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 |
ALCOA CORP | COM | 013872106 | 72,658,465 | 2,187,849 | SH | SOLE | 2,187,849 | 0 | 0 | ||
CENOVUS ENERGY INC | COM | 15135U109 | 192,683,699 | 9,711,880 | SH | SOLE | 9,711,880 | 0 | 0 | ||
CRH PLC | ORD | G25508105 | 122,677,853 | 1,426,155 | SH | SOLE | 1,426,155 | 0 | 0 | ||
FLUTTER ENTMT PLC | SHS | G3643J108 | 74,844,520 | 477,477 | SH | SOLE | 477,477 | 0 | 0 | ||
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 59,460,018 | 2,044,002 | SH | SOLE | 2,044,002 | 0 | 0 | ||
HUDBAY MINERALS INC | COM | 443628102 | 149,052,552 | 15,890,464 | SH | SOLE | 15,890,464 | 0 | 0 | ||
NEXGEN ENERGY LTD | COM | 65340P106 | 251,188,923 | 24,083,310 | SH | SOLE | 24,083,310 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 88,885,816 | 650,273 | SH | SOLE | 650,273 | 0 | 0 | ||
TECK RESOURCES LTD | CL B | 878742204 | 133,959,426 | 3,050,078 | SH | SOLE | 3,050,078 | 0 | 0 | ||
WESCO INTL INC | COM | 95082P105 | 58,820,409 | 344,281 | SH | SOLE | 344,281 | 0 | 0 |