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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
B2GOLD CORP COM 11777Q209 705 424,645 SH   SOLE   424,645 0 0
Denison Mine Corp COM 248356107 100 177,500 SH   SOLE   177,500 0 0
EURASIAN MINERALS INC COM 29843R100 970 1,484,500 SH   SOLE   1,484,500 0 0
FORTUNA SILVER MINES INC COM 349915108 22,394 5,755,435 SH   SOLE   5,755,435 0 0
MAG SILVER CORP COM 55903Q104 43,063 4,567,851 SH   SOLE   4,567,851 0 0
MOUNTAIN PROVINCE DIAMONDS INC COM 62426E402 439 117,574 SH   SOLE   117,574 0 0
Richmont Mines Inc COM 76547T106 854 151,775 SH   SOLE   151,775 0 0
Atento SA COM L0427L105 11,605 1,417,013 SH   SOLE   1,417,013 0 0
BERKSHIRE HATHAWAY INC-CL A COM 084670108 7,684 36 SH   SOLE   36 0 0
Cabot Oil & Gas Corp COM 127097103 892 39,259 SH   SOLE   39,259 0 0
Credicorp LTD COM G2519Y108 16,578 126,540 SH   SOLE   126,540 0 0
EQT Corp COM 26884L109 5,935 88,239 SH   SOLE   88,239 0 0
Memorial Resource Development COM 58605Q109 4,892 480,547 SH   SOLE   480,547 0 0
Range Resources Corp COM 75281A109 23,723 732,642 SH   SOLE   732,642 0 0