The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| CAMECO CORP | COM | 13321L108 | 90,980 | 9,576,838 | SH | SOLE | 1 | 9,576,838 | 0 | 0 | |
| HARMONY GOLD MNG LTD | SPONSORED ADR | 413216300 | 35,584 | 12,529,668 | SH | SOLE | 1 | 12,529,668 | 0 | 0 | |
| NEW GOLD INC CDA | COM | 644535106 | 27,202 | 26,932,277 | SH | SOLE | 1 | 26,932,277 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 33,996 | 5,600,814 | SH | SOLE | 1 | 5,600,814 | 0 | 0 | |
| SIBANYE STILLWATER | SPONSORED ADR | 825724206 | 229,080 | 42,422,168 | SH | SOLE | 1 | 42,422,168 | 0 | 0 | |
| VEON LTD | SPONSORED ADR | 91822M106 | 92,964 | 38,734,940 | SH | SOLE | 1 | 38,734,940 | 0 | 0 | |