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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 39,398,616 | 214,800 | SH | SOLE | 214,800 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 53,542,811 | 277,065 | SH | SOLE | 277,065 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 12,521,676 | 750,700 | SH | SOLE | 750,700 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 35,321,660 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| EQUINOX GOLD CORP | COM | 29446Y502 | 13,045,302 | 2,499,100 | SH | SOLE | 2,499,100 | 0 | 0 | ||
| JPMORGAN CHASE & CO. | COM | 46625H100 | 27,507,360 | 136,000 | SH | SOLE | 136,000 | 0 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 12,774,537 | 305,100 | SH | SOLE | 305,100 | 0 | 0 | ||
| SHELL PLC | SPON ADS | 780259305 | 17,931,244 | 248,424 | SH | SOLE | 248,424 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 33,319,377 | 191,700 | SH | SOLE | 191,700 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 40,148,343 | 838,170 | SH | SOLE | 838,170 | 0 | 0 | ||
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | 11,932,596 | 283,300 | SH | SOLE | 283,300 | 0 | 0 | ||
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 | 13,307,448 | 292,600 | SH | SOLE | 292,600 | 0 | 0 | ||
| FREYR BATTERY INC | COM NEW | 35834F104 | 2,917,056 | 1,715,915 | SH | SOLE | 3,270,015 | 0 | 0 | ||