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Type	Result	AUM ($B)

CIK	Period
0002008506	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	6.1
	Comstock Resources Inc	5.4
	LOMA Negra Compania Industrial Argentina Sociedad Anonima	4.9
	Pampa Energy Inc	4.9
	BBVA Banco Frances Sa	4.6
	YPF Sociedad Anonima	4.0
	Central Puerto Sa	3.8
	Cresud Inc	3.7
	Macro Bank Inc	3.6
	Frontline Ltd /	3.1
	Sibanye Stillwater Ltd	3.0
	TechnipFMC PLC	2.8
	Chesapeake Energy Corp	2.8
	OYO Geospace Corp	2.8
	DHT Holdings Inc	2.7
	EQT Corp	2.6
	Antero Resources Corp	2.5
	Range Resources Corp	2.4
	Consol Energy Inc	2.4
	Israel Chemicals Ltd	2.2
	Intrepid Potash Inc	2.2
	Tsakos Energy Navigation Ltd	2.1
	Gulf Island Fabrication Inc	1.9
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