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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
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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   14,483,294 641,990 SH   SOLE   641,990 0 0
CAMECO CORP COM 13321L108   68,678,975 1,934,619 SH   SOLE   1,934,619 0 0
CHENIERE ENERGY INC COM NEW 16411R208   4,286,392 27,321 SH   SOLE   27,321 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109   8,833,322 4,330,060 SH   SOLE   4,330,060 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   35,187,066 1,366,488 SH   SOLE   1,366,488 0 0
IVANHOE ELECTRIC INC COM 46578C108   47,499,647 3,932,090 SH   SOLE   3,932,090 0 0
LINDE PLC SHS G54950103   35,743,181 101,676 SH   SOLE   101,676 0 0
NEWMONT CORP COM 651639106   22,613,262 463,007 SH   SOLE   463,007 0 0
NEXTERA ENERGY INC COM 65339F101   23,719,387 309,693 SH   SOLE   309,693 0 0
NUSCALE PWR CORP CL A COM 67079K100   9,790,810 1,108,812 SH   SOLE   1,108,812 0 0
RANGE RES CORP COM 75281A109   9,695,074 385,490 SH   SOLE   385,490 0 0