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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANTERO RESOURCES CORP COM 03674X106   34,470,734 1,188,646 SH   DFND 1 0 1,188,646 0
BARRICK GOLD CORP COM 067901108   2,662,516 160,007 SH   DFND 1 0 160,007 0
CAMECO CORP COM 13321L108   17,905,489 305,346 SH   DFND 1 0 305,346 0
CHENIERE ENERGY INC COM NEW 16411R208   3,274,790 20,305 SH   DFND 1 0 20,305 0
COMPASS MINERALS INTL INC COM 20451N101   17,155,829 1,089,951 SH   DFND 1 0 1,089,951 0
ENERGY VAULT HOLDINGS INC COM 29280W109   14,583,842 8,147,398 SH   DFND 1 0 8,147,398 0
ENTERPRISE PRODS PARTNERS L COM 293792107   27,056,805 927,238 SH   DFND 1 0 927,238 0
IVANHOE ELECTRIC INC COM 46578C108   52,343,799 5,341,204 SH   DFND 1 0 5,341,204 0
LINDE PLC SHS G54950103   26,272,619 56,583 SH   DFND 1 0 56,583 0
METALS ACQUISITION LIMITED ORD SHS G60409110   29,349,786 2,284,030 SH   DFND 1 0 2,284,030 0
NEWMONT CORP COM 651639106   2,661,980 74,274 SH   DFND 1 0 74,274 0
NUSCALE PWR CORP CL A COM 67079K100   4,336,661 816,697 SH   DFND 1 0 816,697 0
NUTRIEN LTD COM 67077M108   10,240,422 188,555 SH   DFND 1 0 188,555 0
RANGE RES CORP COM 75281A109   33,292,605 966,965 SH   DFND 1 0 966,965 0