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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
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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   86,344,766 1,035,930 SH   SOLE   1,035,930 0 0
ARCH RESOURCES INC CL A 03940R107   13,566,494 120,313 SH   SOLE   120,313 0 0
BP PLC SPONSORED ADR 055622104   64,217,354 1,819,704 SH   SOLE   1,819,704 0 0
CENOVUS ENERGY INC COM 15135U109   95,659,394 5,633,651 SH   SOLE   5,633,651 0 0
CRH PLC ADR 12626K203   11,657,434 209,177 SH   SOLE   209,177 0 0
F45 TRAINING HLDGS INC COM 30322L101   707,649 1,415,297 SH   SOLE   1,415,297 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   60,465,391 2,516,246 SH   SOLE   2,516,246 0 0
HUDBAY MINERALS INC COM 443628102   89,902,786 14,157,919 SH   SOLE   14,157,919 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   82,543,951 3,065,130 SH   SOLE   3,065,130 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   10,565,709 45,739 SH   SOLE   45,739 0 0
NEXGEN ENERGY LTD COM 65340P106   103,884,769 16,621,563 SH   SOLE   16,621,563 0 0
SHELL PLC SPON ADS 780259305   25,616,336 424,252 SH   SOLE   424,252 0 0
TECK RESOURCES LTD CL B 878742204   103,348,343 2,454,830 SH   SOLE   2,454,830 0 0
WARRIOR MET COAL INC COM 93627C101   82,388,131 2,115,228 SH   SOLE   2,115,228 0 0