The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
ANTERO RESOURCES CORP COM 03674X106   32,802,274 1,144,931 SH   DFND 1 0 1,144,931 0
BARRICK GOLD CORP COM 067901108   3,687,546 185,397 SH   DFND 1 0 185,397 0
CAMECO CORP COM 13321L108   17,640,912 273,333 SH   DFND 1 0 273,333 0
COMPASS MINERALS INTL INC COM 20451N101   57,395,656 4,775,013 SH   DFND 1 0 4,775,013 0
ENERGY VAULT HOLDINGS INC COM 29280W109   7,879,034 8,207,328 SH   DFND 1 0 8,207,328 0
ENTERPRISE PRODS PARTNERS L COM 293792107   17,828,652 612,458 SH   DFND 1 0 612,458 0
IVANHOE ELECTRIC INC COM 46578C108   46,400,732 5,484,720 SH   DFND 1 0 5,484,720 0
LINDE PLC SHS G54950103   27,716,534 58,123 SH   DFND 1 0 58,123 0
METALS ACQUISITION LIMITED ORD SHS G60409110   35,102,354 2,534,466 SH   DFND 1 0 2,534,466 0
NEWMONT CORP COM 651639106   3,751,334 70,184 SH   DFND 1 0 70,184 0
NUSCALE PWR CORP CL A COM 67079K100   9,457,352 816,697 SH   DFND 1 0 816,697 0
NUTRIEN LTD COM 67077M108   6,982,878 145,295 SH   DFND 1 0 145,295 0
RANGE RES CORP COM 75281A109   33,217,754 1,079,901 SH   DFND 1 0 1,079,901 0
WILLIAMS COS INC COM 969457100   18,301,176 400,902 SH   DFND 1 0 400,902 0