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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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106 75,034 2,036,752 SH   SOLE   2,036,752 0 0
DIDI GLOBAL INC SPONSORED ADS 23292E108 1,697 120,000 SH   SOLE   120,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 5,084 137,000 SH   SOLE   137,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 34,075 1,097,085 SH   SOLE   1,097,085 0 0
TECK RESOURCES LTD CL B 878742204 57,226 2,483,780 SH   SOLE   2,483,780 0 0