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Type	Result	AUM ($B)

CIK	Period
0002008506	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31

Sector	Form 13F Holdings	Value ($M)
	Ensco PLC	13.9
	Frontline Ltd /	6.5
	Pampa Energy Inc	5.7
	YPF Sociedad Anonima	5.3
	Central Puerto Sa	5.0
	Transocean Ltd	5.0
	LOMA Negra Compania Industrial Argentina Sociedad Anonima	4.8
	TechnipFMC PLC	4.8
	Sibanye Stillwater Ltd	4.7
	Sasol Ltd	4.5
	Tsakos Energy Navigation Ltd	4.4
	DHT Holdings Inc	4.3
	Cresud Inc	4.2
	BBVA Banco Frances Sa	4.1
	Noble Corp PLC	4.0
	International Seaways Inc	3.9
	LSB Industries Inc	3.8
	Macro Bank Inc	3.7
	Seadrill Ltd	3.7
	BORR Drilling Ltd	3.5
	Peabody Energy Corp	3.4
	Teekay Tankers Ltd	2.7
	EQT Corp	2.7
	Oceaneering International Inc	2.6
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