CAMECO CORP COM 13321L108 7970749 78252 SH DFND 78252 0 0 CENTERRA GOLD INC COM 152006102 7807169 492816 SH DFND 492816 0 0 CENTURY ALUM CO COM 156431108 3854166 83768 SH DFND 83768 0 0 CF INDUSTRIES HOLD COM 125269100 4405641 40695 SH DFND 40695 0 0 DAKOTA GOLD CORP COM 46655E100 17814323 4181766 SH DFND 1 4181766 0 0 DENISON MINES CORP COM 248356107 4290185 1400127 SH DFND 1400127 0 0 ELDORADO GOLD CORP NEW COM 284902509 4387485 141112 SH DFND 141112 0 0 FLUOR CORP COM 343412102 4784936 91333 SH DFND 91333 0 0 FRANCO NEV CORP COM 351858105 1954665 9377 SH DFND 9377 0 0 FREEPORT MCMORAN INC CL B 35671D857 4073071 64765 SH DFND 64765 0 0 HUDBAY MINERALS INC COM 443628102 4032465 170937 SH DFND 170937 0 0 LITHIUM ARGENTINA AG COM SHS H5012F103 3280974 396732 SH DFND 396732 0 0 METHANEX CORP COM 59151K108 4455231 96548 SH DFND 96548 0 0 MOSAIC CO COM 61945C103 2072806 97820 SH DFND 97820 0 0 NEXGEN ENERGY LTD COM 65340P106 1763236 187926 SH DFND 187926 0 0 OCEANAGOLD CORP COM NEW 675222400 4170974 166563 SH DFND 166563 0 0 PRECISION DRILLING CORP COM NEW 74022D407 4805739 62689 SH DFND 62689 0 0 SILVERCORP METALS INC COM 82835P103 5640864 557663 SH DFND 557663 0 0 SKEENA RES LTD NEW COM 83056P715 73905079 2775640 SH DFND 1 2775640 0 0 SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 10064479 135933 SH DFND 135933 0 0 SOLARIS RES INC COM NEW 83419D201 22626000 2700000 SH DFND 1 2700000 0 0 STEEL DYNAMICS INC COM 858119100 1946968 8485 SH DFND 8485 0 0 TECK RESOURCES LTD CL B 878742204 6691569 112539 SH DFND 112539 0 0 VERSAMET ROYALTIES CORP COM NEW 92528V200 12637672 1027453 SH DFND 1 1027453 0 0