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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,859 27,161 SH   SOLE   27,161 0 0
AMAZON COM INC COM 023135106 1,854 672 SH   SOLE   672 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,330 24,255 SH   SOLE   24,255 0 0
CAMECO CORP COM 13321L108 17,332 1,690,898 SH   SOLE   1,690,898 0 0
CONSTELLATION BRANDS INC CL A 21036P108 6,418 36,683 SH   SOLE   36,683 0 0
CONTANGO OIL & GAS COMPANY COM NEW 21075N204 216 94,460 SH   SOLE   94,460 0 0
DENISON MINES CORP COM 248356107 184 546,974 SH   SOLE   546,974 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 848 119,161 SH   SOLE   119,161 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 23,947 1,317,926 SH   SOLE   1,317,926 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 3,914 121,543 SH   SOLE   121,543 0 0
FRANCO NEVADA CORP COM 351858105 3,152 22,575 SH   SOLE   22,575 0 0
ISHARES INC CORE MSCI EMKT 46434G103 5,107 107,280 SH   SOLE   107,280 0 0
ISHARES TR CORE S&P500 ETF 464287200 35,164 113,547 SH   SOLE   113,547 0 0
ISHARES TR CORE MSCI EAFE 46432F842 14,232 248,980 SH   SOLE   248,980 0 0
KAYNE ANDERSN MLP MIDS INVT COM 486606106 1,221 231,229 SH   SOLE   231,229 0 0
MICROSOFT CORP COM 594918104 2,264 11,124 SH   SOLE   11,124 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,039 29,414 SH   SOLE   29,414 0 0
MPLX LP COM UNIT REP LTD 55336V100 1,047 60,566 SH   SOLE   60,566 0 0
NEXGEN ENERGY LTD COM 65340P106 611 473,303 SH   SOLE   473,303 0 0
NIKE INC CL B 654106103 1,956 19,947 SH   SOLE   19,947 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 297 7,855 SH   SOLE   7,855 0 0
SIXTH STREET SPECIALTY LENDN COM 83012A109 10,558 640,275 SH   SOLE   640,275 0 0
TYSON FOODS INC CL A 902494103 2,553 42,750 SH   SOLE   42,750 0 0
UR ENERGY INC COM 91688R108 153 302,035 SH   SOLE   302,035 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,954 53,283 SH   SOLE   53,283 0 0