Instuitional Investor - Drummond Knight Asset Management Pty Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Freeport-Mcmoran Inc	FCX	1,147,407	$49,740,093	15.86%
2.	Dupont De Nemours Inc.	DD	704,489	$48,320,901	15.41%
3.	Alcoa Corp	AA	1,521,269	$44,892,648	14.31%
4.	Crh Public Ltd Co	CRH	382,447	$35,108,635	11.19%
5.	Cameco Corp	CCJ	349,288	$25,927,648	8.27%