The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| TECK RESOURCES LTD | CL B | 878742204 | 11,027 | 360,700 | SH | SOLE | 360,700 | 0 | 0 | ||
| SHELL PLC | SPON ADS | 780259305 | 16,618 | 317,800 | SH | SOLE | 317,800 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 13,354 | 282,750 | SH | SOLE | 282,750 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 9,020 | 80,100 | SH | SOLE | 80,100 | 0 | 0 | ||
| ISHARES TR | IBOXX HI YD ETF | 464288513 | 10 | 9,566 | SH | SOLE | 9,566 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 15,108 | 113,569 | SH | SOLE | 113,569 | 0 | 0 | ||
| ANTERO RESOURCES CORP | COM | 03674X106 | 12,753 | 416,100 | SH | SOLE | 416,100 | 0 | 0 | ||