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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   8,389,063 218,750 SH   SOLE   218,750 0 0
KENVUE INC COM 49177J102   9,563,933 589,275 SH   SOLE   589,275 0 0
RIO TINTO PLC SPONSORED ADR 767204100   79,723,578 1,207,750 SH   SOLE   1,207,750 0 0
SMART SH GLOBAL LTD ADS 83193E102   13,608,128 10,080,095 SH   SOLE   10,080,095 0 0
TECK RESOURCES LTD CL B 878742204   4,864,592 110,836 SH   SOLE   110,836 0 0
TRIPADVISOR INC COM 896945201   20,175,262 1,240,791 SH   SOLE   1,240,791 0 0