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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 37,380,714 | 365,832 | SH | SOLE | 365,832 | 0 | 0 | ||
BP PLC | SPONSORED ADR | 055622104 | 64,884,419 | 1,710,185 | SH | SOLE | 1,710,185 | 0 | 0 | ||
CENOVUS ENERGY INC | COM | 15135U109 | 90,580,734 | 5,187,900 | SH | SOLE | 5,187,900 | 0 | 0 | ||
F45 TRAINING HLDGS INC | COM | 30322L101 | 6,277,891 | 5,411,975 | SH | SOLE | 5,411,975 | 0 | 0 | ||
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 73,474,747 | 2,882,493 | SH | SOLE | 2,882,493 | 0 | 0 | ||
HUDBAY MINERALS INC | COM | 443628102 | 83,986,297 | 11,845,740 | SH | SOLE | 11,845,740 | 0 | 0 | ||
NEXGEN ENERGY LTD | COM | 65340P106 | 58,210,760 | 11,215,946 | SH | SOLE | 11,215,946 | 0 | 0 | ||
PROSHARES TR II | ULSHT BLOOMB OIL | 74347Y797 | 67,343,598 | 2,544,148 | SH | SOLE | 2,544,148 | 0 | 0 | ||
TECK RESOURCES LTD | CL B | 878742204 | 96,046,173 | 2,631,402 | SH | SOLE | 2,631,402 | 0 | 0 | ||
TOTALENERGIES SE | SPONSORED ADS | 89151E109 | 63,845,214 | 1,081,206 | SH | SOLE | 1,081,206 | 0 | 0 | ||
WARRIOR MET COAL INC | COM | 93627C101 | 76,037,203 | 2,071,294 | SH | SOLE | 2,071,294 | 0 | 0 |