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 |
| ANTERO RESOURCES CORP | COM | 03674X106 | 4,536,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| ARCH RESOURCES INC | CL A | 03940R107 | 8,209,384 | 49,472 | SH | SOLE | 49,472 | 0 | 0 | |||
| BORR DRILLING LTD | SHS | G1466R173 | 5,152,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| CAMECO CORP | COM | 13321L108 | 5,137,520 | 119,200 | SH | SOLE | 119,200 | 0 | 0 | |||
| CENOVUS ENERGY INC | COM | 15135U109 | 3,496,500 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | |||
| ENCORE ENERGY CORP | COM NEW | 29259W700 | 2,738,031 | 696,700 | SH | SOLE | 696,700 | 0 | 0 | |||
| HELIX ENERGY SOLUTIONS GRP I | COM | 42330P107 | 3,244,625 | 315,625 | SH | SOLE | 315,625 | 0 | 0 | |||
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 2,501,400 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| IVANHOE ELECTRIC INC | COM | 46578C108 | 504,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| KINROSS GOLD CORP | COM | 496902404 | 2,420,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| KOSMOS ENERGY LTD | COM | 500688106 | 6,942,233 | 1,034,610 | SH | SOLE | 1,034,610 | 0 | 0 | |||
| LIFEZONE METALS LIMITED | ORD SHS | G5568L109 | 360,588 | 39,888 | SH | SOLE | 39,888 | 0 | 0 | |||
| NATIONAL ENERGY SERVICES REU | SHS | G6375R107 | 3,409,900 | 559,000 | SH | SOLE | 559,000 | 0 | 0 | |||
| NOBLE CORP PLC | ORD SHS A | G65431127 | 1,926,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| PAN AMERN SILVER CORP | COM | 697900108 | 6,532,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| SCORPIO TANKERS INC | SHS | Y7542C130 | 7,296,000 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | |||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 33,271,700 | 70,000 | SH | Put | SOLE | 70,000 | 0 | 0 | ||
| STANDARD LITHIUM LTD | COM | 853606101 | 1,212,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| TIDEWATER INC NEW | COM | 88642R109 | 9,811,936 | 136,069 | SH | SOLE | 136,069 | 0 | 0 | |||
| URANIUM ENERGY CORP | COM | 916896103 | 2,316,768 | 361,995 | SH | SOLE | 361,995 | 0 | 0 | |||
| WEATHERFORD INTL PLC | ORD SHS | G48833118 | 6,358,950 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | 1,973,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||