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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Cameco Corp PUT 13321L958   33,750 250,000 SH Put SOLE 250,000 0 0
Cameco Corp COM 13321L108   17,849,892 450,300 SH   SOLE   450,300 0 0
Denison Mines Corp COM 248356107   33,716,194 20,434,057 SH   SOLE   20,434,057 0 0
Nexgen Energy LTD COM 65340P106   49,913,206 8,360,671 SH   SOLE   8,360,671 0 0
UR-Energy Inc COM 91688R108   12,874,716 8,360,205 SH   SOLE   8,360,205 0 0
Uranium Energy Corp COM 916896103   25,081,921 4,870,276 SH   SOLE   4,870,276 0 0