE 237085 0 4954 ANTERO RESOURCES CORP COM 03674X106 BBG001T61KH8 68631337 1617138 SH SOLE 1367370 0 249768 BORR DRILLING LTD SHS G1466R173 BBG00FJ1SZG8 12229313 2119465 SH SOLE 1880615 0 238850 CALEDONIA MNG CORP SHS NEW G1757E113 BBG001S70XD4 3462234 153264 SH SOLE 143910 0 9354 CAMECO CORP COM 13321L108 BBG001S5Y5S6 90844771 836431 SH SOLE 745105 0 91326 CANADIAN NAT RES LTD MED TER COM 136385101 BBG001S5YC56 137877092 2827853 SH SOLE 2767846 0 60007 CENTRUS ENERGY CORP CL A 15643U104 BBG001S9F7B3 35075248 202058 SH SOLE 180468 0 21590 CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJF2 40302485 283461 SH SOLE 259416 0 24045 COMSTOCK RES INC COM 205768302 BBG001S8FX55 18167967 861858 SH SOLE 729062 0 132796 CORE NATURAL RESOURCES INC COM SHS 218937100 BBG00HC115M9 74172404 708225 SH SOLE 693303 0 14922 DENISON MINES CORP COM 248356107 BBG001S9ZPX7 16663771 4720615 SH SOLE 4184063 0 536552 DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 22446989 113489 SH SOLE 96205 0 17284 ENCORE ENERGY CORP COM NEW 29259W700 BBG001T8HNC6 2636503 1464724 SH SOLE 1282125 0 182599 ENERGY FUELS INC COM NEW 292671708 BBG001S9FH94 27099462 1484902 SH SOLE 1311780 0 173122 EQT CORP COM 26884L109 BBG001S5QXJ4 73771679 1159203 SH SOLE 978759 0 180444 EQUINOX GOLD CORP COM 29446Y502 BBG001SSK0K0 18525836 1283253 SH SOLE 1136757 0 146496 EXPAND ENERGY CORPORATION COM 165167735 BBG00Z6DX607 24794911 225860 SH SOLE 190855 0 35005 FREEPORT MCMORAN INC CL B 35671D857 BBG001S5R3F3 7244753 123252 SH SOLE 101340 0 21912 INTREPID POTASH INC COM 46121Y201 BBG001T0ZCR1 11423739 267097 SH SOLE 235408 0 31689 IVANHOE ELECTRIC INC COM 46578C108 BBG012WFRMH9 24999406 2115009 SH SOLE 1908578 0 206431 MATADOR RES CO COM 576485205 BBG001T3L5S4 28929743 457894 SH SOLE 385906 0 71988 MOSAIC CO COM 61945C103 BBG001S7LJN1 23518778 922305 SH SOLE 849246 0 73059 NEXGEN ENERGY LTD COM 65340P106 BBG00334PFM6 21006939 1810943 SH SOLE 1604036 0 206907 NOBLE CORP PLC ORD SHS A G65431127 BBG018KBK3H7 90347978 1841206 SH SOLE 1641532 0 199674 NOVAGOLD RESOURCES INC COM NEW 66987E206 BBG001S5ZT85 6220814 692741 SH SOLE 613530 0 79211 NUTRIEN LTD COM 67077M108 BBG00JM9SM69 62050079 822291 SH SOLE 741362 0 80929 OCEANEERING INTL INC COM 675232102 BBG001S61HT3 25310895 713586 SH SOLE 622363 0 91223 ORLA MNG LTD NEW COM 68634K106 BBG00FGY26J8 2597466 161584 SH SOLE 143174 0 18410 PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 38689404 1814700 SH SOLE 1553105 0 261595 RANGE RES CORP COM 75281A109 BBG001SBZNN8 122968620 2721749 SH SOLE 2297805 0 423944 SEADRILL LTD COM G7997W102 BBG015K887C0 111455208 2449565 SH SOLE 2183936 0 265629 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 BBG00RRGP4W4 52607250 4270069 SH SOLE 3800076 0 469993 SLB LIMITED COM STK 806857108 BBG001S5W4C8 118122485 2298550 SH SOLE 2070414 0 228136 SM ENERGY COMPANY COM 78454L100 BBG001S6W0J7 15207421 487730 SH SOLE 410562 0 77168 SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 121667621 1840155 SH SOLE 1799186 0 40969 TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 327015 3914 SH SOLE 3914 0 0 TRILOGY METALS INC NEW COM 89621C105 BBG0028693Q9 6221454 1728153 SH SOLE 1524397 0 203756 TRIPLE FLAG PRECIOUS METAL COM 89679M104 BBG00QRZMFT6 2091901 60271 SH SOLE 51804 0 8467 URANIUM ENERGY CORP COM 916896103 BBG001SK6158 29725934 2201921 SH SOLE 1944208 0 257713 UR-ENERGY INC COM 91688R108 BBG001SKVFK2 6337110 4253094 SH SOLE 3737114 0 515980 VALARIS LTD CL A G9460G101 BBG010JW9K58 129349172 1319351 SH SOLE 1176680 0 142671 WARRIOR MET COAL INC COM 93627C101 BBG00GD1JNK4 55714226 598113 SH SOLE 587358 0 10755