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 |
AGNICO EAGLE MINES LTD | COM | 008474108 | 31,244,661 | 613,001 | SH | SOLE | 613,001 | 0 | 0 | ||
ARCH RESOURCES INC | CL A | 03940R107 | 34,010,542 | 258,714 | SH | SOLE | 258,714 | 0 | 0 | ||
CALLON PETE CO DEL | COM | 13123X508 | 28,304,251 | 846,419 | SH | SOLE | 846,419 | 0 | 0 | ||
CENTERRA GOLD INC | COM | 152006102 | 55,935,738 | 8,660,108 | SH | SOLE | 8,660,108 | 0 | 0 | ||
CHORD ENERGY CORPORATION | COM NEW | 674215207 | 78,175,680 | 580,800 | SH | SOLE | 580,800 | 0 | 0 | ||
ENETI INC | COM | Y2294C107 | 4,160,236 | 444,945 | SH | SOLE | 444,945 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 28,431,810 | 891,000 | SH | SOLE | 891,000 | 0 | 0 | ||
HARMONY GOLD MINING CO LTD | SPONSORED ADR | 413216300 | 34,220,101 | 8,346,366 | SH | SOLE | 8,346,366 | 0 | 0 | ||
RAYONIER ADVANCED MATLS INC | COM | 75508B104 | 39,027,113 | 6,224,420 | SH | SOLE | 6,224,420 | 0 | 0 | ||
SEADRILL 2021 LTD | COM | G7997W102 | 55,111,929 | 1,421,280 | SH | SOLE | 1,421,280 | 0 | 0 | ||
SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | 31,537,418 | 3,790,555 | SH | SOLE | 3,790,555 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 24,650,000 | 4,930,000 | SH | SOLE | 4,930,000 | 0 | 0 | ||
TRIPLE FLAG PRECIOUS METAL | COM | 89679M104 | 2,975,050 | 199,000 | SH | SOLE | 199,000 | 0 | 0 | ||
VALARIS LIMITED | CL A | G9460G101 | 53,823,487 | 827,290 | SH | SOLE | 827,290 | 0 | 0 | ||
VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 439,313 | 13,580 | SH | SOLE | 13,580 | 0 | 0 |