The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CENOVUS ENERGY INC COM 15135U109   34,809,000 2,050,000 SH   SOLE   2,050,000 0 0
SCHLUMBERGER LTD COM STK 806857108   24,952,960 508,000 SH   SOLE   508,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   25,442,550 315,000 SH   SOLE   315,000 0 0
AMAZON COM INC COM 023135106   39,108,000 300,000 SH   SOLE   300,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   12,000,000 300,000 SH   SOLE   300,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   12,966,000 300,000 SH   SOLE   300,000 0 0
TARGA RES CORP COM 87612G101   19,481,600 256,000 SH   SOLE   256,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   17,142,500 250,000 SH   SOLE   250,000 0 0
CAMECO CORP COM 13321L108   6,266,000 200,000 SH   SOLE   200,000 0 0
WASTE CONNECTIONS INC COM 94106B101   22,154,150 155,000 SH   SOLE   155,000 0 0
HESS CORP COM 42809H107   21,072,250 155,000 SH   SOLE   155,000 0 0
T-MOBILE US INC COM 872590104   20,835,000 150,000 SH   SOLE   150,000 0 0
EATON CORP PLC SHS G29183103   26,143,000 130,000 SH   SOLE   130,000 0 0
ECOLAB INC COM 278865100   23,336,250 125,000 SH   SOLE   125,000 0 0
STEEL DYNAMICS INC COM 858119100   13,071,600 120,000 SH   SOLE   120,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   14,646,150 102,600 SH   SOLE   102,600 0 0
MICROSOFT CORP COM 594918104   34,054,000 100,000 SH   SOLE   100,000 0 0
WESCO INTL INC COM 95082P105   15,041,040 84,000 SH   SOLE   84,000 0 0
NUCOR CORP COM 670346105   13,118,400 80,000 SH   SOLE   80,000 0 0
APPLIED MATLS INC COM 038222105   10,840,500 75,000 SH   SOLE   75,000 0 0
SHERWIN WILLIAMS CO COM 824348106   15,931,200 60,000 SH   SOLE   60,000 0 0
DANAHER CORPORATION COM 235851102   12,000,000 50,000 SH   SOLE   50,000 0 0
OSISKO DEVELOPMENT CORP COM NEW 68828E809   305,500 50,000 SH   SOLE   50,000 0 0
SANDSTORM GOLD LTD COM NEW 80013R206   256,000 50,000 SH   SOLE   50,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   11,726,000 50,000 SH   SOLE   50,000 0 0
SALESFORCE INC COM 79466L302   10,563,000 50,000 SH   SOLE   50,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   9,563,000 50,000 SH   SOLE   50,000 0 0
LINDE PLC SHS G54950103   16,195,900 42,500 SH   SOLE   42,500 0 0
DEERE & CO COM 244199105   12,763,485 31,500 SH   SOLE   31,500 0 0
PG&E CORP COM 69331C108   432,000 25,000 SH   SOLE   25,000 0 0
UNITED STATES STL CORP NEW COM 912909108   625,250 25,000 SH   SOLE   25,000 0 0
NEW FOUND GOLD CORP COM 64440N103   164,750 25,000 SH   SOLE   25,000 0 0
CSX CORP COM 126408103   682,000 20,000 SH   SOLE   20,000 0 0
CANADIAN NAT RES LTD COM 136385101   1,125,200 20,000 SH   SOLE   20,000 0 0
SERVICENOW INC COM 81762P102   11,239,400 20,000 SH   SOLE   20,000 0 0
FREYR BATTERY SHS L4135L100   140,250 15,000 SH   SOLE   15,000 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   394,050 15,000 SH   SOLE   15,000 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   230,550 15,000 SH   SOLE   15,000 0 0
TENARIS S A SPONSORED ADS 88031M109   359,400 12,000 SH   SOLE   12,000 0 0
TECK RESOURCES LTD CL B 878742204   421,000 10,000 SH   SOLE   10,000 0 0
CORTEVA INC COM 22052L104   401,100 7,000 SH   SOLE   7,000 0 0
DARLING INGREDIENTS INC COM 237266101   414,635 6,500 SH   SOLE   6,500 0 0
CONSTELLATION ENERGY CORP COM 21037T109   457,750 5,000 SH   SOLE   5,000 0 0
NEXTERA ENERGY INC COM 65339F101   371,000 5,000 SH   SOLE   5,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100   319,200 5,000 SH   SOLE   5,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   212,863 4,700 SH   SOLE   4,700 0 0
CHART INDS INC COM 16115Q308   559,265 3,500 SH   SOLE   3,500 0 0
JACOBS SOLUTIONS INC COM 46982L108   392,337 3,300 SH   SOLE   3,300 0 0
SOUTHERN COPPER CORP COM 84265V105   229,568 3,200 SH   SOLE   3,200 0 0
QUANTA SVCS INC COM 74762E102   550,060 2,800 SH   SOLE   2,800 0 0
CHENIERE ENERGY INC COM NEW 16411R208   380,900 2,500 SH   SOLE   2,500 0 0
DENBURY INC COM 24790A101   207,024 2,400 SH   SOLE   2,400 0 0
ENPHASE ENERGY INC COM 29355A107   334,960 2,000 SH   SOLE   2,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   543,180 2,000 SH   SOLE   2,000 0 0
UNION PAC CORP COM 907818108   409,240 2,000 SH   SOLE   2,000 0 0