The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 110 | 2,247 | SH | SOLE | 2,247 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 27,914 | 786,084 | SH | SOLE | 786,084 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 130 | 4,001 | SH | SOLE | 4,001 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 44,429 | 1,502,000 | SH | SOLE | 1,502,000 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 4,576 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 120 | 4,808 | SH | SOLE | 4,808 | 0 | 0 | ||
| TMC THE METALS COMPANY INC | COM | 87261Y106 | 6,855 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||