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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

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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
I-80 GOLD CORP COM 44955L106   33,354,000 21,800,000 SH   SOLE   21,800,000 0 0
IVANHOE ELECTRIC INC COM 46578C108   44,205,561 3,714,753 SH   SOLE   3,714,753 0 0
SANDSTORM GOLD LTD COM NEW 80013R206   223,545,662 47,971,172 SH   SOLE   47,971,172 0 0