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 |
| ADECOAGRO S A | COM | L00849106 | 1,041,382 | 125,619 | SH | SOLE | 125,619 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 10,607,310 | 79,100 | SH | SOLE | 79,100 | 0 | 0 | ||
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 29,528,190 | 2,772,600 | SH | SOLE | 2,772,600 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 21,081,728 | 480,550 | SH | SOLE | 480,550 | 0 | 0 | ||
| SHELL PLC | SPON ADS | 780259305 | 17,859,520 | 313,600 | SH | SOLE | 313,600 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 16,394,970 | 433,500 | SH | SOLE | 433,500 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 15,831,127 | 105,569 | SH | SOLE | 105,569 | 0 | 0 | ||
| FREYR BATTERY | SHS | L4135L100 | 13,296,892 | 1,531,900 | SH | SOLE | 1,531,900 | 0 | 0 | ||