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
ANTERO RESOURCES CORP COM 03674X106 17,239 568,384 SH   SOLE   568,384 0 0
CAMECO CORP COM 13321L108 53,955 1,462,980 SH   SOLE   1,462,980 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,496 27,365 SH   SOLE   27,365 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109 22,076 4,189,012 SH   SOLE   4,189,012 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 33,164 1,391,106 SH   SOLE   1,391,106 0 0
IVANHOE ELECTRIC INC COM 46578C108 28,365 3,994,057 SH   SOLE   3,994,057 0 0
LINDE PLC SHS G5494J103 27,432 101,748 SH   SOLE   101,748 0 0
MOSAIC CO NEW COM 61945C103 3 63 SH   SOLE   63 0 0
NEWMONT CORP COM 651639106 19,634 470,165 SH   SOLE   470,165 0 0
NEXTERA ENERGY INC COM 65339F101 20,886 261,179 SH   SOLE   261,179 0 0
NUSCALE PWR CORP CL A COM 67079K100 15,103 1,222,945 SH   SOLE   1,222,945 0 0
NUTRIEN LTD COM 67077M108 2 22 SH   SOLE   22 0 0
RANGE RES CORP COM 75281A109 8,358 340,160 SH   SOLE   340,160 0 0
SHELL PLC SPON ADS 780259305 1 22 SH   SOLE   22 0 0
TURQUOISE HILL RES LTD COM 900435207 132,991 4,452,323 SH   SOLE   4,452,323 0 0