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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| CANADIAN NAT RES LTD | COM | 136385101 | 9,314 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 9,832 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
| EURONAV NV | SHS | B38564108 | 8,036 | 522,162 | SH | SOLE | 522,162 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 15,298 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | ||
| FERGUSON PLC NEW | SHS | G3421J106 | 20,682 | 200,933 | SH | SOLE | 200,933 | 0 | 0 | ||
| FRANCO NEV CORP | COM | 351858105 | 11,470 | 96,000 | SH | SOLE | 96,000 | 0 | 0 | ||
| SWVL HOLDINGS CORP | *W EXP 03/31/202 | G86302117 | 34 | 1,117,050 | SH | SOLE | 1,117,050 | 0 | 0 | ||
| ROYAL GOLD INC | COM | 780287108 | 15,105 | 161,001 | SH | SOLE | 161,001 | 0 | 0 | ||
| SEABRIDGE GOLD INC | COM | 811916105 | 4,722 | 397,803 | SH | SOLE | 397,803 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 2,260 | 20,000 | SH | Put | SOLE | 20,000 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 560,773 | 1,570,000 | SH | Put | SOLE | 1,570,000 | 0 | 0 | |