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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
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
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 24,517 296,024 SH   SOLE 296,024 0 0
CANADIAN NAT RES LTD COM 136385101 67,452 1,859,203 SH   SOLE 1,859,203 0 0
CENOVUS ENERGY INC COM 15135U109 92,306 9,635,277 SH   SOLE 9,635,277 0 0
DARIOHEALTH CORP COM NEW 23725P209 11,005 515,222 SH   SOLE 515,222 0 0
HUDBAY MINERALS INC COM 443628102 79,092 9,586,957 SH   SOLE 9,586,957 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 16,059 164,860 SH   SOLE 164,860 0 0
NEXGEN ENERGY LTD COM 65340P106 47,595 9,332,315 SH   SOLE 9,332,315 0 0
PALO ALTO NETWORKS INC COM 697435105 22,606 60,925 SH   SOLE 60,925 0 0
TECK RESOURCES LTD CL B 878742204 89,628 3,890,090 SH   SOLE 3,890,090 0 0
WARRIOR MET COAL INC COM 93627C101 34,027 1,978,333 SH   SOLE 1,978,333 0 0