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 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | BBG001S77MK3 | 31,869,922 | 613,001 | SH | SOLE | 613,001 | 0 | 0 | ||
| ARCH RESOURCES INC | CL A | 03940R107 | BBG00DZB5DD0 | 37,370,142 | 261,714 | SH | SOLE | 261,714 | 0 | 0 | ||
| CALLON PETE CO DEL | COM | 13123X508 | BBG001SB5DH0 | 31,542,041 | 850,419 | SH | SOLE | 850,419 | 0 | 0 | ||
| CENTERRA GOLD INC | COM | 152006102 | BBG001SLVFY5 | 44,944,413 | 8,690,108 | SH | SOLE | 8,690,108 | 0 | 0 | ||
| CHORD ENERGY CORPORATION | COM NEW | 674215207 | BBG00Y7BLJF2 | 79,623,420 | 582,000 | SH | SOLE | 582,000 | 0 | 0 | ||
| ENETI INC | COM | Y2294C107 | BBG005KLVW22 | 7,963,359 | 792,374 | SH | SOLE | 792,374 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | BBG001S5QXJ4 | 30,142,530 | 891,000 | SH | SOLE | 891,000 | 0 | 0 | ||
| HARMONY GOLD MINING CO LTD | SPONSORED ADR | 413216300 | BBG001S64W80 | 31,529,091 | 9,273,262 | SH | SOLE | 9,273,262 | 0 | 0 | ||
| HYCROFT MINING HOLDING CORP | *W EXP 10/06/202 | 44862P133 | 6,060 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| RAYONIER ADVANCED MATLS INC | COM | 75508B104 | BBG005XVML75 | 59,754,432 | 6,224,420 | SH | SOLE | 6,224,420 | 0 | 0 | ||
| SEADRILL 2021 LTD | COM | G7997W102 | BBG015K887C0 | 41,407,163 | 1,271,280 | SH | SOLE | 1,271,280 | 0 | 0 | ||
| SIBANYE STILLWATER LTD | CALL | 82575P907 | 10,660,000 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | ||
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | BBG00RRGP4W4 | 40,407,316 | 3,790,555 | SH | SOLE | 3,790,555 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | BBG001S5WHW7 | 28,840,500 | 4,930,000 | SH | SOLE | 4,930,000 | 0 | 0 | ||
| TIDEWATER INC NEW | COM | 88642R109 | BBG00HBQ36G8 | 13,050,059 | 354,140 | SH | SOLE | 354,140 | 0 | 0 | ||
| TRIPLE FLAG PRECIOUS METAL | COM | 89679M104 | BBG00QRZMFT6 | 2,738,240 | 199,000 | SH | SOLE | 199,000 | 0 | 0 | ||
| VALARIS LIMITED | CL A | G9460G101 | BBG010JW9K58 | 56,211,830 | 831,290 | SH | SOLE | 831,290 | 0 | 0 | ||
| VANECK ETF TRUST | VANECK RUSSIA ET | 92189F403 | BBG001ST8DV2 | 21,504 | 687,020 | SH | SOLE | 687,020 | 0 | 0 | ||