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 |
| ABRDN PALLADIUM ETF TRUST | PHYSICAL PALLADM | 003262102 | BBG001T6GDX0 | 12,528,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ALCOA CORP | COM | 013872106 | BBG00B3T3HF1 | 27,088,260 | 717,000 | SH | SOLE | 717,000 | 0 | 0 | ||
| ANTERO RESOURCES CORP | COM | 03674X106 | BBG001T61KH8 | 14,265,350 | 407,000 | SH | SOLE | 407,000 | 0 | 0 | ||
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 | BBG001S8JFB3 | 88,412,112 | 3,822,400 | SH | SOLE | 3,822,400 | 0 | 0 | ||
| CHORD ENERGY CORPORATION | COM NEW | 674215207 | BBG00Y7BLJF2 | 56,822,886 | 485,998 | SH | SOLE | 485,998 | 0 | 0 | ||
| COMSTOCK RES INC | COM | 205768302 | BBG001S8FX55 | 220,917,500 | 12,125,000 | SH | SOLE | 12,125,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | BBG001S5QXJ4 | 9,129,780 | 198,000 | SH | SOLE | 198,000 | 0 | 0 | ||
| EXPAND ENERGY CORPORATION | *W EXP 02/09/202 | 165167180 | 3,481,177 | 40,706 | SH | SOLE | 40,706 | 0 | 0 | |||
| EXPAND ENERGY CORPORATION | COM | 165167735 | BBG00Z6DX607 | 201,588,750 | 2,025,000 | SH | Call | SOLE | 2,025,000 | 0 | 0 | |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | BBG001S90195 | 35,742,560 | 1,316,000 | SH | SOLE | 1,316,000 | 0 | 0 | ||
| NEXGEN ENERGY LTD | COM | 65340P106 | BBG00334PFM6 | 3,078,157 | 467,000 | SH | SOLE | 467,000 | 0 | 0 | ||
| NEXTRACKER INC | CLASS A COM | 65290E101 | BBG00835TQ17 | 96,540,936 | 2,642,785 | SH | SOLE | 2,642,785 | 0 | 0 | ||
| NOBLE CORP PLC | ORD SHS A | G65431127 | BBG018KBK3H7 | 95,929,826 | 3,055,090 | SH | SOLE | 3,055,090 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | BBG001S5TZG9 | 27,966,060 | 566,000 | SH | SOLE | 566,000 | 0 | 0 | ||
| PLAINS GP HLDGS L P | LTD PARTNR INT A | 72651A207 | BBG001SZV282 | 15,531,100 | 845,000 | SH | SOLE | 845,000 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | BBG001SBZNN8 | 223,435,800 | 6,210,000 | SH | SOLE | 6,210,000 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | BBG001S5W4C8 | 479,250 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| SPROTT PHYSICAL PLAT PALLAD | UNIT | 85207Q104 | BBG002DMRZ32 | 622,567 | 70,030 | SH | SOLE | 70,030 | 0 | 0 | ||
| STEEL DYNAMICS INC | COM | 858119100 | BBG001S98JK5 | 5,931,640 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | BBG0025XVR94 | 60,125,000 | 6,500,000 | SH | Put | SOLE | 6,500,000 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 363,456,000 | 900,000 | SH | Put | SOLE | 900,000 | 0 | 0 | |
| UNITED STATES STL CORP NEW | COM | 912909108 | BBG001S5XL75 | 156,354,000 | 4,600,000 | SH | SOLE | 4,600,000 | 0 | 0 | ||
| VALARIS LTD | CL A | G9460G101 | BBG010JW9K58 | 46,098,080 | 1,042,000 | SH | SOLE | 1,042,000 | 0 | 0 | ||
| WARRIOR MET COAL INC | COM | 93627C101 | BBG00GD1JNK4 | 140,554,824 | 2,591,350 | SH | SOLE | 2,591,350 | 0 | 0 | ||
| WEST FRASER TIMBER CO LTD | COM | 952845105 | BBG001S60WD8 | 13,332,419 | 154,000 | SH | SOLE | 154,000 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | BBG001S61Q40 | 4,251,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||