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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AGNICO EAGLE MINES LTD | COM | 008474108 | BBG001S77MK3 | 27,860,895 | 613,001 | SH | SOLE | 613,001 | 0 | 0 | ||
| ARCH RESOURCES INC | CL A | 03940R107 | BBG00DZB5DD0 | 42,863,478 | 251,163 | SH | SOLE | 251,163 | 0 | 0 | ||
| CALLON PETE CO DEL | COM | 13123X508 | BBG001SB5DH0 | 62,006,726 | 1,585,039 | SH | SOLE | 1,585,039 | 0 | 0 | ||
| CENTERRA GOLD INC | COM | 152006102 | BBG001SLVFY5 | 45,776,767 | 9,360,108 | SH | SOLE | 9,360,108 | 0 | 0 | ||
| CHORD ENERGY CORPORATION | COM NEW | 674215207 | BBG00Y7BLJF2 | 94,130,256 | 580,800 | SH | SOLE | 580,800 | 0 | 0 | ||
| ENETI INC | COM | Y2294C107 | BBG005KLVW22 | 4,485,046 | 444,945 | SH | SOLE | 444,945 | 0 | 0 | ||
| GATOS SILVER INC | COM | 368036109 | BBG001W4GFS2 | 29,396,060 | 5,674,915 | SH | SOLE | 5,674,915 | 0 | 0 | ||
| HARMONY GOLD MINING CO LTD | SPONSORED ADR | 413216300 | BBG001S64W80 | 19,928,000 | 5,300,000 | SH | SOLE | 5,300,000 | 0 | 0 | ||
| HUDBAY MINERALS INC | COM | 443628102 | BBG001SL27N7 | 22,402,000 | 4,600,000 | SH | SOLE | 4,600,000 | 0 | 0 | ||
| RAYONIER ADVANCED MATLS INC | COM | 75508B104 | BBG005XVML75 | 22,388,447 | 6,324,420 | SH | SOLE | 6,324,420 | 0 | 0 | ||
| SEADRILL 2021 LTD | COM | G7997W102 | BBG015K887C0 | 65,444,170 | 1,446,280 | SH | SOLE | 1,446,280 | 0 | 0 | ||
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | BBG00RRGP4W4 | 23,387,724 | 3,790,555 | SH | SOLE | 3,790,555 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | BBG001S5WHW7 | 65,983,500 | 10,230,000 | SH | SOLE | 10,230,000 | 0 | 0 | ||
| VALARIS LTD | CL A | G9460G101 | BBG010JW9K58 | 62,030,204 | 827,290 | SH | SOLE | 827,290 | 0 | 0 | ||