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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NEXGEN ENERGY LTD | $408.3M | 35220809 | 16.04% |
| 2 | ELDORADO GOLD CORP NEW | $358.4M | 10440333 | 14.07% |
| 3 | EQUINOX GOLD CORP | $351.8M | 24331165 | 13.82% |
| 4 | TASEKO MINES LTD | $226.5M | 35110589 | 8.89% |
| 5 | CRH PLC | $194.5M | 1850331 | 7.64% |
| 6 | FLUTTER ENTMT PLC | $180.4M | 1769255 | 7.08% |
| 7 | AMCOR PLC | $174.9M | 4400214 | 6.87% |
| 8 | CENTERRA GOLD INC | $125.0M | 7051683 | 4.91% |
| 9 | NEWS CORP NEW | $120.7M | 4234968 | 4.74% |
| 10 | ZILLOW GROUP INC | $52.5M | 1269328 | 2.06% |
| 11 | ANTERIS TECHNOLOGIES GLOBAL | $43.2M | 7789000 | 1.70% |
| 12 | PROSHARES TR II | $43.2M | 5187995 | 1.70% |
| 13 | EAGLE MATLS INC | $40.6M | 214538 | 1.60% |
| 14 | TECK RESOURCES LTD | $32.8M | 634547 | 1.29% |
| 15 | HDFC BANK LTD | $31.6M | 1268890 | 1.24% |
| 16 | NU HLDGS LTD | $30.6M | 2130166 | 1.20% |
| 17 | IAMGOLD CORP | $28.4M | 1509742 | 1.12% |
| 18 | ISOENERGY LTD | $26.3M | 2485077 | 1.03% |
| 19 | BUILDERS FIRSTSOURCE INC | $24.1M | 292503 | 0.95% |
| 20 | CARNIVAL CORP | $18.5M | 715980 | 0.73% |
| 21 | NORWEGIAN CRUISE LINE HLDGS | $17.0M | 911342 | 0.67% |
| 22 | SOLARIS RES INC | $17.0M | 1967387 | 0.67% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.