Instuitional Investor - Drummond Knight Asset Management Pty Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dupont De Nemours Inc.	DD	650,566	$50,679,091	15.51%
2.	Barrick Mining Corp		1,205,000	$39,487,850	12.09%
3.	Teck Resources Ltd	TECK	880,000	$38,623,200	11.82%
4.	Freeport-Mcmoran Inc	FCX	950,000	$37,259,000	11.4%
5.	Crh Public Ltd Co	CRH	265,000	$31,773,500	9.72%