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
Estimated average burden
hours per response: 23.8
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 Stock 008474108 5,512 90,000 SH   SOLE NONE 90,000 0 0
BROOKFIELD BUSINESS-CL A Stock 11259V106 3,261 100,000 SH   SOLE NONE 100,000 0 0
BROOKFIELD RENEWABLE COR-A Stock 11284V105 16,662 380,400 SH   SOLE NONE 380,400 0 0
BROOKFIELD INFRASTRUCTURE PA Stock G16252101 5,934 89,600 SH   SOLE NONE 89,600 0 0
B2GOLD CORP Stock 11777Q209 7,385 1,606,000 SH   SOLE NONE 1,606,000 0 0
CAE INC Stock 124765108 6,259 240,000 SH   SOLE NONE 240,000 0 0
CAMECO CORP Stock 13321L108 5,542 190,000 SH   SOLE NONE 190,000 0 0
CANADIAN NATL RAILWAY CO Stock 136375102 7,389 55,000 SH   SOLE NONE 55,000 0 0
CRESCENT POINT ENERGY CORP Stock 22576C101 10,875 1,500,000 SH Call SOLE NONE 1,500,000 0 0
CENOVUS ENERGY INC Stock 15135U109 8,340 500,000 SH Call SOLE NONE 500,000 0 0
CENOVUS ENERGY INC Stock 15135U109 384 23,000 SH   SOLE NONE 23,000 0 0
BRP INC/CA- SUB VOTING Stock 05577W200 2,045 25,000 SH   SOLE NONE 25,000 0 0
ENBRIDGE INC Stock 29250N105 6,914 150,000 SH   SOLE NONE 150,000 0 0
EPIZYME INC Stock 29428V104 288 250,000 SH   SOLE NONE 250,000 0 0
ENERPLUS CORP Stock 292766102 4,445 350,000 SH   SOLE NONE 350,000 0 0
ERO COPPER CORP Stock 296006109 6,121 418,100 SH   SOLE NONE 418,100 0 0
GFL ENVIRONMENTAL INC-SUB VT Stock 36168Q104 6,593 202,608 SH   SOLE NONE 202,608 0 0
GOGO INC Stock 38046C109 953 50,000 SH   SOLE NONE 50,000 0 0
GRAN TIERRA ENERGY INC Stock 38500T101 3,140 2,000,000 SH   SOLE NONE 2,000,000 0 0
LITHIUM AMERICAS CORP Stock 53680Q207 4,615 120,000 SH   SOLE NONE 120,000 0 0
LIGHTSPEED COMMERCE INC Stock 53229C107 8,105 266,000 SH   SOLE NONE 266,000 0 0
MAGNA INTERNATIONAL INC Stock 559222401 5,380 83,659 SH   SOLE NONE 83,659 0 0
NORTHERN GENESIS ACQ -CW27 Warrant 66516W115 2,681 275,000 SH   SOLE NONE 275,000 0 0
NORTHERN GENESIS ACQUISITI-A Stock 66516W107 10,725 1,100,000 SH   SOLE NONE 1,100,000 0 0
NUTRIEN LTD Stock 67077M108 7,279 70,000 SH Call SOLE NONE 70,000 0 0
NUTRIEN LTD Stock 67077M108 6,759 65,000 SH   SOLE NONE 65,000 0 0
RESTAURANT BRANDS INTERNATIONAL INC Stock 76131D103 10,802 185,000 SH Call SOLE NONE 185,000 0 0
TRANSALTA RENEWABLES INC Stock 893463109 2,961 200,000 SH   SOLE NONE 200,000 0 0
SHOPIFY INC - CLASS A Stock 82509L107 5,746 8,500 SH Call SOLE NONE 8,500 0 0
SHOPIFY INC - CLASS A Stock 82509L107 1,825 2,700 SH   SOLE NONE 2,700 0 0
SHAW COMMUNICATIONS INC-B Stock 82028K200 8,893 286,100 SH   SOLE NONE 286,100 0 0
STANDARD LITHIUM LTD Stock 853606101 2,200 250,000 SH   SOLE NONE 250,000 0 0
SSR MINING INC Stock 784730103 5,220 240,000 SH   SOLE NONE 240,000 0 0
STARRY GROUP HOLDINGS INC-A Stock 85572U102 306 37,074 SH   SOLE NONE 37,074 0 0
SUNCOR ENERGY INC Stock 867224107 7,495 230,000 SH   SOLE NONE 230,000 0 0
TRANSALTA CORP Stock 89346D107 9,352 902,100 SH   SOLE NONE 902,100 0 0
TECK RESOURCES LTD-CLS B Stock 878742204 7,270 180,000 SH   SOLE NONE 180,000 0 0
TC ENERGY CORP Stock 87807B107 6,968 123,500 SH   SOLE NONE 123,500 0 0