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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
PARAMOUNT GLOBAL CLASS B COM 92556H206 13,177 686,000 SH   SOLE 3 686,000 0 0
SCHLUMBERGER LTD COM STK 806857108 94,215 2,611,638 SH   SOLE 3 2,611,638 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 92,984 11,522,187 SH   SOLE 3 11,522,187 0 0
CAMECO CORP COM 13321L108 175,414 6,616,904 SH   SOLE 3 6,616,904 0 0
RANGE RES CORP COM 75281A109 156,364 6,190,163 SH   SOLE 3 6,190,163 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 71,653 2,432,213 SH   SOLE 3 2,432,213 0 0
VALARIS LIMITED CL A G9460G101 98,934 2,021,533 SH   SOLE 3 2,021,533 0 0
GATOS SILVER INC COM 368036109 7,699 2,872,657 SH   SOLE 3 2,872,657 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 64,796 26,664,903 SH   SOLE 3 26,664,903 0 0
NOVAGOLD RES INC COM NEW 66987E206 69,303 14,776,778 SH   SOLE 3 14,776,778 0 0
VEON LTD SPONSORED ADR 91822M106 38,651 120,785,818 SH   SOLE 3 120,785,818 0 0
WEATHERFORD INTL PLC ORD SHS G48833118 172,502 5,342,279 SH   SOLE 3 5,342,279 0 0
FATHOM DIGITAL MFG CORP COM CL A 31189Y103 2,030 1,000,000 SH   SOLE 3 1,000,000 0 0
DESKTOP METAL INC COM CL A 25058X105 3,181 1,228,177 SH   SOLE 3 1,228,177 0 0
SKILLSOFT CORP CL A 83066P200 2,114 1,155,361 SH   SOLE 3 1,155,361 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 22,775 924,315 SH   SOLE 3 924,315 0 0