The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 32,703 486,000 SH   SOLE   486,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 11,166 265,040 SH   SOLE   265,040 0 0
ISHARES TR MSCI CHINA ETF 46429B671 11,183 199,410 SH   SOLE   199,410 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 10,626 260,000 SH   SOLE   260,000 0 0
KAYNE ANDERSN MLP MIDS INVT COM 486606106 3,096 214,107 SH   SOLE   214,107 0 0
CAMECO CORP COM 13321L108 10,169 1,070,400 SH   SOLE   1,070,400 0 0
TWIST BIOSCIENCE CORP COM 90184D100 4,496 188,282 SH   SOLE   188,282 0 0
DENISON MINES CORP COM 248356107 217 481,870 SH   SOLE   481,870 0 0
ENERGY FUELS INC COM NEW 292671708 127 65,950 SH   SOLE   65,950 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 1,322 101,090 SH   SOLE   101,090 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,396 48,830 SH   SOLE   48,830 0 0
MPLX LP COM UNIT REP LTD 55336V100 1,429 51,020 SH   SOLE   51,020 0 0
NEXGEN ENERGY LTD COM 65340P106 433 333,120 SH   SOLE   333,120 0 0
UR ENERGY INC COM 91688R108 148 243,130 SH   SOLE   243,130 0 0
ISHARES TR CORE S&P500 ETF 464287200 4,567 15,300 SH   SOLE   15,300 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 2,661 291,127 SH   SOLE   291,127 0 0
GLOBAL X FDS MSCI GREECE ETF 37950E366 1,564 167,592 SH   SOLE   167,592 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,674 62,687 SH   SOLE   62,687 0 0