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
BRF SA SPONSORED ADR 10552T107 52 935 SH   SOLE   935 0 0
FREEPORT-MCMORAN INC CL B 35671D857 99 4,517 SH   SOLE   4,517 0 0
NEXTERA ENERGY INC COM 65339F101 225 14,600 SH   SOLE   14,600 0 0
Newmont CORP COM 651639106 205 10,380 SH   SOLE   10,380 0 0
Vale S A ADR 91912E105 86 17,760 SH   SOLE   17,760 0 0