Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CF	CF INDS HLDGS INC	70,643	$3.074M	2.6%	$36.19	+8.5%	COM	125269100
DE	DEERE & CO	20,404	$3.044M	2.6%	$126.48	+4.2%	COM	244199105
TSN	TYSON FOODS INC	55,229	$2.949M	2.5%	$50.61	-5.1%	CL A	902494103
SQM	SOCIEDAD QUIMICA MINERA DE C	76,103	$2.915M	2.4%	$37.88	—	SPON ADR SER B	833635105
PPC	PILGRIMS PRIDE CORP NEW	180,572	$2.801M	2.4%	$19.93	-10.1%	COM	72147K108
AGCO	AGCO CORP	50,256	$2.798M	2.3%	$52.50	-11.4%	COM	001084102
—	BUNGE LIMITED	45,912	$2.454M	2.1%	$72.74	—	COM	G16962105
TECK	TECK RESOURCES LTD	110,961	$2.39M	2.0%	$21.71	-0.1%	CL B	878742204
INGR	INGREDION INC	26,039	$2.38M	2.0%	$109.20	-8.4%	COM	457187102
HBM	HUDBAY MINERALS INC	465,700	$2.205M	1.9%	$5.27	-10.8%	COM	443628102
RIO	RIO TINTO PLC	44,245	$2.145M	1.8%	$51.20	—	SPONSORED ADR	767204100
MPC	MARATHON PETE CORP	33,701	$1.989M	1.7%	$33.16	+63.6%	COM	56585A102
FMC	F M C CORP	23,800	$1.76M	1.5%	$61.18	-6.1%	COM NEW	302491303
—	AQUA AMERICA INC	48,371	$1.654M	1.4%	$34.81	—	COM	03836W103
VLO	VALERO ENERGY CORP NEW	21,859	$1.639M	1.4%	$33.39	+96.3%	COM	91913Y100
—	CARRIZO OIL & GAS INC	142,665	$1.611M	1.4%	$15.97	—	COM	144577103
—	REXNORD CORP NEW	69,015	$1.584M	1.3%	$29.95	—	COM	76169B102
PNR	PENTAIR PLC	41,485	$1.567M	1.3%	$36.44	0.0%	SHS	G7S00T104
SCCO	SOUTHERN COPPER CORP	50,724	$1.561M	1.3%	$29.24	-13.6%	COM	84265V105
—	HOLLYFRONTIER CORP	30,472	$1.558M	1.3%	$46.20	—	COM	436106108
—	CNOOC LTD	10,174	$1.551M	1.3%	$172.04	—	SPONSORED ADR	126132109
CNH	CNH INDL N V	165,469	$1.524M	1.3%	$9.41	-17.9%	SHS	N20944109
—	CONTINENTAL RESOURCES INC	37,180	$1.494M	1.3%	$57.35	—	COM	212015101
CALM	CAL MAINE FOODS INC	34,589	$1.463M	1.2%	$33.23	+7.1%	COM NEW	128030202
SBS	COMPANHIA DE SANEAMENTO BASI	181,023	$1.461M	1.2%	$5.47	—	SPONSORED ADR	20441A102
—	BRF SA	251,780	$1.43M	1.2%	$7.12	—	SPONSORED ADR	10552T107
NTR	NUTRIEN LTD	28,729	$1.35M	1.1%	$39.92	+2.4%	COM	67077M108
AWK	AMERICAN WTR WKS CO INC NEW	14,756	$1.339M	1.1%	$75.15	+6.3%	COM	030420103
DAR	DARLING INGREDIENTS INC	64,262	$1.236M	1.0%	$18.16	+11.7%	COM	237266101
HCC	WARRIOR MET COAL INC	51,184	$1.234M	1.0%	$25.54	0.0%	COM	93627C101
MOS	MOSAIC CO NEW	41,828	$1.222M	1.0%	$24.15	+20.2%	COM	61945C103
EOG	EOG RES INC	13,624	$1.188M	1.0%	$82.86	-2.7%	COM	26875P101
FCX	FREEPORT-MCMORAN INC	110,698	$1.141M	1.0%	$14.69	-27.4%	CL B	35671D857
ADM	ARCHER DANIELS MIDLAND CO	27,859	$1.141M	1.0%	$32.42	+16.4%	COM	039483102
—	SANDERSON FARMS INC	11,414	$1.133M	1.0%	$103.37	—	COM	800013104
CMP	COMPASS MINERALS INTL INC	26,936	$1.123M	0.9%	$53.41	-18.6%	COM	20451N101
—	OASIS PETE INC NEW	198,504	$1.098M	0.9%	$5.68	—	COM	674215108
RYN	RAYONIER INC	39,528	$1.095M	0.9%	$31.91	—	COM	754907103
—	APACHE CORP	38,564	$1.012M	0.8%	$51.75	—	COM	037411105
PSX	PHILLIPS 66	11,568	$997K	0.8%	$43.93	+66.8%	COM	718546104
CVX	CHEVRON CORP NEW	8,388	$913K	0.8%	$80.05	+5.9%	COM	166764100
WY	WEYERHAEUSER CO	41,681	$911K	0.8%	$22.53	-10.7%	COM	962166104
PCH	POTLATCHDELTIC CORPORATION	28,358	$897K	0.8%	$39.91	—	COM	737630103
—	PDC ENERGY INC	29,940	$891K	0.7%	$56.44	—	COM	69327R101
—	TOTAL S A	16,618	$867K	0.7%	$64.39	—	SPONSORED ADR	89151E109
—	HESS CORP	19,775	$801K	0.7%	$44.06	—	COM	42809H107
—	NOBLE ENERGY INC	42,004	$788K	0.7%	$36.39	—	COM	655044105
—	NEWFIELD EXPL CO	50,159	$735K	0.6%	$29.01	—	COM	651290108
—	SRC ENERGY INC	153,094	$720K	0.6%	$8.46	—	COM	78470V108
FTI	TECHNIPFMC PLC	36,423	$714K	0.6%	$21.31	-18.3%	COM	G87110105
DVN	DEVON ENERGY CORP NEW	31,497	$710K	0.6%	$29.70	-26.0%	COM	25179M103
—	WILDHORSE RESOURCE DEV CORP	49,282	$695K	0.6%	$22.80	—	COM	96812T102
BP	BP PLC	17,984	$682K	0.6%	$38.27	—	SPONSORED ADR	055622104
NVRI	HARSCO CORP	33,439	$664K	0.6%	$14.19	+74.9%	COM	415864107
TX	TERNIUM SA	24,260	$657K	0.6%	$23.80	—	SPON ADR	880890108
RES	RPC INC	66,409	$655K	0.6%	$15.53	-21.4%	COM	749660106
OII	OCEANEERING INTL INC	53,237	$644K	0.5%	$32.50	-42.1%	COM	675232102
CWT	CALIFORNIA WTR SVC GROUP	13,497	$643K	0.5%	$35.36	+8.5%	COM	130788102
WTI	W & T OFFSHORE INC	154,246	$635K	0.5%	$6.90	-7.4%	COM	92922P106
AWR	AMERICAN STS WTR CO	9,396	$630K	0.5%	$36.70	+53.0%	COM	029899101
CCJ	CAMECO CORP	55,075	$625K	0.5%	$11.70	-3.7%	COM	13321L108
GFI	GOLD FIELDS LTD NEW	159,118	$560K	0.5%	$3.65	—	SPONSORED ADR	38059T106
ARLP	ALLIANCE RES PARTNER L P	31,636	$549K	0.5%	$20.15	—	UT LTD PART	01877R108
IAG	IAMGOLD CORP	144,361	$531K	0.4%	$5.40	-35.1%	COM	450913108
—	SCHNITZER STL INDS	23,643	$510K	0.4%	$26.69	—	CL A	806882106
MTDR	MATADOR RES CO	32,710	$508K	0.4%	$27.41	-8.3%	COM	576485205
FDP	FRESH DEL MONTE PRODUCE INC	17,942	$507K	0.4%	$37.09	-27.8%	ORD	G36738105
PTEN	PATTERSON UTI ENERGY INC	46,524	$482K	0.4%	$17.32	-14.9%	COM	703481101
—	PIONEER NAT RES CO	3,638	$478K	0.4%	$168.60	—	COM	723787107
—	ROWAN COMPANIES PLC	56,426	$473K	0.4%	$16.38	—	SHS CL A	G7665A101
AR	ANTERO RES CORP	49,156	$462K	0.4%	$21.22	-30.3%	COM	03674X106
—	ENERPLUS CORP	59,162	$459K	0.4%	$11.25	—	COM	292766102
KOS	KOSMOS ENERGY LTD	111,583	$454K	0.4%	$5.90	0.0%	COM	500688106
SLB	SCHLUMBERGER LTD	12,421	$448K	0.4%	$56.69	-29.1%	COM	806857108
—	VEDANTA LTD	38,729	$447K	0.4%	$14.30	—	SPONSORED ADR	92242Y100
KGC	KINROSS GOLD CORP	136,733	$443K	0.4%	$3.74	-25.2%	COM NO PAR	496902404
HAL	HALLIBURTON CO	16,651	$443K	0.4%	$35.57	-18.1%	COM	406216101
NEM	NEWMONT MINING CORP	12,780	$443K	0.4%	$31.35	-16.9%	COM	651639106
CRS	CARPENTER TECHNOLOGY CORP	12,392	$441K	0.4%	$35.71	+11.3%	COM	144285103
—	UNITED STATES STL CORP NEW	24,069	$439K	0.4%	$34.96	—	COM	912909108
YPF	YPF SOCIEDAD ANONIMA	32,606	$437K	0.4%	$14.35	—	SPON ADR CL D	984245100
CSIQ	CANADIAN SOLAR INC	30,426	$436K	0.4%	$13.36	+12.8%	COM	136635109
AEM	AGNICO EAGLE MINES LTD	10,473	$423K	0.4%	$36.33	-13.0%	COM	008474108
XOM	EXXON MOBIL CORP	6,126	$418K	0.4%	$56.71	-0.6%	COM	30231G102
HTO	SJW GROUP	7,406	$412K	0.3%	$59.31	0.0%	COM	784305104
COP	CONOCOPHILLIPS	6,384	$398K	0.3%	$35.76	+49.3%	COM	20825C104
PKX	POSCO	7,221	$397K	0.3%	$57.03	—	SPONSORED ADR	693483109
—	CORE LABORATORIES N V	6,577	$392K	0.3%	$118.52	—	COM	N22717107
AGRO	ADECOAGRO S A	56,045	$390K	0.3%	$8.78	-25.9%	COM	L00849106
WPM	WHEATON PRECIOUS METALS CORP	19,813	$387K	0.3%	$18.43	-15.1%	COM	962879102
ANDE	ANDERSONS INC	12,700	$380K	0.3%	$22.96	+23.7%	COM	034164103
—	GULFPORT ENERGY CORP	57,431	$376K	0.3%	$11.87	—	COM NEW	402635304
OIS	OIL STS INTL INC	25,953	$371K	0.3%	$30.13	-23.7%	COM	678026105
—	QEP RES INC	65,774	$370K	0.3%	$11.81	—	COM	74733V100
—	NABORS INDUSTRIES LTD	184,079	$368K	0.3%	$6.29	—	SHS	G6359F103
BKR	BAKER HUGHES A GE CO	17,085	$367K	0.3%	$26.79	-22.4%	CL A	05722G100
MUR	MURPHY OIL CORP	15,378	$360K	0.3%	$22.43	+5.3%	COM	626717102
VALE	VALE S A	26,727	$353K	0.3%	$12.31	—	ADR	91912E105
CLF	CLEVELAND CLIFFS INC	45,579	$351K	0.3%	$7.01	+35.1%	COM	185899101
BHP	BHP GROUP LIMITED	6,952	$336K	0.3%	$48.94	—	SPONSORED ADS	088606108
—	AK STL HLDG CORP	148,837	$335K	0.3%	$5.78	—	COM	001547108
—	CRESCENT PT ENERGY CORP	107,500	$326K	0.3%	$7.52	—	COM	22576C101
PAAS	PAN AMERICAN SILVER CORP	22,077	$322K	0.3%	$14.96	-4.4%	COM	697900108
SU	SUNCOR ENERGY INC NEW	11,010	$308K	0.3%	$28.96	-13.5%	COM	867224107
HLX	HELIX ENERGY SOLUTIONS GRP I	56,892	$308K	0.3%	$8.83	-7.7%	COM	42330P107
VET	VERMILION ENERGY INC	14,611	$308K	0.3%	$36.51	-28.9%	COM	923725105
E	ENI S P A	9,583	$302K	0.3%	$32.63	—	SPONSORED ADR	26874R108
ERII	ENERGY RECOVERY INC	44,505	$300K	0.3%	$10.78	-27.0%	COM	29270J100
—	SUPERIOR ENERGY SVCS INC	89,461	$300K	0.3%	$12.45	—	COM	868157108
AA	ALCOA CORP	11,183	$297K	0.2%	$47.24	-32.0%	COM	013872106
—	DIAMOND OFFSHORE DRILLING IN	30,789	$291K	0.2%	$20.62	—	COM	25271C102
—	LAREDO PETROLEUM INC	78,646	$285K	0.2%	$9.59	—	COM	516806106
—	PARSLEY ENERGY INC	17,736	$283K	0.2%	$25.34	—	CL A	701877102
EPD	ENTERPRISE PRODS PARTNERS L	11,457	$282K	0.2%	$52.99	—	COM	293792107
—	EVOQUA WATER TECHNOLOGIES CO	29,396	$282K	0.2%	$9.59	—	COM	30057T105
FNV	FRANCO NEVADA CORP	3,830	$268K	0.2%	$67.52	-7.5%	COM	351858105
—	WPX ENERGY INC	22,736	$258K	0.2%	$12.26	—	COM	98212B103
—	VIPER ENERGY PARTNERS LP	9,872	$257K	0.2%	$31.89	—	COM UNT RP INT	92763M105
—	KIRKLAND LAKE GOLD LTD	9,700	$253K	0.2%	$16.46	—	COM	49741E100
HP	HELMERICH & PAYNE INC	5,279	$253K	0.2%	$68.40	-10.2%	COM	423452101
—	RANDGOLD RES LTD	3,033	$251K	0.2%	$82.73	—	ADR	752344309
—	CIMAREX ENERGY CO	4,031	$249K	0.2%	$101.72	—	COM	171798101
—	FRANKS INTL N V	46,958	$245K	0.2%	$13.13	—	COM	N33462107
—	C&J ENERGY SVCS INC NEW	17,852	$241K	0.2%	$27.64	—	COM	12674R100
—	HALCON RES CORP	140,794	$239K	0.2%	$6.23	—	COM PAR NEW	40537Q605
BVN	COMPANIA DE MINAS BUENAVENTU	14,488	$235K	0.2%	$14.08	—	SPONSORED ADR	204448104
PUMP	PROPETRO HLDG CORP	19,098	$235K	0.2%	$16.95	-2.9%	COM	74347M108
RRC	RANGE RES CORP	24,414	$234K	0.2%	$30.03	-49.4%	COM	75281A109
AGI	ALAMOS GOLD INC NEW	61,999	$223K	0.2%	$5.72	-35.5%	COM CL A	011532108
—	ROYAL DUTCH SHELL PLC	3,809	$222K	0.2%	$58.94	—	SPONS ADR A	780259206
—	CALLON PETE CO DEL	33,766	$219K	0.2%	$13.38	—	COM	13123X102
—	ISRAEL CHEMICALS LTD	37,747	$214K	0.2%	$5.64	—	SHS	M5920A109
—	CENTENNIAL RESOURCE DEV INC	19,447	$214K	0.2%	$19.41	—	CL A	15136A102
—	GOLDCORP INC NEW	21,468	$210K	0.2%	$13.86	—	COM	380956409
—	ANADARKO PETE CORP	4,625	$203K	0.2%	$67.42	—	COM	032511107
FSLR	FIRST SOLAR INC	4,700	$200K	0.2%	$34.59	+26.9%	COM	336433107
HL	HECLA MNG CO	83,971	$198K	0.2%	$3.99	-38.2%	COM	422704106
FANG	DIAMONDBACK ENERGY INC	2,139	$198K	0.2%	$98.81	-12.3%	COM	25278X109
TPICQ	TPI COMPOSITES INC	7,957	$196K	0.2%	$28.38	-10.4%	COM	87266J104
—	U S SILICA HLDGS INC	19,068	$194K	0.2%	$28.20	—	COM	90346E103
CNX	CNX RESOURCES CORPORATION	16,884	$193K	0.2%	$13.91	-0.9%	COM	12653C108
—	MARATHON OIL CORP	12,719	$182K	0.2%	$22.82	—	COM	565849106
CTRA	CABOT OIL & GAS CORP	8,112	$181K	0.2%	$18.01	-0.6%	COM	127097103
—	ENCANA CORP	31,239	$181K	0.2%	$12.99	—	COM	292505104
—	EXTRACTION OIL AND GAS INC	41,883	$180K	0.2%	$12.87	—	COM	30227M105
—	TAHOE RES INC	49,000	$178K	0.1%	$7.49	—	COM	873868103
EQT	EQT CORP	8,952	$169K	0.1%	$32.01	-41.3%	COM	26884L109
—	SANDSTORM GOLD LTD	36,492	$168K	0.1%	$4.43	—	COM NEW	80013R206
—	TELLURIAN INC NEW	23,937	$166K	0.1%	$6.93	—	COM	87968A104
—	DEAN FOODS CO NEW	42,948	$164K	0.1%	$3.82	—	COM NEW	242370203
RIG	TRANSOCEAN LTD	23,489	$163K	0.1%	$19.67	-48.2%	REG SHS	H8817H100
PBR	PETROLEO BRASILEIRO SA PETRO	12,458	$162K	0.1%	$10.38	—	SPONSORED ADR	71654V408
CVE	CENOVUS ENERGY INC	22,650	$159K	0.1%	$11.77	-38.8%	COM	15135U109
—	CALIFORNIA RES CORP	9,252	$158K	0.1%	$15.07	—	COM NEW	13057Q206
BTG	B2GOLD CORP	52,500	$154K	0.1%	$2.06	+1.0%	COM	11777Q209
CENX	CENTURY ALUM CO	20,835	$152K	0.1%	$12.14	-25.4%	COM	156431108
—	FORTUNA SILVER MINES INC	41,060	$149K	0.1%	$5.13	—	COM	349915108
SXC	SUNCOKE ENERGY INC	17,185	$147K	0.1%	$12.28	-16.6%	COM	86722A103
—	JAGGED PEAK ENERGY INC	16,009	$146K	0.1%	$15.77	—	COM	47009K107
—	NOBLE CORP PLC	55,076	$144K	0.1%	$5.22	—	SHS USD	G65431101
—	BONANZA CREEK ENERGY INC	6,854	$142K	0.1%	$35.38	—	COM NEW	097793400
CNQ	CANADIAN NAT RES LTD	5,900	$142K	0.1%	$11.72	-19.5%	COM	136385101
EC	ECOPETROL S A	8,844	$140K	0.1%	$13.28	—	SPONSORED ADS	279158109
—	MCDERMOTT INTL INC	21,126	$138K	0.1%	$19.67	—	COM	580037703
—	UNIT CORP	9,409	$134K	0.1%	$14.24	—	COM	909218109
SEDG	SOLAREDGE TECHNOLOGIES INC	3,697	$130K	0.1%	$48.00	-20.2%	COM	83417M104
—	KEANE GROUP INC	15,612	$128K	0.1%	$8.20	—	COM	48669A108
—	MAGELLAN MIDSTREAM PRTNRS LP	2,234	$127K	0.1%	$67.59	—	COM UNIT RP LP	559080106
—	HIGHPOINT RES CORP	50,447	$126K	0.1%	$2.50	—	COM	43114K108
WTTR	SELECT ENERGY SVCS INC	19,743	$125K	0.1%	$6.33	—	CL A COM	81617J301
—	NATIONAL OILWELL VARCO INC	4,617	$119K	0.1%	$43.10	—	COM	637071101
ENPH	ENPHASE ENERGY INC	24,381	$115K	0.1%	$5.39	-5.9%	COM	29355A107
—	PRETIUM RES INC	13,531	$114K	0.1%	$8.30	—	COM	74139C102
—	BP PRUDHOE BAY RTY TR	5,287	$114K	0.1%	$21.56	—	UNIT BEN INT	055630107
REI	RING ENERGY INC	21,840	$111K	0.1%	$12.72	-44.2%	COM	76680V108
—	SOUTHWESTERN ENERGY CO	32,128	$110K	0.1%	$18.05	—	COM	845467109
GPRE	GREEN PLAINS INC	7,960	$104K	0.1%	$16.37	0.0%	COM	393222104
ATI	ALLEGHENY TECHNOLOGIES INC	4,519	$98,000	0.1%	$26.84	-3.4%	COM	01741R102
KMI	KINDER MORGAN INC DEL	6,268	$96,000	0.1%	$11.69	-4.2%	COM	49456B101
—	FTS INTERNATIONAL INC	12,132	$86,000	0.1%	$7.09	—	COM	30283W104
—	PRECISION DRILLING CORP	47,465	$83,000	0.1%	$3.63	—	COM 2010	74022D308
—	RENEWABLE ENERGY GROUP INC	3,026	$78,000	0.1%	$25.78	—	COM NEW	75972A301
MTUS	TIMKENSTEEL CORP	8,517	$74,000	0.1%	$15.00	-23.5%	COM	887399103
SEI	SOLARIS OILFIELD INFRSTR INC	5,974	$72,000	0.1%	$11.96	-11.4%	COM CL A	83418M103
ET	ENERGY TRANSFER LP	5,361	$71,000	0.1%	$13.24	—	COM UT LTD PTN	29273V100
—	ENSCO PLC	19,586	$70,000	0.1%	$25.53	—	SHS CLASS A	G3157S106
—	ANGLOGOLD ASHANTI LTD	5,497	$69,000	0.1%	$9.92	—	SPONSORED ADR	035128206
TS	TENARIS S A	3,213	$69,000	0.1%	$33.52	—	SPONSORED ADR	88031M109
PAA	PLAINS ALL AMERN PIPELINE L	3,331	$67,000	0.1%	$24.92	—	UNIT LTD PARTN	726503105
CDE	COEUR MNG INC	13,938	$62,000	0.1%	$5.50	-14.0%	COM NEW	192108504
STLD	STEEL DYNAMICS INC	2,055	$62,000	0.1%	$32.42	0.0%	COM	858119100
—	CONCHO RES INC	549	$56,000	0.0%	$145.39	—	COM	20605P101
AG	FIRST MAJESTIC SILVER CORP	9,005	$53,000	0.0%	$6.12	-10.4%	COM	32076V103
MPLX	MPLX LP	1,690	$51,000	0.0%	$34.91	—	COM UNIT REP LTD	55336V100
—	DRIL-QUIP INC	1,588	$48,000	0.0%	$52.77	—	COM	262037104
SSRM	SSR MNG INC	3,655	$44,000	0.0%	$9.69	+9.5%	COM	784730103
WMB	WILLIAMS COS INC DEL	1,999	$44,000	0.0%	$19.23	-12.9%	COM	969457100
SSL	SASOL LTD	1,463	$43,000	0.0%	$38.96	—	SPONSORED ADR	803866300
OXY	OCCIDENTAL PETE CORP DEL	648	$40,000	0.0%	$65.68	-9.4%	COM	674599105
EQNR	EQUINOR ASA	1,865	$39,000	0.0%	$28.42	—	SPONSORED ADR	29446M102
BTE	BAYTEX ENERGY CORP	19,466	$34,000	0.0%	$3.29	-40.7%	COM	07317Q105
—	BUCKEYE PARTNERS L P	1,114	$32,000	0.0%	$35.91	—	UNIT LTD PARTN	118230101
AROC	ARCHROCK INC	4,222	$32,000	0.0%	$8.22	-18.8%	COM	03957W106
—	DENBURY RES INC	17,819	$30,000	0.0%	$6.20	—	COM NEW	247916208
—	SIBANYE STILLWATER	9,620	$27,000	0.0%	$4.07	—	SPONSORED ADR	825724206
—	HI-CRUSH PARTNERS LP	7,494	$27,000	0.0%	$3.60	—	COM UNIT LTD	428337109
MT	ARCELORMITTAL SA LUXEMBOURG	1,052	$22,000	0.0%	$30.58	—	NY REGISTRY SH	03938L203
SM	SM ENERGY CO	1,239	$19,000	0.0%	$25.86	-19.4%	COM	78454L100
IMO	IMPERIAL OIL LTD	723	$18,000	0.0%	$24.91	+0.3%	COM NEW	453038408
—	WHITING PETE CORP NEW	812	$18,000	0.0%	$48.16	—	COM NEW	966387409
—	NEVSUN RES LTD	4,200	$18,000	0.0%	$4.42	—	COM	64156L101
—	FORUM ENERGY TECHNOLOGIES IN	4,179	$17,000	0.0%	$12.03	—	COM	34984V100
RGLD	ROYAL GOLD INC	178	$15,000	0.0%	$84.52	-8.9%	COM	780287108
—	OSISKO GOLD ROYALTIES LTD	1,700	$15,000	0.0%	$12.73	—	COM	68827L101
—	BHP GROUP PLC	234	$10,000	0.0%	$42.74	—	SPONSORED ADS	05545E209
—	RESOLUTE ENERGY CORP	205	$6,000	0.0%	$39.02	—	COM NEW	76116A306
GGB	GERDAU S A	1,259	$5,000	0.0%	$3.42	—	SPON ADR REP PFD	373737105
—	SUNPOWER CORP	910	$5,000	0.0%	$7.62	—	COM	867652406
—	CHESAPEAKE ENERGY CORP	2,071	$4,000	0.0%	$7.47	—	COM	165167107
—	BARRICK GOLD CORP	212	$3,000	0.0%	$14.15	—	COM	067901108
—	BRISTOW GROUP INC	852	$2,000	0.0%	$13.96	—	COM	110394103
—	WEATHERFORD INTL PLC	1,795	$1,000	0.0%	$14.35	—	ORD SHS	G48833100