The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 31,145,150 | 888,592 | SH | DFND | 1 | 0 | 888,592 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 14,432,184 | 195,267 | SH | DFND | 1 | 0 | 195,267 | 0 | ||
| COMPASS MINERALS INTL INC | COM | 20451N101 | 61,055,348 | 5,427,142 | SH | DFND | 1 | 0 | 5,427,142 | 0 | ||
| ENERGY VAULT HOLDINGS INC | COM | 29280W109 | 18,712,708 | 8,207,328 | SH | DFND | 1 | 0 | 8,207,328 | 0 | ||
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 18,800,790 | 599,515 | SH | DFND | 1 | 0 | 599,515 | 0 | ||
| IVANHOE ELECTRIC INC | COM | 46578C108 | 41,409,636 | 5,484,720 | SH | DFND | 1 | 0 | 5,484,720 | 0 | ||
| LINDE PLC | SHS | G54950103 | 25,866,689 | 61,783 | SH | DFND | 1 | 0 | 61,783 | 0 | ||
| MAC COPPER LIMITED | ORD SHS | G60409110 | 27,966,612 | 2,633,391 | SH | DFND | 1 | 0 | 2,633,391 | 0 | ||
| NUTRIEN LTD | COM | 67077M108 | 6,501,951 | 145,295 | SH | DFND | 1 | 0 | 145,295 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 38,854,838 | 1,079,901 | SH | DFND | 1 | 0 | 1,079,901 | 0 | ||
| WILLIAMS COS INC | COM | 969457100 | 16,711,065 | 308,778 | SH | DFND | 1 | 0 | 308,778 | 0 | ||