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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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANTERO RESOURCES CORP COM 03674X106   22,360,803 878,617 SH   DFND 1 0 878,617 0
CAMECO CORP COM 13321L108   48,390,843 871,593 SH   DFND 1 0 871,593 0
CHENIERE ENERGY INC COM NEW 16411R208   4,615,610 27,321 SH   DFND 1 0 27,321 0
ENERGY VAULT HOLDINGS INC COM 29280W109   17,879,259 7,094,944 SH   DFND 1 0 7,094,944 0
ENTERPRISE PRODS PARTNERS L COM 293792107   59,760,382 2,179,445 SH   DFND 1 0 2,179,445 0
IVANHOE ELECTRIC INC COM 46578C108   53,803,242 4,548,034 SH   DFND 1 0 4,548,034 0
IVANHOE ELECTRIC INC COM 46578C108   16,354,502 1,382,460 SH   DFND 1 0 1,382,460 0
LINDE PLC SHS G54950103   32,890,650 88,063 SH   DFND 1 0 88,063 0
METALS ACQUISITION LIMITED ORD SHS G60409110   944,928 78,744 SH   DFND 1 0 78,744 0
METALS ACQUISITION LIMITED ORD SHS G60409110   1,080,000 90,000 SH   DFND 1 0 90,000 0
METALS ACQUISITION LIMITED ORD SHS G60409110   24,000,000 2,000,000 SH   DFND 1 0 2,000,000 0
NEWMONT CORP COM 651639106   18,244,200 492,687 SH   DFND 1 0 492,687 0
NUSCALE PWR CORP CL A COM 67079K100   9,716,005 1,920,159 SH   DFND 1 0 1,920,159 0
NUSCALE PWR CORP CL A COM 67079K100   3,974,969 785,567 SH   DFND 1 0 785,567 0
NUTRIEN LTD COM 67077M108   9,429,104 149,811 SH   DFND 1 0 149,811 0
RANGE RES CORP COM 75281A109   16,836,583 513,467 SH   DFND 1 0 513,467 0