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 | 184,711 | 11,120,451 | SH | SOLE | 1 | 11,120,451 | 0 | 0 | |
| HARMONY GOLD MNG LTD | SPONSORED ADR | 413216300 | 76,826 | 17,620,729 | SH | SOLE | 1 | 17,620,729 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 73,175 | 8,353,350 | SH | SOLE | 1 | 8,353,350 | 0 | 0 | |
| VEON LTD | SPONSORED ADR | 91822M106 | 131,074 | 74,053,196 | SH | SOLE | 1 | 74,053,196 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 82,794 | 8,014,920 | SH | SOLE | 1 | 8,014,920 | 0 | 0 | |
| GATOS SILVER INC | COM | 368036109 | 18,964 | 1,902,120 | SH | SOLE | 1 | 1,902,120 | 0 | 0 | |
| VANECK VECTORS ETF TR | JR GOLD MINERS E | 92189F791 | 68,730 | 1,527,000 | SH | SOLE | 1 | 1,527,000 | 0 | 0 | |
| SCHLUMBERGER LTD | COM | 806857108 | 183,399 | 6,709,476 | SH | SOLE | 1 | 6,709,476 | 0 | 0 | |
| LIBERTY OILFIELD SVCS INC | COM | 53115L104 | 52,619 | 4,660,654 | SH | SOLE | 1 | 4,660,654 | 0 | 0 | |