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
BWX TECHNOLOGIES INC COM 05605H100   8,514,375 89,625 SH   SOLE   89,625 0 0
DENISON MINES CORP COM 248356107   16,174,764 8,128,022 SH   SOLE   8,128,022 0 0
NEXGEN ENERGY LTD COM 65340P106   64,499,095 9,240,558 SH   SOLE   9,240,558 0 0
NEXGEN ENERGY LTD CALL 65340P906   3,490,000 500,000 SH Call SOLE   500,000 0 0
URANIUM ENERGY CORP CALL 916896903   13,402,300 2,230,000 SH Call SOLE   2,230,000 0 0
UR-ENERGY INC COM 91688R108   19,918,786 14,227,704 SH   SOLE   14,227,704 0 0