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 | 81,104 | 4,634,506 | SH | SOLE | 4,634,506 | 0 | 0 | ||
CAMECO CORP | COM | 13321L108 | 18,364 | 842,004 | SH | SOLE | 842,004 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 13,239 | 130,540 | SH | SOLE | 130,540 | 0 | 0 | ||
HUDBAY MINERALS INC | COM | 443628102 | 3,214 | 443,910 | SH | SOLE | 443,910 | 0 | 0 | ||
LINDE PLC | SHS | G5494J103 | 13,627 | 39,336 | SH | SOLE | 39,336 | 0 | 0 | ||
NEWMONT CORP | COM | 651639106 | 10,369 | 167,191 | SH | SOLE | 167,191 | 0 | 0 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 13,700 | 146,739 | SH | SOLE | 146,739 | 0 | 0 | ||
PDC ENERGY INC | COM | 69327R101 | 23,846 | 488,843 | SH | SOLE | 488,843 | 0 | 0 | ||
RANGE RES CORP | COM | 75281A109 | 65,481 | 3,672,527 | SH | SOLE | 3,672,527 | 0 | 0 | ||
RIO TINTO PLC | SPONSORED ADR | 767204100 | 2,699 | 40,319 | SH | SOLE | 40,319 | 0 | 0 | ||
SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | 16,329 | 323,791 | SH | SOLE | 323,791 | 0 | 0 | ||
TURQUOISE HILL RES LTD | COM | 900435207 | 80,724 | 4,907,212 | SH | SOLE | 4,907,212 | 0 | 0 |