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 |
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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 |
ANTERO RESOURCES CORP | COM | 03674X106 | 115,024 | 6,115,062 | SH | SOLE | 6,115,062 | 0 | 0 | ||
CAMECO CORP | COM | 13321L108 | 18,733 | 680,716 | SH | SOLE | 680,716 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 9,666 | 98,970 | SH | SOLE | 98,970 | 0 | 0 | ||
HUDBAY MINERALS INC | COM | 443628102 | 154 | 19,510 | SH | SOLE | 19,510 | 0 | 0 | ||
LINDE PLC | SHS | G5494J103 | 10,013 | 34,131 | SH | SOLE | 34,131 | 0 | 0 | ||
NEWMONT CORP | COM | 651639106 | 9,078 | 167,191 | SH | SOLE | 167,191 | 0 | 0 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 9,381 | 119,469 | SH | SOLE | 119,469 | 0 | 0 | ||
PDC ENERGY INC | COM | 69327R101 | 31,445 | 663,534 | SH | SOLE | 663,534 | 0 | 0 | ||
RANGE RES CORP | COM | 75281A109 | 107,295 | 4,741,281 | SH | SOLE | 4,741,281 | 0 | 0 | ||
RIO TINTO PLC | SPONSORED ADR | 767204100 | 2,694 | 40,319 | SH | SOLE | 40,319 | 0 | 0 | ||
SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | 12,958 | 241,213 | SH | SOLE | 241,213 | 0 | 0 | ||
TURQUOISE HILL RES LTD | COM | 900435207 | 69,166 | 4,686,062 | SH | SOLE | 4,686,062 | 0 | 0 |