ADVANSIX INC COM 00773T101 2020491 82807 SH SOLE 82807 0 0 ALAMOS GOLD INC COM CL A 011532108 19958133 449204 SH SOLE 449204 0 0 ALLIED GOLD CORP COM NEW 01921D204 4965783 160234 SH SOLE 160234 0 0 APPIAN CORP CL A 03782L101 20237935 839400 SH SOLE 839400 0 0 BARRICK MNG CORP COM SHS 06849F108 456848 11200 SH SOLE 11200 0 0 BLACK STONE MINERALS L P COM UNIT 09225M101 11504460 760877 SH SOLE 760877 0 0 BUNGE GLOBAL SA COM SHS H11356104 9819840 77200 SH SOLE 77200 0 0 CANADIAN NAT RES LTD MED TER COM 136385101 25942195 532366 SH SOLE 532366 0 0 CORE NATURAL RESOURCES INC COM SHS 218937100 15123012 144400 SH SOLE 144400 0 0 DARLING INGREDIENTS INC COM 237266101 26276415 424841 SH SOLE 424841 0 0 ESTABLISHMENT LABS HLDGS INC COM G31249108 43411888 764563 SH SOLE 764563 0 0 EXPAND ENERGY CORPORATION COM 165167735 13579786 123700 SH SOLE 123700 0 0 FLUTTER ENTMT PLC SHS G3643J108 11926016 116976 SH SOLE 116976 0 0 HILTON GRAND VACATIONS INC COM 43283X105 108702979 2778706 SH SOLE 2778706 0 0 HUDBAY MINERALS INC COM 443628102 6633729 317389 SH SOLE 317389 0 0 IAMGOLD CORP COM 450913108 44690120 2375300 SH SOLE 2375300 0 0 KINROSS GOLD CORP COM 496902404 5320704 174335 SH SOLE 174335 0 0 MAXCYTE INC COM 57777K106 2367909 3370689 SH SOLE 3370689 0 0 MGM RESORTS INTERNATIONAL COM 552953101 35009166 945938 SH SOLE 945938 0 0 NACCO INDS INC CL A 629579103 4808265 92520 SH SOLE 92520 0 0 ORLA MNG LTD NEW COM 68634K106 21247644 1317600 SH SOLE 1317600 0 0 OSISKO DEVELOPMENT CORP COM NEW 68828E809 3575000 1100000 SH SOLE 1100000 0 0 S&P GLOBAL INC COM 78409V104 5954760 14000 SH SOLE 14000 0 0 SASOL LTD SPONSORED ADR 803866300 7870931 607325 SH SOLE 607325 0 0 TASEKO MINES LTD COM 876511106 13243199 2053209 SH SOLE 2053209 0 0 VERSABANK NEW COM 92512J106 2875447 202925 SH SOLE 202925 0 0 WARRIOR MET COAL INC COM 93627C101 16208099 174000 SH SOLE 174000 0 0 ZOOM COMMUNICATIONS INC CL A 98980L101 6334732 78800 SH SOLE 78800 0 0